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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWA
651
TCI Wealth Advisors
Arizona
$35K +$67 +3 +0.2%
WT
652
Whittier Trust
California
$34K -$27.1K -1,215 -42%
JHCP
653
Jackson Hole Capital Partners
Oklahoma
$33K – – –
PCA
654
Providence Capital Advisors
North Carolina
$33K – – –
GWM
655
Geneos Wealth Management
Colorado
$31K – – –
CTC
656
Central Trust Company
Missouri
$31K +$602 +27 +2%
William Blair & Company
657
William Blair & Company
Illinois
$30K -$14.4K -645 -30%
HBW
658
Hazlett, Burt & Watson
West Virginia
$30K +$20.1K +903 +146%
MSFP
659
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
AA
660
Ancora Advisors
Ohio
$28K +$19.5K +873 +173%
UB
661
UMB Bank
Missouri
$27K -$251K -11,235 -89%
GCM
662
Gables Capital Management
Florida
$24K – – –
HWMA
663
Heritage Wealth Management (Arizona)
Arizona
$23K -$36.2K -1,623 -58%
HIA
664
Harbor Investment Advisory
Maryland
$23K – – –
TC
665
Truvestments Capital
Florida
$23K – – –
RWA
666
RGT Wealth Advisors
Texas
$23K +$26K +1,164 New
BWA
667
BDO Wealth Advisors
Florida
$22K – – –
GT
668
Glenmede Trust
Pennsylvania
$22K +$4.02K +180 +19%
CCM
669
Covington Capital Management
California
$21K -$4.55K -204 -16%
AC
670
AlphaCore Capital
California
$21K – – –
BCM
671
Blume Capital Management
California
$21K – – –
EI
672
Ellevest Inc
New York
$21K +$134 +6 +0.6%
SAM
673
Strategic Asset Management
Minnesota
$20K – – –
EWM
674
EPG Wealth Management
Georgia
$20K +$22.2K +993 New
CCA
675
Column Capital Advisors
Indiana
$19K – – –