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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
351
Signature Estate & Investment Advisors
California
$1.73M +$34.1K +1,292 +2%
VWA
352
VSM Wealth Advisory
Maryland
$1.71M -$473K -17,947 -23%
CFO
353
Collective Family Office
Pennsylvania
$1.71M -$18.2K -689 -1%
JWCA
354
J.W. Cole Advisors
Florida
$1.69M +$1.35M +51,033 +547%
FA
355
Fagan Associates
New York
$1.69M -$38.3K -1,453 -2%
BFA
356
Beaumont Financial Advisors
Massachusetts
$1.69M -$67.9K -2,574 -4%
CFA
357
Cahill Financial Advisors
Minnesota
$1.68M -$164K -6,213 -9%
NP
358
NorthRock Partners
Minnesota
$1.67M -$42.7K -1,619 -3%
AFG
359
Atomi Financial Group
New York
$1.66M -$98.9K -3,748 -6%
MMHP
360
Murphy Middleton Hinkle & Parker
Georgia
$1.66M – – –
OWA
361
Opal Wealth Advisors
New York
$1.66M +$158K +5,983 +11%
KHC
362
Koesten Hirschmann & Crabtree
Kansas
$1.64M – – –
CSF
363
Capital Squared Financial
Maryland
$1.64M +$1.54M +58,371 New
CWG
364
Cornerstone Wealth Group
North Carolina
$1.63M -$229K -8,665 -13%
NIA
365
NBZ Investment Advisors
Tennessee
$1.63M -$56.7K -2,148 -4%
AIA
366
Armor Investment Advisors
North Carolina
$1.63M -$46.2K -1,750 -3%
SMC
367
Smith, Moore & Co
Missouri
$1.63M +$6.75K +256 +0.4%
DBRC
368
D.B. Root & Company
Pennsylvania
$1.63M -$248K -9,385 -14%
EFG
369
Embree Financial Group
Illinois
$1.62M -$6.67K -253 -0.4%
CA
370
Cambridge Advisors
Nebraska
$1.62M -$1.19K -45 -0.1%
NCM
371
Novare Capital Management
North Carolina
$1.61M -$123K -4,672 -8%
QWM
372
Quadcap Wealth Management
Texas
$1.61M -$1.79K -68 -0.1%
AWM
373
Apollon Wealth Management
South Carolina
$1.59M +$127K +4,801 +9%
PFM
374
Phillips Financial Management
Indiana
$1.59M +$33.4K +1,266 +2%
JWA
375
JFS Wealth Advisors
Pennsylvania
$1.58M +$2.85K +108 +0.2%
13 14
15
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