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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
676
McClarren Financial Advisors
Pennsylvania
$100K +$98.9K +3,708 New
KSWA
677
Kathleen S. Wright Associates
Pennsylvania
$100K +$99.2K +3,720 New
OC
678
Oakworth Capital
Alabama
$97K
TCWA
679
Ten Capital Wealth Advisors
Washington
$95K -$95.5K -3,582 -50%
AssetMark Inc
680
AssetMark Inc
California
$87K -$85.6K -3,210 -50%
BFC
681
Bedel Financial Consulting
Indiana
$81K
M
682
MOTCO
Texas
$77K
BC
683
Burleson & Co
California
$75K +$240 +9 +0.3%
AWM
684
Aspire Wealth Management
Massachusetts
$74K +$73.3K +2,748 New
William Blair & Company
685
William Blair & Company
Illinois
$71K +$39K +1,461 +125%
ADL
686
Asset Dedication LLC
California
$66K
HC
687
Hoese & Co
Minnesota
$64K
CFD
688
Creative Financial Designs
Indiana
$63K +$6.08K +228 +11%
S
689
Surevest
California
$63K +$62.9K +2,358 New
CCM
690
Covington Capital Management
California
$57K
CWM
691
Cranbrook Wealth Management
Michigan
$57K
AAMA
692
Advanced Asset Management Advisors
Ohio
$57K +$240 +9 +0.4%
MIM
693
Macroview Investment Management
Maryland
$55K +$1.6K +60 +3%
Bessemer Group
694
Bessemer Group
New Jersey
$53K +$53.1K +1,992 New
HFA
695
HC Financial Advisors
California
$51K +$25.8K +969 +104%
GWMI
696
Guardian Wealth Management (Illinois)
Illinois
$48K +$48.2K +1,806 New
BEI
697
Benjamin Edwards Inc
Missouri
$47K +$1.44K +54 +3%
GT
698
Glenmede Trust
Pennsylvania
$47K +$40.8K +1,530 +638%
WT
699
Whittier Trust
California
$46K
TWA
700
TCI Wealth Advisors
Arizona
$46K +$80 +3 +0.2%