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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
701
Geneos Wealth Management
Colorado
$34.1K – – –
HBW
702
Hazlett, Burt & Watson
West Virginia
$34K +$131 +6 +0.4%
CIM
703
Contravisory Investment Management
Massachusetts
$33.9K -$100K -4,578 -75%
CTC
704
Central Trust Company
Missouri
$32.8K -$592 -27 -2%
William Blair & Company
705
William Blair & Company
Illinois
$32.4K – – –
UB
706
UMB Bank
Missouri
$29K – – –
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
$27.7K +$24.8K +1,131 +838%
AWM
708
Aspire Wealth Management
Massachusetts
$25.9K -$34.3K -1,566 -57%
GCM
709
Gables Capital Management
Florida
$25.7K – – –
MWM
710
MinichMacGregor Wealth Management
New York
$25.1K +$25.2K +1,149 New
HIA
711
Harbor Investment Advisory
Maryland
$25.1K – – –
GT
712
Glenmede Trust
Pennsylvania
$24.9K +$329 +15 +1%
TC
713
Truvestments Capital
Florida
$24.5K – – –
EI
714
Ellevest Inc
New York
$23.3K +$66 +3 +0.3%
BCM
715
Blume Capital Management
California
$23K – – –
IGWM
716
ICA Group Wealth Management
Colorado
$23K +$23K +1,050 New
AC
717
AlphaCore Capital
California
$22.8K +$66 +3 +0.3%
EWM
718
EPG Wealth Management
Georgia
$21.7K – – –
CCA
719
Column Capital Advisors
Indiana
$20.9K – – –
BWA
720
BDO Wealth Advisors
Florida
$20.2K -$3.22K -147 -14%
SC
721
SouthState Corp
Florida
$19.7K +$19.7K +900 New
BBHC
722
Brown Brothers Harriman & Co
New York
$19.3K – – –
PO
723
Private Ocean
California
$19K – – –
NC
724
NewSquare Capital
Pennsylvania
$18.7K +$18.3K +834 +3,971%
AWM
725
Atticus Wealth Management
Florida
$18.6K – – –