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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
626
Macroview Investment Management
Maryland
$51K +$1.47K +57 +3%
CFD
627
Creative Financial Designs
Indiana
$49K +$28.7K +1,110 +141%
CP
628
Castleview Partners
Texas
$48K +$47K +1,821 New
LFG
629
Larson Financial Group
Missouri
$46K -$11.3K -438 -20%
TC
630
Truvestments Capital
Florida
$46K -$2.63K -102 -5%
BEI
631
Benjamin Edwards Inc
Missouri
$45K -$9.22K -357 -17%
TWA
632
TCI Wealth Advisors
Arizona
$45K
SIAP
633
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K
WT
634
Whittier Trust
California
$44K
CTC
635
Central Trust Company
Missouri
$39K
CG
636
Cutler Group
California
$39K +$38.7K +1,497 New
GWM
637
Geneos Wealth Management
Colorado
$38K -$9.61K -372 -20%
WP
638
WealthShield Partners
North Carolina
$37K +$36.5K +1,413 New
MSFP
639
Mark Sheptoff Financial Planning
Connecticut
$36K
AssetMark Inc
640
AssetMark Inc
California
$32K -$263K -10,197 -89%
PFA
641
Professional Financial Advisors
Nebraska
$32K +$77 +3 +0.2%
GCM
642
Gables Capital Management
Florida
$31K
Rockefeller Capital Management
643
Rockefeller Capital Management
New York
$31K +$26.4K +1,023 +598%
HIA
644
Harbor Investment Advisory
Maryland
$30K
AC
645
AlphaCore Capital
California
$27K
BCM
646
Blume Capital Management
California
$27K
EI
647
Ellevest Inc
New York
$27K +$77 +3 +0.3%
CCM
648
Covington Capital Management
California
$27K +$26.9K +1,041 New
HFA
649
HC Financial Advisors
California
$24K -$22.8K -882 -49%
Carson Wealth (CWM LLC)
650
Carson Wealth (CWM LLC)
Nebraska
$24K