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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
351
CRA Financial Services
New Jersey
$2.38M -$75.6K -2,197 -3%
MA
352
MCF Advisors
Kentucky
$2.35M -$9.26K -269 -0.4%
KIA
353
KCM Investment Advisors
California
$2.34M – – –
BWM
354
BCS Wealth Management
Tennessee
$2.34M +$230K +6,689 +12%
APW
355
Alliance Private Wealth
Massachusetts
$2.27M -$11K -320 -0.5%
IF
356
Ironwood Financial
Arizona
$2.27M -$27.7K -804 -1%
OWA
357
Opal Wealth Advisors
New York
$2.26M +$33.7K +978 +2%
SMC
358
Smith, Moore & Co
Missouri
$2.25M +$61.6K +1,790 +3%
CCM
359
Colorado Capital Management
Colorado
$2.25M -$232K -6,731 -10%
PVI
360
Pine Valley Investments
New Jersey
$2.23M -$17.6K -511 -0.8%
IC
361
IEQ Capital
California
$2.22M +$158K +4,577 +8%
MMHP
362
Murphy Middleton Hinkle & Parker
Georgia
$2.2M -$2.86K -83 -0.1%
WF
363
Warner Financial
Maryland
$2.2M +$27.9K +810 +1%
MWA
364
Medallion Wealth Advisors
Connecticut
$2.2M +$52.1K +1,514 +3%
VFA
365
Valeo Financial Advisors
Indiana
$2.18M -$56.6K -1,645 -3%
BFA
366
Beaumont Financial Advisors
Massachusetts
$2.18M -$28.5K -827 -1%
FA
367
FF Advisors
California
$2.17M – – –
AFO
368
Arrowroot Family Office
California
$2.15M -$174K -5,053 -8%
NIA
369
NBZ Investment Advisors
Tennessee
$2.14M -$6.99K -203 -0.3%
AFA
370
Amicus Financial Advisors
Texas
$2.12M -$65K -1,888 -3%
VWA
371
VSM Wealth Advisory
Maryland
$2.12M -$3.61K -105 -0.2%
JWA
372
JFS Wealth Advisors
Pennsylvania
$2.12M +$26K +754 +1%
ICMM
373
Integrated Capital Management (Michigan)
Michigan
$2.11M +$210K +6,111 +12%
QWM
374
Quadcap Wealth Management
Texas
$2.11M +$40.6K +1,181 +2%
CA
375
Cambridge Advisors
Nebraska
$2.1M -$60.6K -1,761 -3%
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