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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
326
Ameritas Advisory Services
Nebraska
$1.97M +$1.18M +40,648 +157%
JWBC
327
John W. Brooker & Co
California
$1.97M -$30.1K -1,033 -2%
AFG
328
Atomi Financial Group
New York
$1.96M +$199K +6,842 +12%
IF
329
Ironwood Financial
Arizona
$1.95M -$48.1K -1,654 -2%
MA
330
MCF Advisors
Kentucky
$1.92M -$24.4K -837 -1%
KIA
331
KCM Investment Advisors
California
$1.88M – – –
EFS
332
Econ Financial Services
Pennsylvania
$1.83M -$39.5K -1,358 -2%
NRI
333
NFP Retirement Inc
California
$1.83M -$122K -4,192 -6%
VVP
334
Venture Visionary Partners
Ohio
$1.83M -$1.08K -37 -0.1%
VCM
335
Vision Capital Management
Oregon
$1.82M -$112K -3,849 -6%
GRP
336
Global Retirement Partners
California
$1.81M -$32.4K -1,113 -2%
CFO
337
Collective Family Office
Pennsylvania
$1.8M -$7.19K -247 -0.4%
OWA
338
Opal Wealth Advisors
New York
$1.79M +$36.7K +1,262 +2%
MWP
339
Madison Wealth Partners
Wisconsin
$1.79M -$89.5K -3,074 -5%
VFA
340
Valeo Financial Advisors
Indiana
$1.78M +$179K +6,135 +11%
SEIA
341
Signature Estate & Investment Advisors
California
$1.78M -$42.4K -1,457 -2%
BFA
342
Beaumont Financial Advisors
Massachusetts
$1.78M -$8.01K -275 -0.5%
JWCA
343
J.W. Cole Advisors
Florida
$1.78M -$12.5K -430 -0.7%
CSF
344
Capital Squared Financial
Maryland
$1.77M +$40.5K +1,390 +2%
CAG
345
Csenge Advisory Group
Florida
$1.77M +$173K +5,946 +11%
FA
346
Fagan Associates
New York
$1.76M -$24.1K -828 -1%
MMHP
347
Murphy Middleton Hinkle & Parker
Georgia
$1.76M -$114K -3,907 -6%
CFA
348
Cahill Financial Advisors
Minnesota
$1.75M -$22K -755 -1%
KHC
349
Koesten Hirschmann & Crabtree
Kansas
$1.73M – – –
NIA
350
NBZ Investment Advisors
Tennessee
$1.73M +$5.56K +191 +0.3%
12 13
14
15 16