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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
251
Coldstream Capital Management
Washington
$1.32M -$118K -7,263 -9%
CA
252
Clearstead Advisors
Ohio
$1.31M -$187K -11,448 -13%
FLPIM
253
F.L. Putnam Investment Management
Massachusetts
$1.31M -$250K -15,360 -17%
CAG
254
Curtis Advisory Group
California
$1.3M +$222K +13,629 +23%
IAN
255
Integrated Advisors Network
Texas
$1.28M +$50.1K +3,072 +4%
IF
256
Ironwood Financial
Arizona
$1.28M -$21.1K -1,293 -2%
MIAN
257
Mariner Independent Advisor Network
Kansas
$1.27M -$445K -27,273 -27%
FBB
258
Fulton Breakefield Broenniman
Maryland
$1.27M -$78.4K -4,809 -6%
MCM
259
MAI Capital Management
Ohio
$1.26M -$326K -20,016 -22%
CIAS
260
Capital Investment Advisory Services
North Carolina
$1.26M -$27.3K -1,677 -2%
SFA
261
Souders Financial Advisors
Ohio
$1.25M -$71.1K -4,365 -6%
PFT
262
Providence First Trust
Arizona
$1.24M -$1.26M -77,169 -52%
BAM
263
Belpointe Asset Management
Nevada
$1.23M +$249K +15,285 +28%
HA
264
Harborview Advisors
Maine
$1.22M +$30.1K +1,845 +3%
FCM
265
Fortis Capital Management
Washington
$1.19M -$144K -8,838 -12%
MWM
266
Meridian Wealth Management
Kentucky
$1.18M -$7.92K -486 -0.7%
BCWM
267
Bartlett & Co Wealth Management
Ohio
$1.14M -$79.3K -4,863 -7%
BC
268
Bartlett & Co
Ohio
$1.14M -$79.3K -4,863 -7%
CF
269
Centaurus Financial
California
$1.14M +$551K +33,825 +108%
CFS
270
CRA Financial Services
New Jersey
$1.13M +$50.7K +3,108 +5%
AL
271
Aspiriant LLC
California
$1.13M -$690K -42,306 -40%
BIA
272
Bigelow Investment Advisors
Maine
$1.11M -$598K -36,681 -37%
FA
273
Fagan Associates
New York
$1.11M -$198K -12,165 -16%
PWMG
274
Prestige Wealth Management Group
New Jersey
$1.1M +$25.5K +1,563 +3%
ECG
275
Edge Capital Group
Georgia
$1.1M +$244 +15 +0%
9 10
11
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