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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
376
Bogart Wealth LLC
Virginia
$1.43M -$15K -564 -1%
SHJ
377
Sharkey, Howes & Javer
Colorado
$1.41M -$139K -5,223 -9%
AWM
378
Apollon Wealth Management
South Carolina
$1.4M -$17M -639,162 -93%
EFG
379
Embree Financial Group
Illinois
$1.39M +$42.2K +1,587 +3%
IWP
380
IAG Wealth Partners
Wisconsin
$1.37M -$39.6K -1,488 -3%
OWA
381
Opal Wealth Advisors
New York
$1.37M -$109K -4,086 -8%
ML
382
McAdam LLC
Pennsylvania
$1.36M +$80.4K +3,024 +7%
PSCM
383
Per Stirling Capital Management
Texas
$1.33M -$31.8K -1,194 -2%
FI
384
FIDELIS iM
Oregon
$1.33M
BCA
385
Bay Colony Advisors
Massachusetts
$1.33M +$1.04K +39 +0.1%
MWP
386
Madison Wealth Partners
Wisconsin
$1.32M +$302K +11,370 +31%
FPF
387
First Pacific Financial
Washington
$1.31M -$55.7K -2,094 -4%
AL
388
Aspiriant LLC
California
$1.31M -$6.54K -246 -0.5%
FHA
389
Flagship Harbor Advisors
Massachusetts
$1.31M +$6.62K +249 +0.5%
HIC
390
Holderness Investments Company
North Carolina
$1.3M +$197K +7,401 +19%
NGA
391
Naples Global Advisors
Florida
$1.3M +$558 +21 +0%
BWM
392
Benchmark Wealth Management
Connecticut
$1.3M +$80 +3 +0%
1WM
393
1900 Wealth Management
Texas
$1.3M -$143K -5,373 -10%
SAM
394
S.A. Mason
Michigan
$1.3M +$2.79K +105 +0.2%
WAG
395
Windsor Advisory Group
Ohio
$1.28M -$1.67M -62,820 -58%
FA
396
FF Advisors
California
$1.28M +$2.38M +89,430 +189%
GB
397
Goepper Burkhardt
South Carolina
$1.27M +$9.97K +375 +0.8%
US Bancorp
398
US Bancorp
Minnesota
$1.27M -$10.3K -387 -0.8%
SF
399
Synovus Financial
Georgia
$1.27M +$608K +22,878 +100%
KWM
400
Kingsview Wealth Management
Oregon
$1.26M +$41K +1,542 +4%