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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
301
Destination Wealth Management
California
$2.24M -$14.9K -561 -0.7%
JPLA
302
Joseph P. Lucia & Associates
New York
$2.22M -$28.1K -1,056 -1%
SFP
303
Strategic Financial Planning
Texas
$2.21M +$13.5K +507 +0.6%
SFA
304
Sequoia Financial Advisors
Ohio
$2.2M -$78.9K -2,967 -4%
EH
305
Equitable Holdings
New York
$2.2M +$157K +5,910 +8%
NRI
306
NFP Retirement Inc
California
$2.19M -$79.2K -2,979 -4%
KF
307
Krilogy Financial
Missouri
$2.16M -$210K -7,902 -9%
AAS
308
Ameritas Advisory Services
Nebraska
$2.16M -$2.21M -83,232 -52%
AIM
309
Athena Investment Management
California
$2.15M +$51.4K +1,932 +3%
SFG
310
Sunburst Financial Group
Alabama
$2.15M -$8.3K -312 -0.4%
CFGSD
311
Compass Financial Group (South Dakota)
South Dakota
$2.13M +$128K +4,821 +7%
SP
312
SWS Partners
Ohio
$2.12M -$111K -4,158 -5%
NHC
313
Nicholas Hoffman & Company
Georgia
$2.12M +$8.62K +324 +0.4%
SLT
314
St Louis Trust
Missouri
$2.09M +$404K +15,177 +25%
CFGA
315
Cambridge Financial Group (Arizona)
Arizona
$2.07M +$15.4K +579 +0.8%
AGC
316
Aspen Grove Capital
Colorado
$2.05M -$27.5K -1,035 -1%
RDWM
317
Red Door Wealth Management
Tennessee
$2.04M -$94.4K -3,549 -5%
BCM
318
Boltwood Capital Management
California
$2.03M +$69.9K +2,628 +4%
KWA
319
Kingswood Wealth Advisors
California
$2.03M +$822K +30,918 +73%
NP
320
NorthRock Partners
Minnesota
$2.03M +$168K +6,327 +9%
LF
321
LifeSteps Financial
California
$1.97M -$9.97K -375 -0.5%
CFO
322
Collective Family Office
Pennsylvania
$1.97M -$390K -14,673 -17%
MPCA
323
Madison Park Capital Advisors
Washington
$1.96M +$12.4K +465 +0.7%
SF
324
Summit Financial
New Jersey
$1.93M +$892K +33,546 +93%
CWG
325
Cornerstone Wealth Group
North Carolina
$1.92M -$56.2K -2,115 -3%
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13
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