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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
326
Waterfront Wealth
Kansas
$1.84M +$126K +4,540 +7%
SSWM
327
Sheets Smith Wealth Management
North Carolina
$1.81M +$6.01K +216 +0.3%
TW
328
Transform Wealth
Colorado
$1.78M -$775K -27,833 -29%
PVI
329
Pine Valley Investments
New Jersey
$1.77M +$484K +17,379 +35%
DBRC
330
D.B. Root & Company
Pennsylvania
$1.77M -$356K -12,768 -16%
IF
331
Ironwood Financial
Arizona
$1.77M -$22.6K -810 -1%
SCA
332
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M +$84 +3 +0%
MPCA
333
Madison Park Capital Advisors
Washington
$1.76M -$68K -2,443 -4%
PA
334
PFG Advisors
Arizona
$1.76M +$93.5K +3,356 +5%
SFO
335
Stokes Family Office
Louisiana
$1.75M – – –
CWG
336
Cornerstone Wealth Group
North Carolina
$1.75M -$148K -5,318 -7%
CFGA
337
Cambridge Financial Group (Arizona)
Arizona
$1.75M -$38.5K -1,382 -2%
CFA
338
Cahill Financial Advisors
Minnesota
$1.73M +$142K +5,097 +8%
CFO
339
CVA Family Office
Colorado
$1.73M +$408K +14,636 +29%
BWM
340
BCS Wealth Management
Tennessee
$1.72M -$402K -14,428 -18%
VCM
341
Vision Capital Management
Oregon
$1.71M -$66K -2,370 -4%
KIA
342
KCM Investment Advisors
California
$1.66M -$59.2K -2,124 -3%
AL
343
ACAS LLC
California
$1.66M -$29.7K -1,066 -2%
MMHP
344
Murphy Middleton Hinkle & Parker
Georgia
$1.66M -$38K -1,365 -2%
AFG
345
Atomi Financial Group
New York
$1.65M +$76.6K +2,750 +5%
BFA
346
Beaumont Financial Advisors
Massachusetts
$1.65M -$88.7K -3,186 -5%
EFS
347
Econ Financial Services
Pennsylvania
$1.64M -$11.6K -418 -0.7%
NC
348
Napatree Capital
Rhode Island
$1.63M -$1.02M -36,693 -37%
NCM
349
Novare Capital Management
North Carolina
$1.63M -$128K -4,609 -7%
PFT
350
Providence First Trust
Arizona
$1.62M – – –
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