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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COCM
676
Charter Oak Capital Management
New Hampshire
$61K +$21.4K +855 +55%
FHA
677
First Horizon Advisors
Tennessee
$60K -$36.2K -1,446 -38%
S
678
Surevest
California
$60K
PCA
679
Providence Capital Advisors
North Carolina
$56K -$69.3K -2,763 -56%
CWM
680
Cranbrook Wealth Management
Michigan
$54K
AAMA
681
Advanced Asset Management Advisors
Ohio
$54K +$150 +6 +0.3%
William Blair & Company
682
William Blair & Company
Illinois
$53K -$13.3K -531 -20%
MIM
683
Macroview Investment Management
Maryland
$53K +$902 +36 +2%
CCM
684
Covington Capital Management
California
$52K -$1.13K -45 -2%
HFA
685
HC Financial Advisors
California
$48K +$75 +3 +0.2%
BEI
686
Benjamin Edwards Inc
Missouri
$48K +$3.16K +126 +7%
GWMI
687
Guardian Wealth Management (Illinois)
Illinois
$46K +$150 +6 +0.3%
TWA
688
TCI Wealth Advisors
Arizona
$43K
GWM
689
Geneos Wealth Management
Colorado
$39K +$2.48K +99 +7%
CTC
690
Central Trust Company
Missouri
$38K
MSFP
691
Mark Sheptoff Financial Planning
Connecticut
$35K
BW
692
Bison Wealth
Georgia
$33K -$147K -5,859 -82%
GCM
693
Gables Capital Management
Florida
$30K
GT
694
Glenmede Trust
Pennsylvania
$29K -$14.7K -585 -33%
HIA
695
Harbor Investment Advisory
Maryland
$29K
WAM
696
Worth Asset Management
Texas
$29K +$33.5K +1,338 New
PFA
697
Professional Financial Advisors
Nebraska
$27K -$3.31K -132 -11%
BCM
698
Blume Capital Management
California
$27K
BWA
699
BDO Wealth Advisors
Florida
$27K +$75 +3 +0.3%
EI
700
Ellevest Inc
New York
$27K +$75 +3 +0.3%