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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
301
Sunburst Financial Group
Alabama
$2.14M -$175K -7,647 -8%
NC
302
Napatree Capital
Rhode Island
$2.11M +$1.93M +84,054 New
CA
303
Centerpoint Advisors
Massachusetts
$2.11M – – –
SFP
304
Strategic Financial Planning
Texas
$2.09M +$186K +8,121 +11%
SWM
305
SeaCrest Wealth Management
New York
$2.06M -$117K -5,127 -6%
EFS
306
Econ Financial Services
Pennsylvania
$2.04M -$29.6K -1,290 -2%
CFA
307
Cahill Financial Advisors
Minnesota
$2.01M -$12.5K -546 -0.7%
WA
308
WBH Advisory
Maryland
$2M -$100K -4,383 -5%
RWA
309
Redhawk Wealth Advisors
Minnesota
$1.96M +$1.78M +77,895 New
NHC
310
Nicholas Hoffman & Company
Georgia
$1.91M +$234K +10,230 +16%
LF
311
LifeSteps Financial
California
$1.9M +$30K +1,308 +2%
ZF
312
Zhang Financial
Michigan
$1.89M +$47.2K +2,058 +3%
CFG
313
Clayton Financial Group
Missouri
$1.89M +$1.73M +75,405 New
AGC
314
Aspen Grove Capital
Colorado
$1.89M -$20.3K -885 -1%
ES
315
ETF Store
Kansas
$1.87M +$116K +5,064 +7%
WCM
316
Winthrop Capital Management
Indiana
$1.87M +$1.7M +74,364 New
AIM
317
Athena Investment Management
California
$1.85M +$39.9K +1,740 +2%
DWM
318
Dakota Wealth Management
Florida
$1.85M -$107K -4,686 -6%
NCM
319
Novare Capital Management
North Carolina
$1.77M -$11.9K -519 -0.7%
FPF
320
First Pacific Financial
Washington
$1.76M -$111K -4,860 -6%
SSWM
321
Sheets Smith Wealth Management
North Carolina
$1.76M +$29.2M +1,275,684 +1,864%
CWM
322
Chesapeake Wealth Management
Virginia
$1.75M -$3.3K -144 -0.2%
VCM
323
Vision Capital Management
Oregon
$1.74M -$137 -6 -0%
SCA
324
STALEY CAPITAL ADVISERS
Pennsylvania
$1.74M -$5.77K -252 -0.4%
BFA
325
Beaumont Financial Advisors
Massachusetts
$1.71M -$190K -8,292 -11%
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