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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIA
626
Harbor Investment Advisory
Maryland
$29K
AC
627
AlphaCore Capital
California
$26K
BCM
628
Blume Capital Management
California
$26K
EI
629
Ellevest Inc
New York
$26K +$73 +3 +0.3%
LCM
630
Logan Capital Management
Pennsylvania
$25K +$24.1K +993 New
VCM
631
Vigilant Capital Management
Maine
$25K +$24.4K +1,005 New
Carson Wealth (CWM LLC)
632
Carson Wealth (CWM LLC)
Nebraska
$24K
CCA
633
Column Capital Advisors
Indiana
$24K
Fifth Third Bancorp
634
Fifth Third Bancorp
Ohio
$22K
PIP
635
Peachtree Investment Partners
Florida
$22K
PO
636
Private Ocean
California
$22K
YAL
637
Your Advocates Ltd
Texas
$20K -$4K -165 -17%
ME
638
McIlrath & Eck
Washington
$20K
CFD
639
Creative Financial Designs
Indiana
$20K +$19.1K +786 New
William Blair & Company
640
William Blair & Company
Illinois
$19K -$3.49K -144 -16%
NFSG
641
Newbridge Financial Services Group
Florida
$17K
KFI
642
Key Financial Inc
Pennsylvania
$16K
JFA
643
JNBA Financial Advisors
Minnesota
$15K
BFG
644
Baron Financial Group
New Jersey
$14.9K
BWA
645
BDO Wealth Advisors
Florida
$12K -$15.3K -630 -56%
GWS
646
Glassman Wealth Services
Virginia
$10K +$7.86K +324 +348%
HCM
647
Horrell Capital Management
Arkansas
$9K
PMFA
648
Plante Moran Financial Advisors
Michigan
$9K +$8.08K +333 +2,775%
SCA
649
Stonebridge Capital Advisors
Minnesota
$9K +$8.88K +366 New
EW
650
Evoke Wealth
California
$9K +$9.1K +375 New