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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
626
Capital Advisors Ltd
Ohio
$120K -$13.5K -585 -9%
FCT
627
First Community Trust
Iowa
$116K -$17.7K -765 -12%
RG
628
Retirement Group
California
$114K -$114K -4,938 -47%
KSWA
629
Kathleen S. Wright Associates
Pennsylvania
$113K -$9.28K -402 -7%
Bessemer Group
630
Bessemer Group
New Jersey
$111K -$15.5K -672 -11%
CDIA
631
Capital Directions Investment Advisors
Georgia
$111K – – –
RIM
632
Rockbridge Investment Management
New York
$108K -$1.12M -48,369 -90%
Carson Wealth (CWM LLC)
633
Carson Wealth (CWM LLC)
Nebraska
$108K +$21.3K +924 +22%
BONH
634
Bank of New Hampshire
New Hampshire
$107K – – –
FCA
635
FinTrust Capital Advisors
South Carolina
$103K +$138 +6 +0.1%
TSW
636
Thompson Siegel & Walmsley
Virginia
$100K – – –
KFI
637
Key Financial Inc
Pennsylvania
$99K +$92.1K +3,990 +610%
IRC
638
Investors Research Corp
Georgia
$91K – – –
GLLW
639
Graves Light Lenhart Wealth
Virginia
$88K +$415 +18 +0.4%
AWM
640
Abound Wealth Management
Tennessee
$87.9K – – –
RWM
641
Raffa Wealth Management
District of Columbia
$87.5K +$485 +21 +0.5%
S
642
SignatureFD
Georgia
$86K – – –
HI
643
Hudock Inc
Pennsylvania
$86K +$415 +18 +0.4%
PK
644
Pflug Koory
Nebraska
$83K – – –
GWS
645
Glassman Wealth Services
Virginia
$77K +$70.5K +3,057 +507%
OC
646
Oakworth Capital
Alabama
$76K – – –
TCWA
647
Ten Capital Wealth Advisors
Washington
$74K – – –
CMP
648
Coston McIsaac & Partners
Maine
$64K +$70.6K +3,060 New
WT
649
Whittier Trust
California
$61K -$59.9K -2,595 -47%
M
650
MOTCO
Texas
$60K – – –