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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
251
Carmichael Hill & Associates
Maryland
$2.47M -$19K -735 -0.8%
AIA
252
Armor Investment Advisors
North Carolina
$2.46M +$254K +9,816 +12%
BBW
253
Blue Barn Wealth
Utah
$2.44M +$2.41M +93,312 New
FCM
254
Fortis Capital Management
Washington
$2.43M +$158K +6,120 +7%
SLT
255
St Louis Trust
Missouri
$2.43M +$1.11M +43,119 +86%
CWM
256
Chesapeake Wealth Management
Virginia
$2.41M -$61.7K -2,388 -3%
MWM
257
Minot Wealth Management
Massachusetts
$2.4M +$310K +12,000 +15%
SFP
258
Strategic Financial Planning
Texas
$2.38M -$113K -4,389 -5%
CA
259
Clearstead Advisors
Ohio
$2.36M +$3.49K +135 +0.1%
JWA
260
JFS Wealth Advisors
Pennsylvania
$2.33M -$38K -1,470 -2%
PCMC
261
Private Capital Management (Colorado)
Colorado
$2.31M -$117K -4,527 -5%
BAM
262
Belpointe Asset Management
Nevada
$2.23M -$392K -15,192 -15%
ASN
263
Advisory Services Network
Georgia
$2.22M -$68.3K -2,646 -3%
CFS
264
CRA Financial Services
New Jersey
$2.2M +$124K +4,803 +6%
WANY
265
Wealthspire Advisors (New York)
New York
$2.18M -$24.3K -942 -1%
HA
266
HC Advisors
Georgia
$2.18M +$3.87K +150 +0.2%
MIAN
267
Mariner Independent Advisor Network
Kansas
$2.18M +$71.7K +2,775 +3%
LF
268
LifeSteps Financial
California
$2.16M +$339K +13,134 +19%
VCM
269
Vision Capital Management
Oregon
$2.15M +$6.04K +234 +0.3%
PWA
270
Peterson Wealth Advisors
Utah
$2.14M -$85.8K -3,321 -4%
WW
271
Waterfront Wealth
Kansas
$2.14M +$21.1K +816 +1%
FC
272
FCA Corp
Texas
$2.13M +$24.6K +951 +1%
JCIA
273
Jackson Creek Investment Advisors
Colorado
$2.12M -$100K -3,876 -5%
BWM
274
BCS Wealth Management
Tennessee
$2.12M -$48.1K -1,863 -2%
SAM
275
Sawgrass Asset Management
Florida
$2.08M +$197K +7,635 +11%
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