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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RG
1026
RHL Group
Michigan
$13.2K +$34 +1 +0.3%
TF
1027
Tompkins Financial
New York
$13K +$12.1K +353 New
PIP
1028
Peachtree Investment Partners
Florida
$12.7K +$34 +1 +0.3%
VWM
1029
Valley Wealth Managers
New Jersey
$12.5K – – –
TCM
1030
Triumph Capital Management
Colorado
$12.3K +$34 +1 +0.3%
SL
1031
Salomon & Ludwin
Virginia
$11.2K – – –
CTWM
1032
Cherry Tree Wealth Management
Minnesota
$10.9K +$6.95K +202 +213%
AIC
1033
Archer Investment Corporation
Indiana
$10.9K -$26.8K -780 -73%
KFAS
1034
Keating Financial Advisory Services
Kansas
$10.8K – – –
BWS
1035
Buck Wealth Strategies
Colorado
$10.3K +$9.6K +279 New
BFPW
1036
BOK Financial Private Wealth
Colorado
$10.1K – – –
HBW
1037
Hazlett, Burt & Watson
West Virginia
$10K – – –
CFB
1038
Cullen/Frost Bankers
Texas
$9.02K +$34 +1 +0.4%
APW
1039
Atlantic Private Wealth
North Carolina
$8.12K – – –
BAM
1040
Bellevue Asset Management
Washington
$7.52K – – –
HWA
1041
Heritage Wealth Advisors
Virginia
$7.38K – – –
CFFP
1042
Center for Financial Planning
Michigan
$6.2K +$5.78K +168 New
Simplex Trading
1043
Simplex Trading
Illinois
$5.83K +$2.62K +76 +93%
CPG
1044
Cornerstone Planning Group
New Jersey
$5.77K – – –
WIM
1045
Westside Investment Management
California
$5.53K +$5.16K +150 New
CCMW
1046
Cypress Capital Management (Wyoming)
Wyoming
$5.2K – – –
CSC
1047
Caldwell Sutter Capital
California
$4.88K – – –
OPTFSNA
1048
Old Point Trust & Financial Services N A
Virginia
$4.65K – – –
CVM
1049
Cheviot Value Management
California
$3.98K – – –
FNWA
1050
Financial Network Wealth Advisors
Utah
$3.76K – – –