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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
301
Bartlett & Co Wealth Management
Ohio
$2.41M +$7.13K +245 +0.3%
CL
302
Choreo LLC
Illinois
$2.37M -$797K -27,362 -25%
SFP
303
Strategic Financial Planning
Texas
$2.32M -$38.7K -1,330 -2%
RDWM
304
Red Door Wealth Management
Tennessee
$2.32M -$110K -3,784 -5%
MA
305
MBA Advisors
Pennsylvania
$2.29M -$30.7K -1,054 -1%
NHC
306
Nicholas Hoffman & Company
Georgia
$2.28M +$2.3K +79 +0.1%
PFT
307
Providence First Trust
Arizona
$2.24M +$106K +3,641 +5%
AFO
308
Arrowroot Family Office
California
$2.22M -$17.9K -615 -0.8%
SP
309
SWS Partners
Ohio
$2.21M -$23.2K -798 -1%
JPLA
310
Joseph P. Lucia & Associates
New York
$2.21M -$16.3K -561 -0.7%
WA
311
WBH Advisory
Maryland
$2.19M -$41.5K -1,426 -2%
PVI
312
Pine Valley Investments
New Jersey
$2.15M +$69.2K +2,377 +3%
KF
313
Krilogy Financial
Missouri
$2.14M +$59.2K +2,032 +3%
CI
314
CX Institutional
Indiana
$2.13M -$1.45M -49,826 -41%
AGC
315
Aspen Grove Capital
Colorado
$2.11M +$1.57K +54 +0.1%
AAIM
316
Asset Advisors Investment Management
Georgia
$2.11M -$152K -5,235 -7%
SF
317
Summit Financial
New Jersey
$2.08M +$463K +15,916 +29%
SFG
318
Sunburst Financial Group
Alabama
$2.06M -$30.1K -1,035 -1%
WFA
319
WJ Financial Advisors
Connecticut
$2.05M +$2.01M +69,148 New
SSWM
320
Sheets Smith Wealth Management
North Carolina
$2.04M +$2.39K +82 +0.1%
SCA
321
STALEY CAPITAL ADVISERS
Pennsylvania
$1.99M -$2.36K -81 -0.1%
CRFG
322
Columbia River Financial Group
Washington
$1.99M -$285K -9,783 -13%
SFO
323
Stokes Family Office
Louisiana
$1.98M – – –
BFS
324
Bradley Foster & Sargent
Connecticut
$1.98M -$10.3K -354 -0.5%
MPCA
325
Madison Park Capital Advisors
Washington
$1.98M +$32.8K +1,127 +2%
11 12
13
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