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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
301
Tradition Wealth Management
Minnesota
$3.22M +$7.16K +208 +0.2%
PIA
302
Panoramic Investment Advisors
Colorado
$3.19M +$160K +4,644 +6%
CH
303
CDKV Holdings
Colorado
$3.18M -$28.1K -817 -0.9%
RWA
304
River Wealth Advisors
Pennsylvania
$3.17M -$153K -4,442 -5%
BCWM
305
Bartlett & Co Wealth Management
Ohio
$3.16M – – –
MG
306
Mather Group
Illinois
$3.14M -$48.5K -1,410 -2%
CA
307
Centerpoint Advisors
Massachusetts
$3.1M – – –
ACA
308
Aptus Capital Advisors
Alabama
$3.07M +$37.4K +1,087 +1%
BFS
309
Burkett Financial Services
South Carolina
$3.06M -$117K -3,399 -4%
LHEI
310
Leo H. Evart Inc
California
$3.05M -$48.7K -1,415 -2%
SWM
311
SeaCrest Wealth Management
New York
$3.04M -$15.2K -442 -0.5%
SPA
312
Sentinel Pension Advisors
Massachusetts
$2.99M -$44.4K -1,290 -1%
MAM
313
Marquette Asset Management
Minnesota
$2.96M -$43.2K -1,256 -2%
UIA
314
Ulland Investment Advisors
Minnesota
$2.93M -$11.7K -339 -0.4%
VAF
315
Values Added Financial
District of Columbia
$2.89M -$386K -11,204 -12%
NHC
316
Nicholas Hoffman & Company
Georgia
$2.88M +$1.82K +53 +0.1%
GRP
317
Global Retirement Partners
California
$2.85M +$2.66M +77,288 New
SF
318
Summit Financial
New Jersey
$2.83M +$182K +5,300 +7%
PIAS
319
PCA Investment Advisory Services
Ohio
$2.82M -$541K -15,706 -17%
WA
320
WBH Advisory
Maryland
$2.82M -$110K -3,185 -4%
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$2.81M -$345K -10,012 -12%
CSF
322
Capital Squared Financial
Maryland
$2.79M +$278K +8,078 +12%
EFS
323
Econ Financial Services
Pennsylvania
$2.77M -$77.6K -2,256 -3%
RDWM
324
Red Door Wealth Management
Tennessee
$2.77M -$12.8K -373 -0.5%
WFA
325
WJ Financial Advisors
Connecticut
$2.73M +$21.5K +625 +0.9%
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