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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
226
Alpha Omega Wealth Management
Virginia
$3.35M -$94.6K -4,107 -3%
MAM
227
Marquette Asset Management
Minnesota
$3.34M -$834K -36,195 -20%
BBPWM
228
Blue Bell Private Wealth Management
Pennsylvania
$3.3M +$4.97K +216 +0.1%
CFG
229
Citizens Financial Group
Rhode Island
$3.23M +$74.7K +3,243 +2%
SCI
230
Stableford Capital II
Arizona
$3.2M +$3.37M +146,382 New
SF
231
Safeguard Financial
Wisconsin
$3.19M -$120K -5,220 -4%
KAS
232
Kestra Advisory Services
Texas
$3.17M -$85.5K -3,714 -3%
RC
233
Roundview Capital
New Jersey
$3.14M -$12K -519 -0.4%
MAS
234
Madden Advisory Services
Florida
$3.12M -$8.77K -381 -0.3%
CI
235
CX Institutional
Indiana
$3.08M +$3.14M +136,347 New
VBWMG
236
Von Berge Wealth Management Group
California
$3.07M -$17.1K -744 -0.5%
LBC
237
Lowe Brockenbrough & Co
Virginia
$3.06M -$229K -9,960 -7%
WSTAM
238
Wilbanks Smith & Thomas Asset Management
Virginia
$3.02M -$211K -9,147 -6%
SFA
239
Souders Financial Advisors
Ohio
$3.01M +$517K +22,446 +20%
KF
240
Krilogy Financial
Missouri
$3M -$2.69M -116,760 -47%
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$2.99M -$150K -6,522 -5%
MG
242
Mather Group
Illinois
$2.97M -$43.9K -1,905 -1%
BBW
243
Blue Barn Wealth
Utah
$2.96M +$90.5K +3,930 +3%
LPAM
244
Lodestar Private Asset Management
California
$2.91M +$887K +38,517 +43%
PAG
245
Powers Advisory Group
Illinois
$2.91M +$113K +4,914 +4%
H
246
HoyleCohen
California
$2.89M +$7.95K +345 +0.3%
SOS
247
Silver Oak Securities
Tennessee
$2.88M +$477K +20,733 +19%
SWM
248
Southern Wealth Management
Texas
$2.85M -$300K -13,047 -9%
ISWM
249
Independent Solutions Wealth Management
New York
$2.78M -$69.3K -3,009 -2%
PWM
250
Perigon Wealth Management
California
$2.78M -$39.7K -1,725 -1%
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