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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
726
Brown Brothers Harriman & Co
New York
$20.6K
WP
727
WealthPLAN Partners
Nebraska
$20.5K -$31.3K -1,389 -62%
BWA
728
BDO Wealth Advisors
Florida
$19.5K
WT
729
Washington Trust
Rhode Island
$19.2K
SIS
730
Sound Income Strategies
Florida
$18.9K +$18K +798 New
CPA
731
Cardiff Park Advisors
California
$17.8K
SVCP
732
Silicon Valley Capital Partners
California
$17.5K +$135 +6 +0.8%
RI
733
Ridgewood Investments
New Jersey
$17.3K
CT
734
Clearstead Trust
Maine
$17.1K +$16.3K +723 New
MFA
735
McClarren Financial Advisors
Pennsylvania
$17K -$66.9K -2,970 -80%
AAP
736
Arax Advisory Partners
Colorado
$15.6K +$68 +3 +0.5%
NSG
737
Nalls Sherbakoff Group
Tennessee
$15.6K
VWM
738
Valley Wealth Managers
New Jersey
$15.6K
HBW
739
Hazlett, Burt & Watson
West Virginia
$15K
Citigroup
740
Citigroup
New York
$15K -$1.62K -72 -10%
GWS
741
Glassman Wealth Services
Virginia
$14.3K
IGWM
742
ICA Group Wealth Management
Colorado
$14.2K
HCM
743
Hollencrest Capital Management
California
$14.1K +$68 +3 +0.5%
EWA
744
EverSource Wealth Advisors
Alabama
$13.9K
TAM
745
Tucker Asset Management
Colorado
$13K +$12.4K +549 New
AWM
746
Atticus Wealth Management
Florida
$12.7K -$7.1K -315 -37%
MRCM
747
M&R Capital Management
New Jersey
$12.5K -$2.43K -108 -17%
BFPW
748
BOK Financial Private Wealth
Colorado
$11.9K -$879 -39 -7%
FFA
749
Fairfield Financial Advisors
Massachusetts
$11.7K +$68 +3 +0.6%
JFG
750
JDM Financial Group
Texas
$11.4K