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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
$2.69M -$23.4K -736 -0.8%
CH
302
CDKV Holdings
Colorado
$2.69M +$103K +3,225 +4%
SPA
303
Sentinel Pension Advisors
Massachusetts
$2.69M +$166K +5,205 +6%
MG
304
Mather Group
Illinois
$2.68M +$21K +660 +0.8%
BFS
305
Burkett Financial Services
South Carolina
$2.68M -$32.2K -1,012 -1%
WAP
306
Wealthcare Advisory Partners
Pennsylvania
$2.67M -$466K -14,648 -15%
LHEI
307
Leo H. Evart Inc
California
$2.61M +$2.68M +84,207 New
CA
308
Centerpoint Advisors
Massachusetts
$2.6M – – –
AIM
309
Athena Investment Management
California
$2.59M +$25K +785 +0.9%
SWM
310
SeaCrest Wealth Management
New York
$2.57M -$191K -6,005 -7%
LCM
311
Leisure Capital Management
California
$2.56M -$248K -7,784 -9%
ACA
312
Aptus Capital Advisors
Alabama
$2.54M -$346K -10,870 -12%
PIA
313
Panoramic Investment Advisors
Colorado
$2.54M +$178K +5,606 +7%
MAM
314
Marquette Asset Management
Minnesota
$2.52M -$14.1K -443 -0.5%
WA
315
WBH Advisory
Maryland
$2.49M -$14.1K -444 -0.6%
UIA
316
Ulland Investment Advisors
Minnesota
$2.47M -$15.1K -474 -0.6%
NA
317
NewEdge Advisors
Louisiana
$2.44M -$229K -7,186 -8%
NHC
318
Nicholas Hoffman & Company
Georgia
$2.42M +$9.01K +283 +0.4%
KF
319
Krilogy Financial
Missouri
$2.42M +$21.6K +678 +0.9%
EFS
320
Econ Financial Services
Pennsylvania
$2.4M +$512K +16,067 +26%
JWS
321
Juncture Wealth Strategies
Arizona
$2.39M -$77.8K -2,442 -3%
DCM
322
Dorato Capital Management
Colorado
$2.38M -$26.1K -821 -1%
ACA
323
Affinity Capital Advisors
California
$2.34M -$15.3K -480 -0.6%
RDWM
324
Red Door Wealth Management
Tennessee
$2.33M -$156K -4,884 -6%
MA
325
MBA Advisors
Pennsylvania
$2.32M -$40K -1,257 -2%
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