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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AC
701
AlphaCore Capital
California
$26K -$301 -12 -1%
EWM
702
EPG Wealth Management
Georgia
$25K -$2.56K -102 -9%
SAM
703
Strategic Asset Management
Minnesota
$25K
LCM
704
Logan Capital Management
Pennsylvania
$22K -$150 -6 -0.7%
PO
705
Private Ocean
California
$22K
AWM
706
Atticus Wealth Management
Florida
$22K +$21.1K +840 +7,000%
AAP
707
Arax Advisory Partners
Colorado
$21K +$1.2K +48 +6%
JP Morgan Chase
708
JP Morgan Chase
New York
$20K +$19.8K +789 New
GIA
709
Goodwin Investment Advisory
Georgia
$18K
SIAP
710
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$451 +18 +3%
KFI
711
Key Financial Inc
Pennsylvania
$17K
HBW
712
Hazlett, Burt & Watson
West Virginia
$16K +$15.5K +618 New
BFG
713
Baron Financial Group
New Jersey
$15.2K
HF
714
Halpern Financial
Virginia
$15.2K
CFGS
715
Concourse Financial Group Securities
Alabama
$15K -$83.7K -3,339 -85%
GWS
716
Glassman Wealth Services
Virginia
$15K -$5.94K -237 -28%
OHWP
717
Oak Harbor Wealth Partners
North Carolina
$15K
SWM
718
Selective Wealth Management
Virginia
$15K +$14.6K +582 New
LPP
719
Life Planning Partners
Florida
$13K
Citigroup
720
Citigroup
New York
$13K +$4.36K +174 +54%
FFA
721
Fairfield Financial Advisors
Massachusetts
$12.2K +$12.1K +483 New
ME
722
McIlrath & Eck
Washington
$12K
AW
723
Avion Wealth
Texas
$10K
HS
724
Horan Securities
United States
$9K
HCM
725
Horrell Capital Management
Arkansas
$9K