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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
351
Kingsview Wealth Management
Oregon
$1.05M +$56.1K +2,430 +5%
BIA
352
Bigelow Investment Advisors
Maine
$1.05M -$52.5K -2,274 -4%
OFS
353
Oldfather Financial Services
Nebraska
$1.04M +$81.3K +3,522 +8%
MFG
354
Merit Financial Group
Georgia
$1.04M +$1.14M +49,605 New
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$1.03M -$25K -1,083 -2%
LJAC
356
L.J. Altfest & Co
New York
$1.02M +$3.46K +150 +0.3%
DW
357
Domani Wealth
Pennsylvania
$1.02M +$4.36K +189 +0.4%
FI
358
FIDELIS iM
Oregon
$1.02M – – –
TWP
359
Transparent Wealth Partners
Arkansas
$1.01M +$1.12M +48,447 New
MWA
360
Motive Wealth Advisors
Michigan
$1M – – –
WCM
361
Wisconsin Capital Management
Wisconsin
$1M – – –
PA
362
Planning Alternatives
Michigan
$1M -$19K -825 -2%
ACA
363
Aspire Capital Advisors
Washington
$1M +$205K +8,865 +23%
HI
364
Harbour Investments
Wisconsin
$1M +$1.1M +47,811 New
IFS
365
Ifrah Financial Services
Arkansas
$999K -$10.9K -474 -1%
AWE
366
Avidian Wealth Enterprises
Texas
$999K +$51.9K +2,247 +5%
GB
367
Goepper Burkhardt
South Carolina
$987K -$1.73K -75 -0.2%
CBFP
368
Cedar Brook Financial Partners
Ohio
$985K -$29.1K -1,263 -3%
LB
369
Legacy Bridge
Iowa
$978K – – –
WPA
370
West Paces Advisors
Georgia
$978K +$984K +42,645 +1,038%
SFG
371
Sunburst Financial Group
Alabama
$976K -$148K -6,435 -12%
BRWA
372
B. Riley Wealth Advisors
Florida
$974K +$104K +4,509 +11%
AWS
373
Atria Wealth Solutions
New York
$971K +$47.8K +2,070 +5%
SFG
374
StrategIQ Financial Group
Indiana
$963K -$1.04K -45 -0.1%
IWMA
375
Ironwood Wealth Management (Arizona)
Arizona
$953K +$7.2K +312 +0.7%
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