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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
276
SeaCrest Wealth Management
New York
$2.37M -$192K -7,212 -8%
YWP
277
YorkBridge Wealth Partners
New York
$2.35M -$1.76M -66,108 -43%
HA
278
HC Advisors
Georgia
$2.34M -$9.6K -360 -0.4%
SFP
279
Strategic Financial Planning
Texas
$2.31M -$170K -6,378 -7%
SFA
280
Souders Financial Advisors
Ohio
$2.31M +$150K +5,628 +7%
JWA
281
JFS Wealth Advisors
Pennsylvania
$2.29M -$12.7K -477 -0.6%
JCIA
282
Jackson Creek Investment Advisors
Colorado
$2.29M +$117K +4,395 +5%
PWA
283
Peterson Wealth Advisors
Utah
$2.27M -$34.4K -1,290 -2%
WANY
284
Wealthspire Advisors (New York)
New York
$2.27M -$2.72K -102 -0.1%
JWS
285
Juncture Wealth Strategies
Arizona
$2.25M +$248K +9,282 +12%
VCM
286
Vision Capital Management
Oregon
$2.23M +$13.1K +492 +0.6%
NIM
287
Nicollet Investment Management
Minnesota
$2.23M +$416K +15,594 +23%
IWC
288
Integrated Wealth Concepts
Massachusetts
$2.21M -$871K -32,649 -28%
CPIG
289
Chicago Partners Investment Group
Illinois
$2.19M +$855K +32,070 +57%
QCM
290
Quest Capital Management
Texas
$2.18M +$2.17M +81,303 New
PCMC
291
Private Capital Management (Colorado)
Colorado
$2.13M -$123K -4,611 -5%
MIAN
292
Mariner Independent Advisor Network
Kansas
$2.13M -$323K -12,129 -13%
DWMG
293
DB Wealth Management Group
California
$2.12M +$109K +4,083 +5%
SWA
294
Sutton Wealth Advisors
Florida
$2.08M -$26K -975 -1%
CWM
295
Chesapeake Wealth Management
Virginia
$2.08M -$162K -6,090 -7%
WA
296
WBH Advisory
Maryland
$2.02M +$386K +14,481 +24%
WW
297
Waterfront Wealth
Kansas
$2.01M -$152K -5,694 -7%
BRWA
298
B. Riley Wealth Advisors
Florida
$1.99M -$16.3K -612 -0.8%
AIA
299
Armor Investment Advisors
North Carolina
$1.99M -$414K -15,531 -17%
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$1.94M +$108K +4,047 +6%
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