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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JHCP
776
Jackson Hole Capital Partners
Oklahoma
$41.4K – – –
KSWA
777
Kathleen S. Wright Associates
Pennsylvania
$40.6K -$91.5K -3,993 -71%
MWM
778
Mascoma Wealth Management
New Hampshire
$39.3K – – –
GWM
779
Geneos Wealth Management
Colorado
$39.2K – – –
NSIM
780
North Star Investment Management
Illinois
$39.1K +$35.7K +1,557 New
ITIM
781
Indiana Trust & Investment Management
Indiana
$38.4K – – –
GWMI
782
Guardian Wealth Management (Illinois)
Illinois
$38.4K +$69 +3 +0.2%
Fifth Third Bancorp
783
Fifth Third Bancorp
Ohio
$36.5K – – –
HR
784
Howe & Rusling
New York
$32.6K +$2.13K +93 +8%
Citigroup
785
Citigroup
New York
$32.5K -$42.4K -1,851 -59%
ASN
786
Advisory Services Network
Georgia
$31.7K +$28.9K +1,263 New
GCM
787
Gables Capital Management
Florida
$29.5K – – –
BCM
788
Blume Capital Management
California
$26.4K – – –
EWM
789
EPG Wealth Management
Georgia
$24.7K – – –
TC
790
Truvestments Capital
Florida
$24.7K – – –
HIA
791
Harbor Investment Advisory
Maryland
$24.6K -$3.85K -168 -15%
HPC
792
HM Payson & Co
Maine
$22.5K -$27.2K -1,188 -57%
BBHC
793
Brown Brothers Harriman & Co
New York
$21.8K – – –
CAS
794
Coppell Advisory Solutions
Texas
$20.5K +$13.7K +600 +278%
WT
795
Washington Trust
Rhode Island
$20.4K – – –
MFA
796
McClarren Financial Advisors
Pennsylvania
$19K +$137 +6 +0.8%
SVCP
797
Silicon Valley Capital Partners
California
$18.7K +$137 +6 +0.8%
CT
798
Clearstead Trust
Maine
$18.2K – – –
NSG
799
Nalls Sherbakoff Group
Tennessee
$18.1K +$69 +3 +0.4%
NS
800
NBC Securities
Alabama
$18K -$20.3K -888 -54%