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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M
701
MOTCO
Texas
$54.1K
VAG
702
VisionPoint Advisory Group
Texas
$52.4K +$54.5K +2,301 +10,957%
AAMA
703
Advanced Asset Management Advisors
Ohio
$49.3K +$213 +9 +0.4%
HPC
704
HM Payson & Co
Maine
$47.1K -$21.7K -915 -31%
CIM
705
Contravisory Investment Management
Massachusetts
$45.8K +$3.34K +141 +7%
SCA
706
Stonebridge Capital Advisors
Minnesota
$45.3K
Bessemer Group
707
Bessemer Group
New Jersey
$45K
AC
708
AlphaCore Capital
California
$43.4K +$142 +6 +0.3%
GWSA
709
Global Wealth Strategies & Associates
Colorado
$38.8K
OHWP
710
Oak Harbor Wealth Partners
North Carolina
$37.6K -$20.5K -864 -34%
JHCP
711
Jackson Hole Capital Partners
Oklahoma
$37.2K
NS
712
NBC Securities
Alabama
$37K +$38.9K +1,641 New
PO
713
Private Ocean
California
$36.9K -$3.84K -162 -9%
MWM
714
Mascoma Wealth Management
New Hampshire
$35.3K
GWM
715
Geneos Wealth Management
Colorado
$35.2K
ITIM
716
Indiana Trust & Investment Management
Indiana
$34.5K +$36.2K +1,530 New
GWMI
717
Guardian Wealth Management (Illinois)
Illinois
$34.4K +$71 +3 +0.2%
Fifth Third Bancorp
718
Fifth Third Bancorp
Ohio
$32.8K +$32K +1,350 +1,286%
SIS
719
Sound Income Strategies
Florida
$31.9K +$14.6K +615 +77%
WFA
720
WestHill Financial Advisors
California
$27.8K +$29.2K +1,233 New
HR
721
Howe & Rusling
New York
$27.1K -$2.06K -87 -7%
AWM
722
Aspire Wealth Management
Massachusetts
$26.7K
GCM
723
Gables Capital Management
Florida
$26.5K
HIA
724
Harbor Investment Advisory
Maryland
$25.9K
BCM
725
Blume Capital Management
California
$23.7K