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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
$1.66M -$271K -12,129 -13%
JWA
277
JFS Wealth Advisors
Pennsylvania
$1.65M +$18.7K +837 +1%
SHJ
278
Sharkey, Howes & Javer
Colorado
$1.65M +$4.15K +186 +0.2%
RC
279
RegentAtlantic Capital
New Jersey
$1.63M +$1.14M +51,252 +173%
BWFA
280
Baltimore-Washington Financial Advisors
Maryland
$1.63M +$198K +8,892 New
GRP
281
Global Retirement Partners
California
$1.62M +$16K +717 +1%
SFA
282
Sequoia Financial Advisors
Ohio
$1.59M -$369K -16,521 -17%
RWM
283
Reston Wealth Management
Virginia
$1.57M +$1.46M +65,547 +523%
SWA
284
Sutton Wealth Advisors
Florida
$1.56M -$1.21K -54 -0.1%
CAG
285
Curtis Advisory Group
California
$1.55M +$1.06M +47,415 +161%
QCG
286
Quadrant Capital Group
Ohio
$1.52M +$473K +21,201 +39%
VCM
287
Vision Capital Management
Oregon
$1.5M -$151K -6,762 -8%
CWM
288
Chesapeake Wealth Management
Virginia
$1.5M -$12.4K -555 -0.7%
CFO
289
Collective Family Office
Pennsylvania
$1.49M -$834K -37,371 -34%
DWMG
290
DB Wealth Management Group
California
$1.47M -$171K -7,677 -10%
WW
291
Waterfront Wealth
Kansas
$1.47M -$132K -5,934 -8%
FAG
292
Financial Advisory Group
Texas
$1.46M +$270K +12,117 +20%
WKSWA
293
White Knight Strategic Wealth Advisors
New Jersey
$1.45M -$22.3K -999 -1%
IWP
294
IAG Wealth Partners
Wisconsin
$1.43M -$215K -9,657 -12%
MMHP
295
Murphy Middleton Hinkle & Parker
Georgia
$1.39M +$48K +2,151 +3%
VCM
296
Vivaldi Capital Management
Illinois
$1.38M +$144K +6,474 +11%
ICG
297
InterOcean Capital Group
Tennessee
$1.38M -$109K -4,908 -7%
NCM
298
Novare Capital Management
North Carolina
$1.36M +$141K +6,312 +10%
AIA
299
Armor Investment Advisors
North Carolina
$1.36M -$33.2K -1,488 -2%
BRWA
300
B. Riley Wealth Advisors
Florida
$1.36M +$465K +20,829 +45%
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