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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
$3.49M -$14.3K -636 -0.4%
BBPWM
227
Blue Bell Private Wealth Management
Pennsylvania
$3.44M -$16.8K -744 -0.5%
UCFA
228
United Capital Financial Advisors
Texas
$3.44M -$394K -17,466 -11%
BBWP
229
Beacon Bridge Wealth Partners
Pennsylvania
$3.44M -$1.82M -80,955 -36%
CFG
230
Citizens Financial Group
Rhode Island
$3.42M +$39.9K +1,770 +1%
PMFA
231
Plante Moran Financial Advisors
Michigan
$3.42M -$100K -4,458 -3%
MAM
232
Marquette Asset Management
Minnesota
$3.36M -$121K -5,355 -4%
PA
233
Pinnacle Associates
New York
$3.33M +$465K +20,643 +17%
MAS
234
Madden Advisory Services
Florida
$3.32M +$54.2K +2,403 +2%
KAS
235
Kestra Advisory Services
Texas
$3.32M +$3.52K +156 +0.1%
RC
236
Roundview Capital
New Jersey
$3.24M -$49.4K -2,190 -2%
VBWMG
237
Von Berge Wealth Management Group
California
$3.23M +$12.6K +561 +0.4%
BBW
238
Blue Barn Wealth
Utah
$3.19M +$86.5K +3,840 +3%
GG
239
Gleason Group
Kentucky
$3.19M -$3.6M -159,615 -54%
LBC
240
Lowe Brockenbrough & Co
Virginia
$3.16M -$35.5K -1,575 -1%
PAG
241
Powers Advisory Group
Illinois
$3.14M +$83.9K +3,723 +3%
SFA
242
Souders Financial Advisors
Ohio
$3.11M -$41.1K -1,824 -1%
MG
243
Mather Group
Illinois
$3.1M -$6.63K -294 -0.2%
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$3.09M -$70K -3,108 -2%
ISWM
245
Independent Solutions Wealth Management
New York
$3.04M +$119K +5,259 +4%
PWMAG
246
Pinnacle Wealth Management Advisory Group
New Jersey
$3.03M +$459K +20,355 +19%
CCFM
247
Clear Creek Financial Management
Washington
$2.97M +$105K +4,638 +4%
FC
248
Forte Capital
New York
$2.96M +$109K +4,854 +4%
PWM
249
Perigon Wealth Management
California
$2.9M -$5.81K -258 -0.2%
ACA
250
Atlas Capital Advisors
Wyoming
$2.86M +$137K +6,078 +5%
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