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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
301
Opal Wealth Advisors
New York
$2.37M -$10.6M -413,628 -83%
CFO
302
Collective Family Office
Pennsylvania
$2.35M -$111K -4,368 -5%
NC
303
Napatree Capital
Rhode Island
$2.35M +$209K +8,199 +10%
SFA
304
Sequoia Financial Advisors
Ohio
$2.3M -$41.2K -1,617 -2%
DWM
305
Destination Wealth Management
California
$2.29M -$1.08M -42,390 -33%
RDWM
306
Red Door Wealth Management
Tennessee
$2.29M -$204K -7,995 -9%
SWM
307
SeaCrest Wealth Management
New York
$2.29M +$6.66K +261 +0.3%
FA
308
Fiducient Advisors
Illinois
$2.28M +$2.15M +84,108 New
CA
309
Centerpoint Advisors
Massachusetts
$2.28M – – –
SFG
310
Sunburst Financial Group
Alabama
$2.28M -$19.8K -777 -0.9%
JPLA
311
Joseph P. Lucia & Associates
New York
$2.26M -$77.9K -3,054 -4%
NP
312
NorthRock Partners
Minnesota
$2.25M -$844K -33,072 -29%
SFP
313
Strategic Financial Planning
Texas
$2.24M -$19.5K -765 -0.9%
DWM
314
Dakota Wealth Management
Florida
$2.21M +$197K +7,743 +10%
WA
315
WBH Advisory
Maryland
$2.17M +$13.4K +525 +0.7%
NHC
316
Nicholas Hoffman & Company
Georgia
$2.07M +$3.83K +150 +0.2%
ZF
317
Zhang Financial
Michigan
$2.06M +$12.2K +480 +0.6%
AGC
318
Aspen Grove Capital
Colorado
$2.04M +$842 +33 +0%
LF
319
LifeSteps Financial
California
$2.03M -$17.9K -702 -0.9%
AIM
320
Athena Investment Management
California
$2.02M +$12.7K +498 +0.7%
CFGA
321
Cambridge Financial Group (Arizona)
Arizona
$1.99M +$529K +20,754 +39%
SSWM
322
Sheets Smith Wealth Management
North Carolina
$1.99M -$32.4M -1,270,788 -95%
CFG
323
Clayton Financial Group
Missouri
$1.96M -$77.1K -3,024 -4%
ES
324
ETF Store
Kansas
$1.95M -$63.1K -2,472 -3%
CWG
325
Cornerstone Wealth Group
North Carolina
$1.94M +$1.82M +71,403 New
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