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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
351
Thoroughbred Financial Services
Tennessee
$1.06M -$3.53K -153 -0.3%
KWM
352
Kingsview Wealth Management
Oregon
$1.05M +$56.1K +2,430 +5%
BIA
353
Bigelow Investment Advisors
Maine
$1.05M -$52.5K -2,274 -4%
OFS
354
Oldfather Financial Services
Nebraska
$1.04M +$81.3K +3,522 +8%
MFG
355
Merit Financial Group
Georgia
$1.04M +$1.14M +49,605 New
FLPIM
356
F.L. Putnam Investment Management
Massachusetts
$1.03M -$25K -1,083 -2%
LJAC
357
L.J. Altfest & Co
New York
$1.02M +$3.46K +150 +0.3%
DW
358
Domani Wealth
Pennsylvania
$1.02M +$4.36K +189 +0.4%
FI
359
FIDELIS iM
Oregon
$1.02M – – –
TWP
360
Transparent Wealth Partners
Arkansas
$1.01M +$1.12M +48,447 New
MWA
361
Motive Wealth Advisors
Michigan
$1M – – –
WCM
362
Wisconsin Capital Management
Wisconsin
$1M – – –
PA
363
Planning Alternatives
Michigan
$1M -$19K -825 -2%
ACA
364
Aspire Capital Advisors
Washington
$1M +$205K +8,865 +23%
HI
365
Harbour Investments
Wisconsin
$1M +$1.1M +47,811 New
IFS
366
Ifrah Financial Services
Arkansas
$999K -$10.9K -474 -1%
AWE
367
Avidian Wealth Enterprises
Texas
$999K +$51.9K +2,247 +5%
GB
368
Goepper Burkhardt
South Carolina
$987K -$1.73K -75 -0.2%
CBFP
369
Cedar Brook Financial Partners
Ohio
$985K -$29.1K -1,263 -3%
LB
370
Legacy Bridge
Iowa
$978K – – –
WPA
371
West Paces Advisors
Georgia
$978K +$984K +42,645 +1,038%
SFG
372
Sunburst Financial Group
Alabama
$976K -$148K -6,435 -12%
BRWA
373
B. Riley Wealth Advisors
Florida
$974K +$104K +4,509 +11%
AWS
374
Atria Wealth Solutions
New York
$971K +$47.8K +2,070 +5%
SFG
375
StrategIQ Financial Group
Indiana
$963K -$1.04K -45 -0.1%
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