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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
251
Advisory Services Network
Georgia
$2.18M -$332K -13,668 -13%
PFA
252
Pinnacle Family Advisors
Missouri
$2.17M -$347K -14,307 -14%
JWS
253
Juncture Wealth Strategies
Arizona
$2.17M -$2.24M -92,331 -51%
BWL
254
Bogart Wealth LLC
Virginia
$2.16M +$839K +34,572 +66%
FCM
255
Fortis Capital Management
Washington
$2.16M +$358K +14,763 +20%
EH
256
Equitable Holdings
New York
$2.12M -$496K -20,463 -19%
PWA
257
Peterson Wealth Advisors
Utah
$2.12M -$6.99K -288 -0.3%
JCIA
258
Jackson Creek Investment Advisors
Colorado
$2.12M +$168K +6,936 +9%
WANY
259
Wealthspire Advisors (New York)
New York
$2.1M +$2.05M +84,555 New
AIA
260
Armor Investment Advisors
North Carolina
$2.1M +$25.9K +1,068 +1%
IWMA
261
Ironwood Wealth Management (Arizona)
Arizona
$2.09M -$586K -24,147 -22%
HA
262
HC Advisors
Georgia
$2.07M +$67.5K +2,784 +3%
BWM
263
BCS Wealth Management
Tennessee
$2.06M -$94.3K -3,888 -4%
WW
264
Waterfront Wealth
Kansas
$2.04M -$996K -41,061 -34%
VCM
265
Vision Capital Management
Oregon
$2.04M -$395K -16,263 -17%
MWM
266
Minot Wealth Management
Massachusetts
$2.01M +$1.97M +81,000 New
FC
267
FCA Corp
Texas
$2.01M +$45.6K +1,881 +2%
MIAN
268
Mariner Independent Advisor Network
Kansas
$2M +$11.6K +477 +0.6%
CFS
269
CRA Financial Services
New Jersey
$1.98M +$196K +8,067 +11%
SWA
270
Sutton Wealth Advisors
Florida
$1.97M -$2.77K -114 -0.1%
SWM
271
Spire Wealth Management
Virginia
$1.85M +$1.83M +75,579 New
CF
272
Centaurus Financial
California
$1.84M -$1.05M -43,137 -37%
HA
273
Harborview Advisors
Maine
$1.83M +$67.3K +2,775 +4%
KIA
274
KCM Investment Advisors
California
$1.82M – – –
WOSD
275
WFA of San Diego
California
$1.82M -$505K -20,802 -22%
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