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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
601
Stonebridge Financial Planning Group
Florida
$60K +$24.7K +1,017 +77%
HC
602
Hoese & Co
Minnesota
$60K +$58.2K +2,400 New
Citigroup
603
Citigroup
New York
$58K +$5.53K +228 +11%
CAC
604
Certified Advisory Corp
Florida
$57K +$55.2K +2,277 New
ACA
605
Aptus Capital Advisors
Alabama
$54K +$14.8K +609 +39%
LFG
606
Larson Financial Group
Missouri
$54K +$38.4K +1,584 +259%
CWM
607
Cranbrook Wealth Management
Michigan
$53K
SSB
608
Sandy Spring Bank
Maryland
$53K
BEI
609
Benjamin Edwards Inc
Missouri
$52K -$655 -27 -1%
GWM
610
Geneos Wealth Management
Colorado
$47K +$218 +9 +0.5%
TC
611
Truvestments Capital
Florida
$47K +$1.02K +42 +2%
MIM
612
Macroview Investment Management
Maryland
$47K +$2.18K +90 +5%
HFA
613
HC Financial Advisors
California
$45K +$146 +6 +0.3%
TPCW
614
TD Private Client Wealth
New York
$42.8K
SIAP
615
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K
WT
616
Whittier Trust
California
$42K
TWA
617
TCI Wealth Advisors
Arizona
$42K +$8.01K +330 +24%
CTC
618
Central Trust Company
Missouri
$37K +$6.7K +276 +23%
ADL
619
Asset Dedication LLC
California
$35K -$21K -864 -38%
MSFP
620
Mark Sheptoff Financial Planning
Connecticut
$34K
TCWA
621
Ten Capital Wealth Advisors
Washington
$33K
FFA
622
Founders Financial Alliance
North Carolina
$33K +$31.4K +1,293 New
LDFR
623
Lehman & Derafelo Financial Resources
Pennsylvania
$31K
PFA
624
Professional Financial Advisors
Nebraska
$30K -$19.9K -822 -41%
GCM
625
Gables Capital Management
Florida
$29K