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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
651
Burleson & Co
California
$59K +$277 +12 +0.4%
HWMA
652
Heritage Wealth Management (Arizona)
Arizona
$58.1K -$228K -9,870 -78%
ACA
653
Aptus Capital Advisors
Alabama
$57K -$28.5K -1,233 -31%
GWANC
654
Guardian Wealth Advisors (North Carolina)
North Carolina
$57K -$24.9K -1,077 -28%
AWM
655
Aspire Wealth Management
Massachusetts
$57K – – –
AA
656
Addison Advisors
Vermont
$56K – – –
TCM
657
Tradewinds Capital Management
Washington
$50K -$5.43M -235,248 -99%
HC
658
Hoese & Co
Minnesota
$50K – – –
S
659
Surevest
California
$49K – – –
MIM
660
Macroview Investment Management
Maryland
$46K +$2.7K +117 +6%
AAMA
661
Advanced Asset Management Advisors
Ohio
$45K +$277 +12 +0.6%
CWM
662
Cranbrook Wealth Management
Michigan
$44K – – –
William Blair & Company
663
William Blair & Company
Illinois
$44K +$623 +27 +1%
BEI
664
Benjamin Edwards Inc
Missouri
$44K +$4.64K +201 +11%
HFA
665
HC Financial Advisors
California
$40K +$138 +6 +0.3%
HR
666
Howe & Rusling
New York
$39K +$43.4K +1,881 New
GWMI
667
Guardian Wealth Management (Illinois)
Illinois
$38K +$69 +3 +0.2%
TWA
668
TCI Wealth Advisors
Arizona
$36K – – –
JHCP
669
Jackson Hole Capital Partners
Oklahoma
$35K +$38.1K +1,650 New
PCA
670
Providence Capital Advisors
North Carolina
$34K -$12.9K -561 -26%
GWM
671
Geneos Wealth Management
Colorado
$33K – – –
Citigroup
672
Citigroup
New York
$33K +$24.6K +1,068 +216%
CTC
673
Central Trust Company
Missouri
$31K – – –
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
WAM
675
Worth Asset Management
Texas
$28K – – –