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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
376
BCS Wealth Management
Tennessee
$1.76M -$1.79M -56,185 -50%
EFG
377
Embree Financial Group
Illinois
$1.75M +$28K +879 +2%
JWA
378
JFS Wealth Advisors
Pennsylvania
$1.75M -$26K -817 -1%
ES
379
ETF Store
Kansas
$1.74M +$88K +2,765 +5%
QWM
380
Quadcap Wealth Management
Texas
$1.73M -$6.21K -195 -0.3%
IC
381
IEQ Capital
California
$1.72M +$196K +6,156 +12%
CFO
382
CVA Family Office
Colorado
$1.69M -$18.4K -579 -1%
LC
383
LTG Capital
Massachusetts
$1.68M +$9.07K +285 +0.5%
SF
384
Seek First
California
$1.68M +$11.5K +361 +0.7%
OE
385
OFS Enterprise
Nebraska
$1.67M +$1.72M +54,043 New
KF
386
K2 Financial
California
$1.65M +$109K +3,420 +8%
BFS
387
Bradley Foster & Sargent
Connecticut
$1.64M -$420K -13,197 -20%
WIA
388
Westview Investment Advisors
Vermont
$1.62M -$395K -12,416 -19%
IWC
389
Integrated Wealth Concepts
Massachusetts
$1.61M +$1.66M +52,006 New
LIWM
390
Long Island Wealth Management
New York
$1.59M +$36.1K +1,134 +2%
G
391
GuidedMoney
Wisconsin
$1.59M – – –
BL
392
BFSG LLC
California
$1.59M -$17.3K -542 -1%
CFA
393
Cahill Financial Advisors
Minnesota
$1.59M -$55.8K -1,752 -3%
ICMM
394
Integrated Capital Management (Michigan)
Michigan
$1.58M +$4.04K +127 +0.2%
FBB
395
Fulton Breakefield Broenniman
Maryland
$1.58M +$1.81K +57 +0.1%
SEIA
396
Signature Estate & Investment Advisors
California
$1.58M +$34.1K +1,070 +2%
AFG
397
Arkansas Financial Group
Arkansas
$1.58M -$28.1K -881 -2%
NFTC
398
North Forty Two & Co
Oregon
$1.56M +$141K +4,425 +10%
HI
399
Harbour Investments
Wisconsin
$1.56M +$368K +11,561 +30%
KLI
400
Kelman-Lazarov Inc
Tennessee
$1.56M -$64.6K -2,029 -4%
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