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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
326
Sheets Smith Wealth Management
North Carolina
$1.89M -$151K -5,688 -8%
VCM
327
Vision Capital Management
Oregon
$1.88M -$12.8K -483 -0.7%
SCA
328
STALEY CAPITAL ADVISERS
Pennsylvania
$1.87M -$19.8K -744 -1%
QWM
329
Quadcap Wealth Management
Texas
$1.85M -$199K -7,494 -10%
AL
330
ACAS LLC
California
$1.84M -$23.1K -870 -1%
MMHP
331
Murphy Middleton Hinkle & Parker
Georgia
$1.83M -$37.8K -1,422 -2%
WW
332
Waterfront Wealth
Kansas
$1.82M +$3.41M +128,325 +190%
KIA
333
KCM Investment Advisors
California
$1.82M – – –
EFS
334
Econ Financial Services
Pennsylvania
$1.81M +$25.6K +963 +1%
BFA
335
Beaumont Financial Advisors
Massachusetts
$1.8M -$59.3K -2,229 -3%
VAF
336
Values Added Financial
District of Columbia
$1.76M +$829K +31,155 +96%
PA
337
PFG Advisors
Arizona
$1.75M -$33.3K -1,254 -2%
SFO
338
Stokes Family Office
Louisiana
$1.75M -$27.7K -1,041 -2%
AIA
339
Armor Investment Advisors
North Carolina
$1.74M -$11.4K -429 -0.7%
AWE
340
Avidian Wealth Enterprises
Texas
$1.74M +$319 +12 +0%
FA
341
Fagan Associates
New York
$1.72M +$1.66M +62,265 New
EWP
342
Elevation Wealth Partners
California
$1.72M +$84.9K +3,192 +5%
VVP
343
Venture Visionary Partners
Ohio
$1.71M -$479 -18 -0%
SEIA
344
Signature Estate & Investment Advisors
California
$1.7M +$69K +2,595 +4%
IF
345
Ironwood Financial
Arizona
$1.68M -$25.1K -945 -2%
CFA
346
Cahill Financial Advisors
Minnesota
$1.64M -$33.6K -1,263 -2%
ICMM
347
Integrated Capital Management (Michigan)
Michigan
$1.63M +$1.56M +58,836 New
SMC
348
Smith, Moore & Co
Missouri
$1.63M -$19.3K -726 -1%
KHC
349
Koesten Hirschmann & Crabtree
Kansas
$1.62M -$13.2K -495 -0.8%
CA
350
Cambridge Advisors
Nebraska
$1.6M -$12.5K -471 -0.8%
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14
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