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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
226
Ameritas Advisory Services
Nebraska
$3.62M +$3.6M +134,997 New
MAS
227
Madden Advisory Services
Florida
$3.58M +$188K +7,032 +6%
HWM
228
HB Wealth Management
Georgia
$3.54M +$3.52M +131,940 New
TFS
229
TrustCore Financial Services
Tennessee
$3.49M -$1.1M -41,184 -24%
SWM
230
Southern Wealth Management
Texas
$3.47M -$212K -7,938 -6%
EW
231
Element Wealth
Mississippi
$3.46M -$808K -30,294 -19%
ACWM
232
Adams Chetwood Wealth Management
North Carolina
$3.44M -$539K -20,211 -14%
CFA
233
Cahill Financial Advisors
Minnesota
$3.4M -$20K -750 -0.6%
FCC
234
Flower City Capital
New York
$3.4M +$3.38M +126,804 New
FCM
235
Fortis Capital Management
Washington
$3.35M +$773K +28,971 +30%
SAF
236
Smith Anglin Financial
Texas
$3.34M -$128K -4,815 -4%
ACA
237
Atlas Capital Advisors
Wyoming
$3.33M -$296K -11,112 -8%
PWM
238
Perigon Wealth Management
California
$3.3M +$663K +24,861 +25%
BA
239
Bristlecone Advisors
Washington
$3.29M +$78.7K +2,952 +2%
MG
240
Mather Group
Illinois
$3.25M +$129K +4,845 +4%
KAS
241
Kestra Advisory Services
Texas
$3.24M -$39.4M -1,477,731 -92%
PFA
242
Pinnacle Family Advisors
Missouri
$3.22M +$449K +16,827 +16%
CF
243
Centaurus Financial
California
$3.2M -$62.8K -2,355 -2%
TWM
244
Tradition Wealth Management
Minnesota
$3.19M -$153K -5,751 -5%
CFO
245
Collective Family Office
Pennsylvania
$3.19M -$118K -4,410 -4%
MTIC
246
Missouri Trust & Investment Company
Missouri
$3.17M +$3.16M +118,401 New
RWA
247
River Wealth Advisors
Pennsylvania
$3.09M -$75.1K -2,817 -2%
LHEI
248
Leo H. Evart Inc
California
$3.02M +$3.01M +112,743 New
MWM
249
Minot Wealth Management
Massachusetts
$2.98M +$480K +18,000 +19%
BAM
250
Belpointe Asset Management
Nevada
$2.93M -$382K -14,340 -12%
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