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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
226
Coldstream Capital Management
Washington
$3.62M -$397K -17,310 -11%
AFO
227
Arrowroot Family Office
California
$3.6M -$274K -11,964 -8%
MA
228
MBA Advisors
Pennsylvania
$3.59M -$2.66M -115,980 -45%
GPFA
229
Game Plan Financial Advisors
Ohio
$3.57M +$3.26M +142,341 New
BBPWM
230
Blue Bell Private Wealth Management
Pennsylvania
$3.56M -$60.4K -2,637 -2%
MAS
231
Madden Advisory Services
Florida
$3.55M +$32.6K +1,425 +1%
PAG
232
Powers Advisory Group
Illinois
$3.55M +$56.7K +2,475 +2%
PSIWM
233
Paradigm Strategies in Wealth Management
Minnesota
$3.55M -$34.6K -1,509 -1%
SFMG
234
Sage Financial Management Group
Virginia
$3.51M -$43.2K -1,887 -1%
CFG
235
Citizens Financial Group
Rhode Island
$3.48M +$17.3K +753 +0.5%
BBW
236
Blue Barn Wealth
Utah
$3.48M +$27.1K +1,182 +0.9%
RWM
237
Reston Wealth Management
Virginia
$3.43M +$42.3K +1,845 +1%
SFA
238
Souders Financial Advisors
Ohio
$3.4M +$17K +741 +0.6%
SPP
239
Single Point Partners
Massachusetts
$3.35M +$405K +17,658 +15%
NA
240
NewEdge Advisors
Louisiana
$3.34M +$194K +8,460 +7%
AF
241
Apollon Financial
South Carolina
$3.31M +$3.02M +131,697 New
PA
242
Pinnacle Associates
New York
$3.28M -$662K -28,902 -18%
CHA
243
Carmichael Hill & Associates
Maryland
$3.19M +$83K +3,621 +3%
DWM
244
Destination Wealth Management
California
$3.19M +$1.7M +74,190 +141%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$3.16M -$50.6K -2,208 -2%
RC
246
Roundview Capital
New Jersey
$3.16M -$137K -5,967 -5%
PMFA
247
Plante Moran Financial Advisors
Michigan
$3.15M -$430K -18,786 -13%
ACA
248
Atlas Capital Advisors
Wyoming
$3.13M +$92.1K +4,020 +3%
RWP
249
Revolve Wealth Partners
New Jersey
$3.11M -$146K -6,390 -5%
FC
250
Forte Capital
New York
$3.11M -$12.7K -555 -0.4%
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