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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAMA
626
Advanced Asset Management Advisors
Ohio
$54K +$55.2K +2,112 New
MIM
627
Macroview Investment Management
Maryland
$51K +$1.25K +48 +2%
LFG
628
Larson Financial Group
Missouri
$48K +$2.9K +111 +6%
BEI
629
Benjamin Edwards Inc
Missouri
$44K -$470 -18 -1%
TWA
630
TCI Wealth Advisors
Arizona
$44K
WT
631
Whittier Trust
California
$43K
HF
632
Halpern Financial
Virginia
$41.5K +$42.5K +1,626 New
SIAP
633
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K -$5.09K -195 -12%
CTC
634
Central Trust Company
Missouri
$38K
CG
635
Cutler Group
California
$38K
SIM
636
Sonora Investment Management
Arizona
$38K +$39.2K +1,500 New
GWM
637
Geneos Wealth Management
Colorado
$37K
MSFP
638
Mark Sheptoff Financial Planning
Connecticut
$35K
Fifth Third Bancorp
639
Fifth Third Bancorp
Ohio
$32K +$10.1K +387 +44%
PFA
640
Professional Financial Advisors
Nebraska
$31K
GCM
641
Gables Capital Management
Florida
$30K
William Blair & Company
642
William Blair & Company
Illinois
$30K +$12.9K +495 +73%
TC
643
Truvestments Capital
Florida
$29K -$17.2K -660 -37%
HIA
644
Harbor Investment Advisory
Maryland
$29K
SFPG
645
Stonebridge Financial Planning Group
Florida
$28K -$34.5K -1,320 -56%
EWM
646
EPG Wealth Management
Georgia
$28K +$28.6K +1,095 New
BCM
647
Blume Capital Management
California
$27K
AC
648
AlphaCore Capital
California
$27K +$78 +3 +0.3%
EI
649
Ellevest Inc
New York
$27K +$78 +3 +0.3%
BWA
650
BDO Wealth Advisors
Florida
$27K +$14.7K +564 +113%