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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
551
Apella Capital
Connecticut
$753K +$20.1K +632 +3%
WI
552
Westbourne Investments
Virginia
$753K +$23.9K +750 +3%
CWA
553
Carolina Wealth Advisors
South Carolina
$752K -$84.2K -2,645 -10%
LFG
554
Leverty Financial Group
Wisconsin
$751K +$47.8K +1,501 +7%
HI
555
Hendershot Investments
Virginia
$749K +$14.1K +444 +2%
SIM
556
Sims Investment Management
Ohio
$749K – – –
AOWM
557
Asset One Wealth Management
Washington
$747K +$44.7K +1,405 +7%
SAG
558
SageView Advisory Group
California
$741K -$892 -28 -0.1%
PA
559
Planning Alternatives
Michigan
$737K -$23.4K -734 -3%
NA
560
Nautilus Advisors
California
$735K +$32 +1 +0%
CHA
561
Cooper/Haims Advisors
New York
$729K +$5.45K +171 +0.7%
MCA
562
Midwest Capital Advisors
Michigan
$726K +$7.29K +229 +1%
BWL
563
Bogart Wealth LLC
Virginia
$723K -$251K -7,896 -25%
EFG
564
Everest Financial Group
Minnesota
$723K +$225K +7,078 +43%
MA
565
Modus Advisors
Minnesota
$722K -$5.29K -166 -0.7%
JF
566
Joule Financial
Kentucky
$712K -$60.5K -1,899 -8%
FC
567
Financial Consulate
Maryland
$712K +$509 +16 +0.1%
SWA
568
Stratos Wealth Advisors
Ohio
$703K -$5.45K -171 -0.7%
Brown Advisory
569
Brown Advisory
Maryland
$700K -$3.28K -103 -0.5%
AWM
570
AE Wealth Management
Kansas
$693K +$34.2K +1,074 +5%
GT
571
Greenleaf Trust
Michigan
$690K -$9.55K -300 -1%
BFO
572
Biltmore Family Office
North Carolina
$681K – – –
SEM
573
Strategic Equity Management
Arizona
$680K – – –
DM
574
Diversified Management
Wisconsin
$678K – – –
SFO
575
Stokes Family Office
Louisiana
$677K -$14.7K -461 -2%