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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
301
Tradition Wealth Management
Minnesota
$2.64M -$91.4K -3,065 -3%
BFS
302
Burkett Financial Services
South Carolina
$2.63M -$24.3K -816 -0.9%
MG
303
Mather Group
Illinois
$2.59M -$151K -5,071 -6%
NA
304
NewEdge Advisors
Louisiana
$2.59M -$277K -9,298 -10%
SCP
305
Stevens Capital Partners
Nebraska
$2.57M +$1.37M +46,020 +117%
CA
306
Centerpoint Advisors
Massachusetts
$2.53M – – –
VFPW
307
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.52M -$16.4K -549 -0.6%
CH
308
CDKV Holdings
Colorado
$2.52M +$2.5M +83,737 New
AIM
309
Athena Investment Management
California
$2.49M +$1.37K +46 +0.1%
MAM
310
Marquette Asset Management
Minnesota
$2.46M – – –
SPA
311
Sentinel Pension Advisors
Massachusetts
$2.46M -$102K -3,415 -4%
UIA
312
Ulland Investment Advisors
Minnesota
$2.42M -$138K -4,620 -5%
RDWM
313
Red Door Wealth Management
Tennessee
$2.41M +$63.3K +2,123 +3%
WA
314
WBH Advisory
Maryland
$2.41M +$192K +6,447 +9%
JWS
315
Juncture Wealth Strategies
Arizona
$2.4M -$264K -8,841 -10%
B
316
Bensler
Washington
$2.39M -$153K -5,120 -6%
CFS
317
CRA Financial Services
New Jersey
$2.38M -$82.3K -2,762 -3%
CCM
318
Colorado Capital Management
Colorado
$2.36M -$645K -21,643 -22%
DCM
319
Dorato Capital Management
Colorado
$2.36M +$2.21M +74,180 New
CL
320
Choreo LLC
Illinois
$2.35M -$73.4K -2,462 -3%
NHC
321
Nicholas Hoffman & Company
Georgia
$2.34M +$25.2K +846 +1%
BCWM
322
Bartlett & Co Wealth Management
Ohio
$2.33M -$108K -3,632 -4%
KF
323
Krilogy Financial
Missouri
$2.31M -$23.5K -789 -1%
PIA
324
Panoramic Investment Advisors
Colorado
$2.29M -$153K -5,120 -6%
ACA
325
Affinity Capital Advisors
California
$2.29M -$182K -6,115 -7%
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