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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
626
Cranbrook Wealth Management
Michigan
$55K – – –
Citigroup
627
Citigroup
New York
$51K -$10.7K -414 -18%
MIM
628
Macroview Investment Management
Maryland
$51K +$1.47K +57 +3%
CFD
629
Creative Financial Designs
Indiana
$49K +$28.7K +1,110 +141%
CP
630
Castleview Partners
Texas
$48K +$47K +1,821 New
LFG
631
Larson Financial Group
Missouri
$46K -$11.3K -438 -20%
TC
632
Truvestments Capital
Florida
$46K -$2.63K -102 -5%
BEI
633
Benjamin Edwards Inc
Missouri
$45K -$9.22K -357 -17%
TWA
634
TCI Wealth Advisors
Arizona
$45K – – –
SIAP
635
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$44K – – –
WT
636
Whittier Trust
California
$44K – – –
CTC
637
Central Trust Company
Missouri
$39K – – –
CG
638
Cutler Group
California
$39K +$38.7K +1,497 New
GWM
639
Geneos Wealth Management
Colorado
$38K -$9.61K -372 -20%
WP
640
WealthShield Partners
North Carolina
$37K +$36.5K +1,413 New
MSFP
641
Mark Sheptoff Financial Planning
Connecticut
$36K – – –
AssetMark Inc
642
AssetMark Inc
California
$32K -$263K -10,197 -89%
PFA
643
Professional Financial Advisors
Nebraska
$32K +$77 +3 +0.2%
GCM
644
Gables Capital Management
Florida
$31K – – –
Rockefeller Capital Management
645
Rockefeller Capital Management
New York
$31K +$26.4K +1,023 +598%
HIA
646
Harbor Investment Advisory
Maryland
$30K – – –
AC
647
AlphaCore Capital
California
$27K – – –
BCM
648
Blume Capital Management
California
$27K – – –
EI
649
Ellevest Inc
New York
$27K +$77 +3 +0.3%
CCM
650
Covington Capital Management
California
$27K +$26.9K +1,041 New