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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
301
Waterfront Wealth
Kansas
$1.82M -$39.5K -1,575 -2%
SWM
302
Spire Wealth Management
Virginia
$1.82M +$49.4K +1,971 +3%
AIA
303
Armor Investment Advisors
North Carolina
$1.81M -$65.1K -2,598 -4%
PFGIA
304
Patriot Financial Group Insurance Agency
Massachusetts
$1.77M -$56.7K -2,262 -3%
WKSWA
305
White Knight Strategic Wealth Advisors
New Jersey
$1.75M -$17.9K -714 -1%
IAN
306
Integrated Advisors Network
Texas
$1.75M -$9.78K -390 -0.6%
FBB
307
Fulton Breakefield Broenniman
Maryland
$1.71M +$26.3K +1,050 +2%
AL
308
ACAS LLC
California
$1.68M +$1.2K +48 +0.1%
WOSD
309
WFA of San Diego
California
$1.68M -$9.32K -372 -0.6%
KIA
310
KCM Investment Advisors
California
$1.68M -$139K -5,553 -8%
WA
311
WBH Advisory
Maryland
$1.68M -$143K -5,697 -8%
MFC
312
Morris Financial Concepts
South Carolina
$1.67M +$58K +2,313 +4%
IF
313
Ironwood Financial
Arizona
$1.66M +$1.88K +75 +0.1%
GRP
314
Global Retirement Partners
California
$1.64M +$1.86M +74,082 New
MMHP
315
Murphy Middleton Hinkle & Parker
Georgia
$1.63M +$43.3K +1,728 +3%
1WM
316
1900 Wealth Management
Texas
$1.63M +$260K +10,362 +19%
BL
317
BFSG LLC
California
$1.62M +$58.3K +2,325 +4%
FA
318
Fagan Associates
New York
$1.6M -$3.61K -144 -0.2%
CA
319
Continuum Advisory
Idaho
$1.59M -$31.5K -1,257 -2%
ECG
320
Edge Capital Group
Georgia
$1.58M +$451 +18 +0%
BC
321
Bartlett & Co
Ohio
$1.58M +$7.44K +297 +0.5%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$1.58M +$7.44K +297 +0.5%
SPP
323
Single Point Partners
Massachusetts
$1.55M +$16.7K +666 +1%
SCA
324
Strategic Capital Advisers
Colorado
$1.54M +$73K +2,913 +5%
DWM
325
Destination Wealth Management
California
$1.52M -$80.8K -3,225 -5%
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