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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
301
Integrated Advisors Network
Texas
$1.36M +$9.1K +408 +0.6%
AIM
302
Athena Investment Management
California
$1.36M +$140K +6,270 +10%
SIA
303
Sage Investment Advisers
New York
$1.35M +$273K +12,228 +22%
SFP
304
Strategic Financial Planning
Texas
$1.35M -$86K -3,855 -5%
PA
305
Pinnacle Associates
New York
$1.34M -$460K -20,616 -24%
BMCM
306
Burns Matteson Capital Management
New York
$1.34M +$6.56K +294 +0.4%
BAM
307
Belpointe Asset Management
Nevada
$1.34M -$545K -24,435 -27%
SMC
308
Smith, Moore & Co
Missouri
$1.33M -$634K -28,401 -30%
KIA
309
KCM Investment Advisors
California
$1.32M – – –
1WM
310
1900 Wealth Management
Texas
$1.32M -$16.3K -732 -1%
MFC
311
Morris Financial Concepts
South Carolina
$1.3M -$66.8K -2,994 -4%
NWMG
312
National Wealth Management Group
Ohio
$1.29M -$489K -21,915 -25%
CA
313
Continuum Advisory
Idaho
$1.28M -$107K -4,803 -7%
AC
314
Abbrea Capital
California
$1.27M -$7.36K -330 -0.5%
FBB
315
Fulton Breakefield Broenniman
Maryland
$1.26M -$73.7K -3,303 -5%
FA
316
Fagan Associates
New York
$1.26M -$6.96K -312 -0.5%
IF
317
Ironwood Financial
Arizona
$1.25M -$61K -2,733 -4%
EH
318
Equitable Holdings
New York
$1.24M -$1.29M -57,891 -48%
BL
319
BFSG LLC
California
$1.24M +$4.75K +213 +0.3%
D
320
Diversified
Delaware
$1.23M -$514K -23,037 -27%
KTC
321
Kistler-Tiffany Companies
Pennsylvania
$1.22M +$268 +12 +0%
DWM
322
Destination Wealth Management
California
$1.2M -$829K -37,173 -39%
ML
323
McAdam LLC
Pennsylvania
$1.18M -$65.3K -2,928 -5%
WOSD
324
WFA of San Diego
California
$1.18M -$4.68K -210 -0.4%
ECG
325
Edge Capital Group
Georgia
$1.16M – – –
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