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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
426
Pine Valley Investments
New Jersey
$1.03M +$135K +5,877 +17%
BRWA
427
B. Riley Wealth Advisors
Florida
$1.02M -$160K -6,996 -15%
GWWM
428
Great Waters Wealth Management
Minnesota
$1.02M -$261K -11,403 -21%
CPA
429
Clear Point Advisors
New York
$997K +$910K +39,708 New
FA
430
FF Advisors
California
$995K +$908K +39,618 New
MA
431
MCF Advisors
Kentucky
$991K -$81.2K -3,546 -8%
SF
432
Summit Financial
New Jersey
$989K +$2.41K +105 +0.3%
TFS
433
Thoroughbred Financial Services
Tennessee
$975K -$82.9K -3,618 -9%
RW
434
Rede Wealth
Virginia
$973K -$735K -32,094 -45%
PCMC
435
Private Capital Management (Colorado)
Colorado
$970K -$9K -393 -1%
KLI
436
Kelman-Lazarov Inc
Tennessee
$970K -$251K -10,971 -22%
AAS
437
Avantax Advisory Services
Texas
$969K -$1.41M -61,569 -61%
WAM
438
Worth Asset Management
Texas
$956K +$872K +38,061 New
BIA
439
Bigelow Investment Advisors
Maine
$955K -$35.6K -1,554 -4%
SAM
440
Sawgrass Asset Management
Florida
$954K -$4.81K -210 -0.5%
CAG
441
Csenge Advisory Group
Florida
$944K -$81.9K -3,576 -9%
RWP
442
RWA Wealth Partners
Massachusetts
$943K +$2.27K +99 +0.3%
AWS
443
Atria Wealth Solutions
New York
$943K +$79.3K +3,459 +10%
BMCM
444
Burns Matteson Capital Management
New York
$940K -$446K -19,449 -34%
PSCM
445
Per Stirling Capital Management
Texas
$936K +$113K +4,941 +15%
LA
446
Lindenwold Advisors
Pennsylvania
$933K +$851K +37,155 New
GIA
447
GHP Investment Advisors
Colorado
$931K +$46.3K +2,019 +6%
JWCA
448
J.W. Cole Advisors
Florida
$921K +$145K +6,330 +21%
NWMG
449
National Wealth Management Group
Ohio
$902K -$102K -4,458 -11%
CAM
450
Cozad Asset Management
Illinois
$897K +$4.81K +210 +0.6%
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