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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
276
Nicollet Investment Management
Minnesota
$2.35M +$249K +9,918 +12%
MWM
277
Minot Wealth Management
Massachusetts
$2.35M -$451K -18,000 -16%
DWMG
278
DB Wealth Management Group
California
$2.35M +$343K +13,686 +17%
CFS
279
CRA Financial Services
New Jersey
$2.34M -$15.5K -618 -0.7%
HA
280
HC Advisors
Georgia
$2.33M +$118K +4,695 +5%
YWP
281
YorkBridge Wealth Partners
New York
$2.3M +$82.2K +3,279 +4%
BWM
282
BCS Wealth Management
Tennessee
$2.29M -$388K -15,489 -15%
SFA
283
Souders Financial Advisors
Ohio
$2.29M +$109K +4,332 +5%
PA
284
Pinnacle Associates
New York
$2.27M +$438K +17,469 +24%
SWM
285
SeaCrest Wealth Management
New York
$2.23M -$1.13K -45 -0.1%
SIA
286
SkyView Investment Advisors
New Jersey
$2.21M -$2.15M -85,863 -47%
SHJ
287
Sharkey, Howes & Javer
Colorado
$2.19M -$203K -8,112 -9%
WANY
288
Wealthspire Advisors (New York)
New York
$2.17M +$35.6K +1,422 +2%
AF
289
Advisornet Financial
Minnesota
$2.14M -$2.12M -84,492 -50%
PWA
290
Peterson Wealth Advisors
Utah
$2.14M -$4.66K -186 -0.2%
JWA
291
JFS Wealth Advisors
Pennsylvania
$2.1M -$63.3K -2,526 -3%
JWS
292
Juncture Wealth Strategies
Arizona
$2.06M -$57.6K -2,298 -3%
WP
293
WealthShield Partners
North Carolina
$2.02M +$2M +79,794 New
VCM
294
Vision Capital Management
Oregon
$2M -$99K -3,948 -5%
PCMC
295
Private Capital Management (Colorado)
Colorado
$1.98M -$29.3K -1,170 -1%
SWA
296
Sutton Wealth Advisors
Florida
$1.96M -$3.16K -126 -0.2%
PWMAG
297
Pinnacle Wealth Management Advisory Group
New Jersey
$1.93M +$438K +17,460 +30%
CWM
298
Chesapeake Wealth Management
Virginia
$1.9M -$54K -2,154 -3%
PCA
299
Permit Capital Advisors
Pennsylvania
$1.89M +$1.86M +74,373 New
SFP
300
Strategic Financial Planning
Texas
$1.84M -$337K -13,461 -16%
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