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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAL
776
Capital Analysts LLC
Pennsylvania
$53K +$15.5K +594 +40%
PCM
777
Palouse Capital Management
Washington
$49.8K +$3.85K +147 +8%
SIM
778
Studio Investment Management
Illinois
$48.8K +$48.9K +1,869 New
SC
779
Stephens Consulting
Michigan
$47.2K -$10.5K -402 -18%
GWSA
780
Global Wealth Strategies & Associates
Colorado
$44.7K – – –
OHWP
781
Oak Harbor Wealth Partners
North Carolina
$43.2K -$2.83K -108 -6%
KSWA
782
Kathleen S. Wright Associates
Pennsylvania
$43.2K +$392 +15 +0.9%
JHCP
783
Jackson Hole Capital Partners
Oklahoma
$42.8K – – –
MWM
784
Mascoma Wealth Management
New Hampshire
$40.6K – – –
NSIM
785
North Star Investment Management
Illinois
$40.5K – – –
UB
786
UMB Bank
Missouri
$34.3K -$620K -23,700 -95%
IFAM
787
Institutional & Family Asset Management
Colorado
$33.6K +$28.3K +1,080 +500%
PCA
788
Providence Capital Advisors
North Carolina
$33.4K – – –
GWMI
789
Guardian Wealth Management (Illinois)
Illinois
$33.2K -$6.59K -252 -16%
GI
790
Gradient Investments
Minnesota
$32.4K -$44.4K -1,698 -58%
CCM
791
Chilton Capital Management
Texas
$30.2K +$30.5K +1,164 New
BlackRock
792
BlackRock
New York
$29.8K +$12.6K +480 +72%
EWA
793
EverSource Wealth Advisors
Alabama
$27.9K – – –
BCM
794
Blume Capital Management
California
$27.2K – – –
RA
795
Ransom Advisory
Rhode Island
$27.2K – – –
CP
796
Castleview Partners
Texas
$26.2K -$33.6K -1,284 -56%
EWM
797
EPG Wealth Management
Georgia
$25.8K -$26K -993 Closed
GWM
798
Geneos Wealth Management
Colorado
$24.9K -$15.7K -600 -38%
FMII
799
Farmers & Merchants Investments Inc
Nebraska
$24.7K +$24.9K +951 New
TCOV
800
Trust Company of Vermont
Vermont
$23.7K – – –