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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
251
Souders Financial Advisors
Ohio
$2.11M +$123K +5,523 +6%
WA
252
WBH Advisory
Maryland
$2.11M +$156K +6,978 +7%
RCA
253
Reitz Capital Advisors
Michigan
$2.08M -$309K -13,860 -12%
HA
254
HC Advisors
Georgia
$2.02M +$35.7K +1,602 +2%
YWP
255
YorkBridge Wealth Partners
New York
$2.02M +$194K +8,688 +10%
CFG
256
Citizens Financial Group
Rhode Island
$1.98M +$5.76K +258 +0.3%
CFS
257
CRA Financial Services
New Jersey
$1.98M -$29.2K -1,311 -1%
LCM
258
Leisure Capital Management
California
$1.96M +$402 +18 +0%
IWM
259
IHT Wealth Management
Illinois
$1.95M +$1.41M +63,036 +188%
JCIA
260
Jackson Creek Investment Advisors
Colorado
$1.94M +$32.8K +1,470 +2%
LHEI
261
Leo H. Evart Inc
California
$1.92M -$10.5K -471 -0.5%
BWM
262
BCS Wealth Management
Tennessee
$1.92M +$102K +4,590 +5%
JPLA
263
Joseph P. Lucia & Associates
New York
$1.91M -$7.56K -339 -0.4%
BCWM
264
Bartlett & Co Wealth Management
Ohio
$1.9M +$725K +32,484 +53%
BC
265
Bartlett & Co
Ohio
$1.9M +$725K +32,484 +53%
PFT
266
Providence First Trust
Arizona
$1.9M -$132K -5,925 -6%
FCAG
267
First Capital Advisors Group
New Jersey
$1.88M +$14.8K +663 +0.7%
SIA
268
SkyView Investment Advisors
New Jersey
$1.88M +$14.8K +663 +0.7%
BFA
269
Beaumont Financial Advisors
Massachusetts
$1.88M +$1.65M +74,133 +394%
FSWA
270
Financial Synergies Wealth Advisors
Texas
$1.83M +$1.35M +60,711 +203%
SWM
271
SeaCrest Wealth Management
New York
$1.8M +$11.6K +519 +0.6%
WP
272
WealthShield Partners
North Carolina
$1.77M +$105K +4,686 +6%
JWS
273
Juncture Wealth Strategies
Arizona
$1.75M -$1.44M -64,542 -43%
LF
274
LifeSteps Financial
California
$1.71M -$393K -17,631 -17%
FPF
275
First Pacific Financial
Washington
$1.7M -$3.21K -144 -0.2%
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