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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Burleson & Co
California
$70K +$68.7K +2,832 New
GSAM
602
Grant Street Asset Management
Pennsylvania
$61K +$59.6K +2,457 New
SFPG
603
Stonebridge Financial Planning Group
Florida
$60K +$24.7K +1,017 +77%
HC
604
Hoese & Co
Minnesota
$60K +$58.2K +2,400 New
Citigroup
605
Citigroup
New York
$58K +$5.53K +228 +11%
CAC
606
Certified Advisory Corp
Florida
$57K +$55.2K +2,277 New
ACA
607
Aptus Capital Advisors
Alabama
$54K +$14.8K +609 +39%
LFG
608
Larson Financial Group
Missouri
$54K +$38.4K +1,584 +259%
CWM
609
Cranbrook Wealth Management
Michigan
$53K – – –
SSB
610
Sandy Spring Bank
Maryland
$53K – – –
BEI
611
Benjamin Edwards Inc
Missouri
$52K -$655 -27 -1%
GWM
612
Geneos Wealth Management
Colorado
$47K +$218 +9 +0.5%
TC
613
Truvestments Capital
Florida
$47K +$1.02K +42 +2%
MIM
614
Macroview Investment Management
Maryland
$47K +$2.18K +90 +5%
HFA
615
HC Financial Advisors
California
$45K +$146 +6 +0.3%
TPCW
616
TD Private Client Wealth
New York
$42.8K – – –
SIAP
617
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K – – –
WT
618
Whittier Trust
California
$42K – – –
TWA
619
TCI Wealth Advisors
Arizona
$42K +$8.01K +330 +24%
CTC
620
Central Trust Company
Missouri
$37K +$6.7K +276 +23%
ADL
621
Asset Dedication LLC
California
$35K -$21K -864 -38%
MSFP
622
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
TCWA
623
Ten Capital Wealth Advisors
Washington
$33K – – –
FFA
624
Founders Financial Alliance
North Carolina
$33K +$31.4K +1,293 New
LDFR
625
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –