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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
351
NewEdge Advisors
Louisiana
$2.38M -$487K -14,155 -18%
IF
352
Integrity Financial
Wyoming
$2.38M +$2.22M +64,407 +64,407%
CFS
353
CRA Financial Services
New Jersey
$2.38M -$75.6K -2,197 -3%
MA
354
MCF Advisors
Kentucky
$2.35M -$9.26K -269 -0.4%
KIA
355
KCM Investment Advisors
California
$2.34M – – –
BWM
356
BCS Wealth Management
Tennessee
$2.34M +$230K +6,689 +12%
APW
357
Alliance Private Wealth
Massachusetts
$2.27M -$11K -320 -0.5%
IF
358
Ironwood Financial
Arizona
$2.27M -$27.7K -804 -1%
OWA
359
Opal Wealth Advisors
New York
$2.26M +$33.7K +978 +2%
SMC
360
Smith, Moore & Co
Missouri
$2.25M +$61.6K +1,790 +3%
CCM
361
Colorado Capital Management
Colorado
$2.25M -$232K -6,731 -10%
PVI
362
Pine Valley Investments
New Jersey
$2.23M -$17.6K -511 -0.8%
IC
363
IEQ Capital
California
$2.22M +$158K +4,577 +8%
MMHP
364
Murphy Middleton Hinkle & Parker
Georgia
$2.2M -$2.86K -83 -0.1%
WF
365
Warner Financial
Maryland
$2.2M +$27.9K +810 +1%
MWA
366
Medallion Wealth Advisors
Connecticut
$2.2M +$52.1K +1,514 +3%
VFA
367
Valeo Financial Advisors
Indiana
$2.18M -$56.6K -1,645 -3%
BFA
368
Beaumont Financial Advisors
Massachusetts
$2.18M -$28.5K -827 -1%
FA
369
FF Advisors
California
$2.17M – – –
AFO
370
Arrowroot Family Office
California
$2.15M -$174K -5,053 -8%
NIA
371
NBZ Investment Advisors
Tennessee
$2.14M -$6.99K -203 -0.3%
AFA
372
Amicus Financial Advisors
Texas
$2.12M -$65K -1,888 -3%
VWA
373
VSM Wealth Advisory
Maryland
$2.12M -$3.61K -105 -0.2%
JWA
374
JFS Wealth Advisors
Pennsylvania
$2.12M +$26K +754 +1%
ICMM
375
Integrated Capital Management (Michigan)
Michigan
$2.11M +$210K +6,111 +12%
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