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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWMA
326
Ironwood Wealth Management (Arizona)
Arizona
$1.52M -$69.5K -3,018 -4%
WW
327
Waterfront Wealth
Kansas
$1.49M -$14.4K -624 -0.9%
AIA
328
Armor Investment Advisors
North Carolina
$1.49M -$16.2K -702 -1%
NHC
329
Nicholas Hoffman & Company
Georgia
$1.47M +$1.31K +57 +0.1%
FBB
330
Fulton Breakefield Broenniman
Maryland
$1.45M +$10.8K +471 +0.7%
IF
331
Ironwood Financial
Arizona
$1.45M +$6.98K +303 +0.5%
IAN
332
Integrated Advisors Network
Texas
$1.44M -$24.1K -1,047 -2%
RCA
333
Reitz Capital Advisors
Michigan
$1.43M -$33.6K -1,461 -2%
GRP
334
Global Retirement Partners
California
$1.43M +$27.9K +1,212 +2%
BCI
335
Brinker Capital Investments
Pennsylvania
$1.41M +$650K +28,212 +83%
OPS
336
Orion Portfolio Solutions
Nebraska
$1.41M +$890K +38,661 +164%
BMCM
337
Burns Matteson Capital Management
New York
$1.4M +$3.66K +159 +0.3%
ES
338
ETF Store
Kansas
$1.39M -$23.6K -1,026 -2%
AL
339
ACAS LLC
California
$1.38M -$30.6K -1,329 -2%
FA
340
Fagan Associates
New York
$1.38M -$29.4K -1,275 -2%
KHC
341
Koesten Hirschmann & Crabtree
Kansas
$1.35M – – –
CA
342
Continuum Advisory
Idaho
$1.33M -$72.9K -3,165 -5%
GWWM
343
Great Waters Wealth Management
Minnesota
$1.33M -$57.3K -2,490 -4%
SSWM
344
Sheets Smith Wealth Management
North Carolina
$1.32M -$2.42K -105 -0.2%
BL
345
BFSG LLC
California
$1.32M -$26.9K -1,170 -2%
ICG
346
InterOcean Capital Group
Tennessee
$1.32M -$6.98K -303 -0.5%
SMC
347
Smith, Moore & Co
Missouri
$1.31M -$16.3K -708 -1%
ECG
348
Edge Capital Group
Georgia
$1.3M – – –
SWM
349
Spire Wealth Management
Virginia
$1.3M +$952K +41,358 +257%
1WM
350
1900 Wealth Management
Texas
$1.29M – – –
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