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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
401
Fulton Breakefield Broenniman
Maryland
$1.82M -$60.7K -1,763 -3%
SAM
402
S.A. Mason
Michigan
$1.81M +$344 +10 +0%
SL
403
Savior LLC
Massachusetts
$1.79M +$1.67M +48,439 New
AFG
404
Arkansas Financial Group
Arkansas
$1.78M -$11.4K -332 -0.7%
CA
405
Capital Advantage
California
$1.77M +$81.1K +2,355 +5%
LB
406
Legacy Bridge
Iowa
$1.76M -$1.03K -30 -0.1%
DWM
407
Dakota Wealth Management
Florida
$1.76M -$25.5K -741 -2%
KF
408
K2 Financial
California
$1.75M -$12.8K -373 -0.8%
AWA
409
Arkadios Wealth Advisors
Georgia
$1.74M +$648K +18,840 +67%
1WM
410
1900 Wealth Management
Texas
$1.73M +$1.31K +38 +0.1%
MWM
411
Mission Wealth Management
California
$1.71M +$1.09M +31,577 +212%
RWP
412
RWA Wealth Partners
Massachusetts
$1.71M +$32.7K +950 +2%
FPAS
413
Focus Partners Advisor Solutions
Missouri
$1.71M +$44.7K +1,299 +3%
SCM
414
SCS Capital Management
Massachusetts
$1.7M – – –
KW
415
Keyvantage Wealth
Pennsylvania
$1.68M -$7.95K -231 -0.5%
FGC
416
First Growth Capital
Maryland
$1.68M – – –
SEIA
417
Signature Estate & Investment Advisors
California
$1.68M -$191K -5,550 -11%
VCM
418
Vision Capital Management
Oregon
$1.67M -$486K -14,120 -24%
CFG
419
Cassilly Financial Group
Maryland
$1.67M +$151K +4,380 +11%
TWM
420
Thrive Wealth Management
Pennsylvania
$1.66M -$7.09K -206 -0.5%
VAMG
421
Voisard Asset Management Group
Michigan
$1.65M -$25.9K -752 -2%
QCG
422
Quadrant Capital Group
Ohio
$1.6M -$2.34K -68 -0.2%
PSCM
423
Per Stirling Capital Management
Texas
$1.59M -$27.9K -812 -2%
PCM
424
Pennsylvania Capital Management
Pennsylvania
$1.58M +$292K +8,477 +25%
SHJ
425
Sharkey, Howes & Javer
Colorado
$1.57M – – –
15 16
17
18 19