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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
251
Pinnacle Associates
New York
$3.25M -$383K -13,430 -10%
ECM
252
Exchange Capital Management
Michigan
$3.21M -$657K -23,054 -17%
EW
253
Element Wealth
Mississippi
$3.21M -$12.9K -452 -0.4%
ZF
254
Zhang Financial
Michigan
$3.2M +$206K +7,238 +7%
MMCM
255
Murphy & Mullick Capital Management
New York
$3.2M +$3.29M +115,411 New
RWP
256
Revolve Wealth Partners
New Jersey
$3.19M -$62K -2,177 -2%
CP
257
Capital Planning
Washington
$3.15M +$372K +13,066 +13%
PIAS
258
PCA Investment Advisory Services
Ohio
$3.15M -$112K -3,914 -3%
BA
259
Bristlecone Advisors
Washington
$3.13M +$19.6K +689 +0.6%
SF
260
Safeguard Financial
Wisconsin
$3.11M -$352K -12,364 -10%
MG
261
Mather Group
Illinois
$3.1M -$130K -4,558 -4%
WFAG
262
Wescott Financial Advisory Group
Pennsylvania
$3.09M +$10.7K +375 +0.3%
CP
263
Creekside Partners
California
$3.07M +$75.8K +2,662 +2%
BBWP
264
Beacon Bridge Wealth Partners
Pennsylvania
$3.05M -$10.7K -376 -0.3%
TWG
265
The Wealth Group
Minnesota
$3.01M -$7.75K -272 -0.2%
IAA
266
Independent Advisor Alliance
North Carolina
$2.98M +$2.7M +94,643 +730%
VFPW
267
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.97M -$22.5K -788 -0.7%
SAW
268
Signal Advisors Wealth
Michigan
$2.96M +$3.04M +106,717 New
CCM
269
Coldstream Capital Management
Washington
$2.94M -$3.22K -113 -0.1%
PWMAG
270
Pinnacle Wealth Management Advisory Group
New Jersey
$2.92M -$258K -9,045 -8%
WP
271
WealthShield Partners
North Carolina
$2.91M +$99.5K +3,491 +3%
UIA
272
Ulland Investment Advisors
Minnesota
$2.88M +$109K +3,821 +4%
HA
273
HC Advisors
Georgia
$2.85M +$21.1K +741 +0.7%
AAIM
274
Asset Advisors Investment Management
Georgia
$2.8M -$206K -7,225 -7%
OFG
275
Orcam Financial Group
California
$2.79M +$3.88K +136 +0.1%
9 10
11
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