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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
251
Mather Group
Illinois
$3.07M -$42.2K -1,842 -1%
NRI
252
NFP Retirement Inc
California
$3.07M -$180K -7,872 -6%
PWM
253
Perigon Wealth Management
California
$3.03M +$9.35K +408 +0.3%
NIM
254
Nicollet Investment Management
Minnesota
$3M +$8.32K +363 +0.3%
PWMAG
255
Pinnacle Wealth Management Advisory Group
New Jersey
$2.98M -$480K -20,934 -15%
EW
256
Element Wealth
Mississippi
$2.94M -$27.8K -1,212 -1%
VBWMG
257
Von Berge Wealth Management Group
California
$2.94M -$353K -15,411 -11%
PIAS
258
PCA Investment Advisory Services
Ohio
$2.93M -$51.4K -2,244 -2%
NP
259
NorthRock Partners
Minnesota
$2.91M +$442K +19,290 +20%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$2.87M +$2.62M +114,312 New
BWG
261
Balanced Wealth Group
Ohio
$2.87M +$2.62M +114,309 New
FAG
262
Financial Advisory Group
Texas
$2.87M -$30.9K -1,350 -1%
UCFA
263
United Capital Financial Advisors
Texas
$2.8M -$685K -29,886 -21%
TWG
264
The Wealth Group
Minnesota
$2.76M +$2.55M +111,219 New
BA
265
Bristlecone Advisors
Washington
$2.76M -$113K -4,911 -4%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$2.74M -$162K -7,065 -6%
UIA
267
Ulland Investment Advisors
Minnesota
$2.73M +$105K +4,572 +4%
MAM
268
Marquette Asset Management
Minnesota
$2.66M -$98.6K -4,302 -4%
CFS
269
CRA Financial Services
New Jersey
$2.65M -$31.5K -1,374 -1%
WANY
270
Wealthspire Advisors (New York)
New York
$2.64M -$11.4K -498 -0.5%
CFIA
271
Cantor Fitzgerald Investment Advisors
New York
$2.61M +$2.38M +104,091 New
OFG
272
Orcam Financial Group
California
$2.61M -$318K -13,890 -12%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$2.58M +$196K +8,568 +9%
BC
274
Bartlett & Co
Ohio
$2.58M +$196K +8,568 +9%
HA
275
HC Advisors
Georgia
$2.55M +$88K +3,840 +4%
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11
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