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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
626
Professional Financial Advisors
Nebraska
$30K -$19.9K -822 -41%
GCM
627
Gables Capital Management
Florida
$29K – – –
HIA
628
Harbor Investment Advisory
Maryland
$29K – – –
AC
629
AlphaCore Capital
California
$26K – – –
BCM
630
Blume Capital Management
California
$26K – – –
EI
631
Ellevest Inc
New York
$26K +$73 +3 +0.3%
LCM
632
Logan Capital Management
Pennsylvania
$25K +$24.1K +993 New
VCM
633
Vigilant Capital Management
Maine
$25K +$24.4K +1,005 New
Carson Wealth (CWM LLC)
634
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
CCA
635
Column Capital Advisors
Indiana
$24K – – –
Fifth Third Bancorp
636
Fifth Third Bancorp
Ohio
$22K – – –
PIP
637
Peachtree Investment Partners
Florida
$22K – – –
PO
638
Private Ocean
California
$22K – – –
YAL
639
Your Advocates Ltd
Texas
$20K -$4K -165 -17%
ME
640
McIlrath & Eck
Washington
$20K – – –
CFD
641
Creative Financial Designs
Indiana
$20K +$19.1K +786 New
William Blair & Company
642
William Blair & Company
Illinois
$19K -$3.49K -144 -16%
NFSG
643
Newbridge Financial Services Group
Florida
$17K – – –
KFI
644
Key Financial Inc
Pennsylvania
$16K – – –
JFA
645
JNBA Financial Advisors
Minnesota
$15K – – –
BFG
646
Baron Financial Group
New Jersey
$14.9K – – –
BWA
647
BDO Wealth Advisors
Florida
$12K -$15.3K -630 -56%
GWS
648
Glassman Wealth Services
Virginia
$10K +$7.86K +324 +348%
HCM
649
Horrell Capital Management
Arkansas
$9K – – –
PMFA
650
Plante Moran Financial Advisors
Michigan
$9K +$8.08K +333 +2,775%