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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
576
Oakworth Capital
Alabama
$83K – – –
CIM
577
Contravisory Investment Management
Massachusetts
$82K +$876 +42 +1%
FCM
578
Firestone Capital Management
Florida
$81K +$24.8K +1,188 +50%
SFSIG
579
San Francisco Sentry Investment Group
California
$73K – – –
CAL
580
Capital Advisors Ltd
Ohio
$72K – – –
WOSD
581
WFA of San Diego
California
$68K +$3.75K +180 +0.2%
CFGS
582
Concourse Financial Group Securities
Alabama
$58K +$6.26K +300 +13%
ADL
583
Asset Dedication LLC
California
$52K +$25.4K +1,218 +114%
SSB
584
Sandy Spring Bank
Maryland
$50K – – –
CWM
585
Cranbrook Wealth Management
Michigan
$48K – – –
BEI
586
Benjamin Edwards Inc
Missouri
$48K +$2K +96 +5%
Citigroup
587
Citigroup
New York
$48K +$3.25K +156 +8%
PFA
588
Professional Financial Advisors
Nebraska
$46K -$2.56K -123 -6%
HFA
589
HC Financial Advisors
California
$41K +$125 +6 +0.3%
MIM
590
Macroview Investment Management
Maryland
$41K +$3.38K +162 +10%
TC
591
Truvestments Capital
Florida
$41K +$38.4K +1,842 New
TPCW
592
TD Private Client Wealth
New York
$39.2K – – –
WT
593
Whittier Trust
California
$39K +$35.5K +1,701 New
SIAP
594
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K – – –
IA
595
Inspire Advisors
Idaho
$37K +$33.7K +1,614 New
VFA
596
Valeo Financial Advisors
Indiana
$36K -$8.13K -390 -20%
GWM
597
Geneos Wealth Management
Colorado
$36K +$4.13K +198 +12%
ACA
598
Aptus Capital Advisors
Alabama
$35K +$2.81K +135 +9%
TWA
599
TCI Wealth Advisors
Arizona
$31K -$63.8K -3,060 -69%
MSFP
600
Mark Sheptoff Financial Planning
Connecticut
$31K – – –