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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
251
Independent Solutions Wealth Management
New York
$2.21M -$156K -6,441 -7%
ASN
252
Advisory Services Network
Georgia
$2.18M -$332K -13,668 -13%
PFA
253
Pinnacle Family Advisors
Missouri
$2.17M -$347K -14,307 -14%
JWS
254
Juncture Wealth Strategies
Arizona
$2.17M -$2.24M -92,331 -51%
BWL
255
Bogart Wealth LLC
Virginia
$2.16M +$839K +34,572 +66%
FCM
256
Fortis Capital Management
Washington
$2.16M +$358K +14,763 +20%
EH
257
Equitable Holdings
New York
$2.12M -$496K -20,463 -19%
PWA
258
Peterson Wealth Advisors
Utah
$2.12M -$6.99K -288 -0.3%
JCIA
259
Jackson Creek Investment Advisors
Colorado
$2.12M +$168K +6,936 +9%
WANY
260
Wealthspire Advisors (New York)
New York
$2.1M +$2.05M +84,555 New
AIA
261
Armor Investment Advisors
North Carolina
$2.1M +$25.9K +1,068 +1%
IWMA
262
Ironwood Wealth Management (Arizona)
Arizona
$2.09M -$586K -24,147 -22%
HA
263
HC Advisors
Georgia
$2.07M +$67.5K +2,784 +3%
BWM
264
BCS Wealth Management
Tennessee
$2.06M -$94.3K -3,888 -4%
WW
265
Waterfront Wealth
Kansas
$2.04M -$996K -41,061 -34%
VCM
266
Vision Capital Management
Oregon
$2.04M -$395K -16,263 -17%
MWM
267
Minot Wealth Management
Massachusetts
$2.01M +$1.97M +81,000 New
FC
268
FCA Corp
Texas
$2.01M +$45.6K +1,881 +2%
MIAN
269
Mariner Independent Advisor Network
Kansas
$2M +$11.6K +477 +0.6%
CFS
270
CRA Financial Services
New Jersey
$1.98M +$196K +8,067 +11%
SWA
271
Sutton Wealth Advisors
Florida
$1.97M -$2.77K -114 -0.1%
SWM
272
Spire Wealth Management
Virginia
$1.85M +$1.83M +75,579 New
CF
273
Centaurus Financial
California
$1.84M -$1.05M -43,137 -37%
HA
274
Harborview Advisors
Maine
$1.83M +$67.3K +2,775 +4%
KIA
275
KCM Investment Advisors
California
$1.82M – – –
9 10
11
12 13