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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
251
MBA Advisors
Pennsylvania
$3.41M -$440K -17,235 -12%
HF
252
Halpern Financial
Virginia
$3.39M +$594K +23,295 +23%
IWM
253
IHT Wealth Management
Illinois
$3.35M +$810K +31,767 +35%
WSTAM
254
Wilbanks Smith & Thomas Asset Management
Virginia
$3.32M -$92.7K -3,633 -3%
NA
255
NewEdge Advisors
Louisiana
$3.29M -$310K -12,171 -9%
PMFA
256
Plante Moran Financial Advisors
Michigan
$3.29M -$113K -4,428 -4%
PIAS
257
PCA Investment Advisory Services
Ohio
$3.28M +$111K +4,368 +4%
RWP
258
Revolve Wealth Partners
New Jersey
$3.28M -$81.4K -3,192 -3%
NIM
259
Nicollet Investment Management
Minnesota
$3.27M +$29.5K +1,158 +1%
PWM
260
Perigon Wealth Management
California
$3.26M -$16K -627 -0.5%
ACA
261
Affinity Capital Advisors
California
$3.23M -$1.31M -51,384 -30%
BBWP
262
Beacon Bridge Wealth Partners
Pennsylvania
$3.22M -$1.11M -43,416 -27%
FFA
263
Farther Finance Advisors
California
$3.19M +$2.84M +111,267 +1,570%
RC
264
Roundview Capital
New Jersey
$3.19M -$207K -8,127 -6%
EW
265
Element Wealth
Mississippi
$3.17M -$8.04K -315 -0.3%
PWMAG
266
Pinnacle Wealth Management Advisory Group
New Jersey
$3.09M -$121K -4,740 -4%
FAG
267
Financial Advisory Group
Texas
$3.09M -$9.18K -360 -0.3%
BA
268
Bristlecone Advisors
Washington
$2.98M -$5.13K -201 -0.2%
UCFA
269
United Capital Financial Advisors
Texas
$2.97M -$59.8K -2,343 -2%
TWG
270
The Wealth Group
Minnesota
$2.94M -$18.1K -708 -0.6%
WANY
271
Wealthspire Advisors (New York)
New York
$2.9M +$35.7K +1,401 +1%
HA
272
HC Advisors
Georgia
$2.88M +$124K +4,845 +5%
CFS
273
CRA Financial Services
New Jersey
$2.87M +$5.97K +234 +0.2%
MAM
274
Marquette Asset Management
Minnesota
$2.86M -$13.5K -528 -0.5%
UIA
275
Ulland Investment Advisors
Minnesota
$2.86M -$93K -3,645 -3%
9 10
11
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