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Schwab US Mid-Cap ETF

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