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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
501
Bogart Wealth LLC
Virginia
$940K +$5.57K +187 +0.6%
Bank of New York Mellon
502
Bank of New York Mellon
New York
$937K +$6.53K +219 +0.7%
MA
503
Mutual Advisors
Nebraska
$936K -$14.9K -501 -2%
SWP
504
Stratos Wealth Partners
Ohio
$932K +$182K +6,092 +24%
HFO
505
Heritage Family Offices
Arizona
$917K +$909K +30,487 New
SPC
506
Sigma Planning Corp
Michigan
$916K -$9.66K -324 -1%
OCM
507
One Capital Management
California
$915K -$363K -12,189 -29%
JC
508
JM2 Capital
Oklahoma
$915K +$907K +30,443 New
PFBT
509
Parkside Financial Bank & Trust
Missouri
$902K – – –
OIS
510
Okabena Investment Services
Minnesota
$893K – – –
AA
511
Alesco Advisors
New York
$887K +$83.2K +2,791 +10%
BL
512
BCWM LLC
Kansas
$887K +$44.6K +1,496 +5%
PAM
513
Pegasus Asset Management
New York
$887K +$111K +3,739 +15%
PA
514
Parallel Advisors
California
$884K -$360K -12,079 -29%
SSWG
515
Seven Springs Wealth Group
Tennessee
$878K -$23.9K -801 -3%
APW
516
Aurora Private Wealth
New Jersey
$878K +$871K +29,205 New
DAS
517
Daybright Advisory Services
Florida
$876K +$868K +29,123 New
DADC
518
D.A. Davidson & Co
Montana
$873K +$866K +29,045 New
OBWG
519
Onyx Bridge Wealth Group
New York
$872K – – –
WPA
520
West Paces Advisors
Georgia
$869K +$1.25K +42 +0.1%
HNB
521
Huntington National Bank
Ohio
$866K – – –
FNBT
522
FineMark National Bank & Trust
Florida
$863K -$296K -9,932 -26%
NB
523
NBT Bank
New York
$862K +$30 +1 +0%
CPL
524
CAP Partners LLC
Tennessee
$861K -$477 -16 -0.1%
CG
525
Cynosure Group
Utah
$860K -$640K -21,459 -43%