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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$2.1M +$254K +7,366 +15%
SFG
377
Sunburst Financial Group
Alabama
$2.1M -$27.2K -791 -1%
FA
378
Fagan Associates
New York
$2.1M -$19.3K -560 -1%
CFO
379
Collective Family Office
Pennsylvania
$2.06M -$30.6K -890 -2%
NRI
380
NFP Retirement Inc
California
$2.04M -$103K -2,994 -5%
CFO
381
CVA Family Office
Colorado
$2.02M +$9.53K +277 +0.5%
P
382
&Partners
Tennessee
$2.02M +$1.03M +29,867 +120%
ES
383
ETF Store
Kansas
$2M -$62.5K -1,815 -3%
PA
384
PFG Advisors
Arizona
$2M -$95.9K -2,787 -5%
LC
385
LTG Capital
Massachusetts
$2M -$688 -20 -0%
CRFG
386
Columbia River Financial Group
Washington
$1.99M -$537K -15,612 -22%
OE
387
OFS Enterprise
Nebraska
$1.97M -$18.3K -533 -1%
IWC
388
Integrated Wealth Concepts
Massachusetts
$1.97M +$50.5K +1,466 +3%
SF
389
Seek First
California
$1.95M -$44.9K -1,305 -2%
WIA
390
Westview Investment Advisors
Vermont
$1.93M -$8.85K -257 -0.5%
NFTC
391
North Forty Two & Co
Oregon
$1.9M +$35.3K +1,025 +2%
LIWM
392
Long Island Wealth Management
New York
$1.9M +$310 +9 +0%
G
393
GuidedMoney
Wisconsin
$1.9M – – –
CFA
394
Cahill Financial Advisors
Minnesota
$1.89M +$3.51K +102 +0.2%
BL
395
BFSG LLC
California
$1.87M -$20.4K -594 -1%
HI
396
Harbour Investments
Wisconsin
$1.86M +$7.64K +222 +0.4%
WCM
397
Winthrop Capital Management
Indiana
$1.86M +$5.99K +174 +0.3%
IA
398
IF Advisors
Texas
$1.85M – – –
KLI
399
Kelman-Lazarov Inc
Tennessee
$1.84M -$7.23K -210 -0.4%
RM
400
RCW Management
Florida
$1.83M +$5.54K +161 +0.3%
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