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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
276
Providence First Trust
Arizona
$2.05M – – –
BWM
277
BCS Wealth Management
Tennessee
$2.04M -$40.4K -1,842 -2%
BFA
278
Beaumont Financial Advisors
Massachusetts
$2.04M +$4.6K +210 +0.2%
SFG
279
Sunburst Financial Group
Alabama
$2.03M +$973K +44,391 +92%
AC
280
Abbrea Capital
California
$2.02M +$645K +29,430 +47%
LCM
281
Leisure Capital Management
California
$1.98M -$141K -6,456 -7%
JPLA
282
Joseph P. Lucia & Associates
New York
$1.98M -$99.9K -4,557 -5%
LPAM
283
Lodestar Private Asset Management
California
$1.98M +$1.98M +90,309 New
CFA
284
Cahill Financial Advisors
Minnesota
$1.97M -$799K -36,471 -29%
JWS
285
Juncture Wealth Strategies
Arizona
$1.95M +$51.4K +2,343 +3%
TW
286
Transform Wealth
Colorado
$1.94M +$1.95M +88,905 New
CFO
287
Collective Family Office
Pennsylvania
$1.94M +$327K +14,940 +20%
SWM
288
SeaCrest Wealth Management
New York
$1.94M -$13.8K -630 -0.7%
IWM
289
IHT Wealth Management
Illinois
$1.91M -$207K -9,444 -10%
CS
290
Crescent Sterling
Louisiana
$1.9M +$1.9M +86,886 New
NIM
291
Nicollet Investment Management
Minnesota
$1.88M +$77.5K +3,534 +4%
CA
292
Centerpoint Advisors
Massachusetts
$1.84M +$1.84M +84,000 New
FPF
293
First Pacific Financial
Washington
$1.83M -$16K -732 -0.9%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$697K +31,782 +65%
HP
295
Hilltop Partners
Indiana
$1.73M +$1.74M +79,299 New
AWC
296
Adamsbrown Wealth Consultants
Kansas
$1.72M -$566K -25,824 -25%
NA
297
NewEdge Advisors
Louisiana
$1.72M +$213K +9,732 +7%
SWA
298
Sutton Wealth Advisors
Florida
$1.69M -$2.1K -96 -0.1%
JWA
299
JFS Wealth Advisors
Pennsylvania
$1.69M -$101K -4,620 -6%
LNC
300
Lincoln National Corp
Pennsylvania
$1.69M +$1.69M +77,064 New
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