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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
576
Independence Advisors
Pennsylvania
$5K
FHA
577
Flagship Harbor Advisors
Massachusetts
$4K -$5.28K -285 -53%
BAM
578
Bellevue Asset Management
Washington
$4K -$56 -3 -1%
BWA
579
Burt Wealth Advisors
Maryland
$4K
TFM
580
TFC Financial Management
Massachusetts
$3K +$2.78K +150 New
PWM
581
Provident Wealth Management
Tennessee
$2K -$2.01M -108,738 -100%
FMP
582
Financial Management Professionals
Texas
$2K
GWS
583
Glassman Wealth Services
Virginia
$2K
TCOV
584
Trust Company of Vermont
Vermont
$2K
SFSG
585
Stearns Financial Services Group
North Carolina
$2K +$56 +3 +3%
SIS
586
Sound Income Strategies
Florida
$2K +$611 +33 +52%
DI
587
Disciplined Investments
Oklahoma
$1K
WAS
588
Winch Advisory Services
Wisconsin
$1K +$1.06K +57 New
FCA
589
FinTrust Capital Advisors
South Carolina
$87 -$88.8K -4,794 -51%
CCFM
590
Clear Creek Financial Management
Washington
-$12.2M -694,236 Closed
Fiera Capital (Canada)
591
Fiera Capital (Canada)
Quebec, Canada
-$12.1M -688,326 Closed
BCA
592
Biltmore Capital Advisors
New Jersey
-$8.31M -473,844 Closed
SWRP
593
Summit Wealth & Retirement Planning
California
-$7.34M -418,395 Closed
WAS
594
Wealth Advisory Solutions
Indiana
-$3.12M -178,008 Closed
ACM
595
AlphaStar Capital Management
North Carolina
-$2.75M -152,139 Closed
IDA
596
Intelligence Driven Advisers
California
-$2.18M -124,200 Closed
CWS
597
Cypress Wealth Services
California
-$538K -29,019 Closed
GIA
598
Gladstone Institutional Advisory
Florida
-$426K -24,306 Closed
SG
599
StoneX Group
New York
-$363K -20,679 Closed
Deutsche Bank
600
Deutsche Bank
Germany
-$322K -18,366 Closed