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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IRC
901
Investors Research Corp
Georgia
$63.4K – – –
MEG
902
Millstone Evans Group
Colorado
$60.3K – – –
BW
903
Basepoint Wealth
Iowa
$58.3K +$57.8K +1,938 New
GWM
904
Gilpin Wealth Management
Colorado
$57.1K +$56.6K +1,900 New
FF
905
Frankly Finances
Florida
$56.8K +$56.3K +1,890 New
VWM
906
Vermillion Wealth Management
Minnesota
$55.6K -$1.34K -45 -2%
WB
907
Webster Bank
Connecticut
$53.5K – – –
SC
908
Stephens Consulting
Michigan
$51.7K +$1.19K +40 +2%
OP
909
ORG Partners
Indiana
$50.5K – – –
FF
910
Finley Financial
Nevada
$50.2K – – –
JHCP
911
Jackson Hole Capital Partners
Oklahoma
$49.6K – – –
NSIM
912
North Star Investment Management
Illinois
$48.2K +$209 +7 +0.4%
CMP
913
Coston McIsaac & Partners
Maine
$47K – – –
OHWP
914
Oak Harbor Wealth Partners
North Carolina
$46.9K – – –
Citigroup
915
Citigroup
New York
$43.7K -$14.1K -473 -25%
DF
916
DecisionPoint Financial
Arizona
$42.8K +$209 +7 +0.5%
MCM
917
Manchester Capital Management
Vermont
$41.8K -$10K -336 -19%
RF
918
Roxbury Financial
New Jersey
$41.3K – – –
GWM
919
Geneos Wealth Management
Colorado
$40.5K -$3.9K -131 -9%
CCMI
920
Creative Capital Management Investments
California
$40.2K – – –
UB
921
UMB Bank
Missouri
$39.8K – – –
GWS
922
Glassman Wealth Services
Virginia
$39.2K – – –
PCA
923
Providence Capital Advisors
North Carolina
$38.7K – – –
IAIM
924
International Assets Investment Management
Florida
$36.2K +$35.9K +1,205 New
AI
925
Atomic Invest
New York
$35.9K +$35.3K +1,183 New