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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
276
SkyView Investment Advisors
New Jersey
$1.93M -$74.4K -3,225 -3%
YWP
277
YorkBridge Wealth Partners
New York
$1.91M +$9.07K +393 +0.4%
BAM
278
Belpointe Asset Management
Nevada
$1.9M -$110K -4,779 -5%
PWA
279
Peterson Wealth Advisors
Utah
$1.9M +$145K +6,279 +7%
BWM
280
BCS Wealth Management
Tennessee
$1.89M -$3.88K -168 -0.2%
SWM
281
SeaCrest Wealth Management
New York
$1.85M +$8.79K +381 +0.4%
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M -$129K -5,610 -6%
PA
283
Pinnacle Associates
New York
$1.82M -$54.5K -2,361 -3%
NWMG
284
National Wealth Management Group
Ohio
$1.8M -$246K -10,668 -11%
FPF
285
First Pacific Financial
Washington
$1.77M +$1.46M +63,138 +295%
D
286
Diversified
Delaware
$1.76M +$1.05M +45,324 +117%
WP
287
WealthShield Partners
North Carolina
$1.74M +$80K +3,465 +4%
SHJ
288
Sharkey, Howes & Javer
Colorado
$1.7M -$124K -5,394 -6%
JWA
289
JFS Wealth Advisors
Pennsylvania
$1.69M -$45.3K -1,965 -2%
VCM
290
Vision Capital Management
Oregon
$1.69M +$42.4K +1,839 +2%
DWMG
291
DB Wealth Management Group
California
$1.68M -$284K -12,309 -13%
IWP
292
IAG Wealth Partners
Wisconsin
$1.68M +$550K +23,856 +42%
SWA
293
Sutton Wealth Advisors
Florida
$1.62M – – –
CWM
294
Chesapeake Wealth Management
Virginia
$1.56M -$12.1K -525 -0.7%
PWMAG
295
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M -$54.7K -2,370 -3%
AL
296
ACAS LLC
California
$1.53M -$692 -30 -0%
ICG
297
InterOcean Capital Group
Tennessee
$1.53M +$1.69M +73,278 New
GRP
298
Global Retirement Partners
California
$1.53M -$22.5K -975 -1%
WKSWA
299
White Knight Strategic Wealth Advisors
New Jersey
$1.52M +$81K +3,510 +5%
WW
300
Waterfront Wealth
Kansas
$1.52M -$18.6K -807 -1%
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