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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
276
Wealthcare Advisory Partners
Pennsylvania
$3.03M -$547K -18,337 -15%
JBI
277
John Boyer Inc
Florida
$3.03M -$5.16K -173 -0.2%
CFGA
278
Cambridge Financial Group (Arizona)
Arizona
$2.99M -$50.3K -1,687 -2%
WW
279
Waterfront Wealth
Kansas
$2.92M +$86.4K +2,899 +3%
CCM
280
Coldstream Capital Management
Washington
$2.92M +$49.7K +1,668 +2%
ZF
281
Zhang Financial
Michigan
$2.88M +$26.9K +901 +0.9%
MWP
282
Madison Wealth Partners
Wisconsin
$2.88M +$1.05M +35,205 +58%
RWA
283
River Wealth Advisors
Pennsylvania
$2.83M -$12K -404 -0.4%
CFGSD
284
Compass Financial Group (South Dakota)
South Dakota
$2.82M +$30.1K +1,009 +1%
PIAS
285
PCA Investment Advisory Services
Ohio
$2.82M -$388K -13,000 -12%
VT
286
Vise Technologies
New York
$2.8M +$1.76M +59,068 +173%
EH
287
Equitable Holdings
New York
$2.8M -$218K -7,308 -7%
ACA
288
Aptus Capital Advisors
Alabama
$2.8M +$3.37K +113 +0.1%
SWM
289
SeaCrest Wealth Management
New York
$2.77M -$46K -1,543 -2%
LF
290
LifeSteps Financial
California
$2.77M +$32.6K +1,094 +1%
TNA
291
True North Advisors
Texas
$2.76M +$2.73M +91,628 New
BCM
292
Boltwood Capital Management
California
$2.74M +$65.9K +2,210 +2%
ASN
293
Advisory Services Network
Georgia
$2.73M +$388 +13 +0%
JE
294
Jacobs Equity
Utah
$2.72M +$2.7M +90,445 New
LCM
295
Leisure Capital Management
California
$2.72M +$18.3K +613 +0.7%
EWA
296
EP Wealth Advisors
California
$2.69M +$2.67M +89,597 New
FPCP
297
Fort Point Capital Partners
California
$2.67M -$379K -12,717 -13%
RA
298
RFG Advisory
Alabama
$2.67M -$278K -9,322 -10%
VAF
299
Values Added Financial
District of Columbia
$2.65M +$19.2K +643 +0.7%
TWM
300
Tradition Wealth Management
Minnesota
$2.64M -$91.4K -3,065 -3%
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