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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
451
Cascade Financial Partners
California
$855K -$785 -30 -0.1%
BWA
452
BlueChip Wealth Advisors
Georgia
$853K -$18.6K -711 -2%
AWS
453
Atria Wealth Solutions
New York
$852K -$37.3K -1,425 -4%
TCM
454
Tradewinds Capital Management
Washington
$844K -$15.9M -606,180 -95%
NWMG
455
National Wealth Management Group
Ohio
$838K -$50.3K -1,923 -6%
VAF
456
Values Added Financial
District of Columbia
$838K +$51.1K +1,953 +6%
GT
457
Greenleaf Trust
Michigan
$833K +$31.6K +1,206 +4%
RJT
458
Raymond James Trust
Florida
$825K +$29.4K +1,125 +4%
CAM
459
Cozad Asset Management
Illinois
$825K – – –
SPC
460
Sigma Planning Corp
Michigan
$822K -$177K -6,780 -18%
PCM
461
Parsons Capital Management
Rhode Island
$811K -$236K -9,015 -22%
S
462
Sachetta
Massachusetts
$809K -$37.7K -1,440 -5%
PGAM
463
Princeton Global Asset Management
New Jersey
$809K +$21.7K +828 +3%
WPC
464
Wedmont Private Capital
Pennsylvania
$806K +$208K +7,956 +36%
OCM
465
Osterweis Capital Management
California
$790K – – –
OBWG
466
Onyx Bridge Wealth Group
New York
$788K -$4.87K -186 -0.6%
RMF
467
Red Mountain Financial
Colorado
$781K +$788K +30,117 New
SSWG
468
Seven Springs Wealth Group
Tennessee
$779K – – –
IWC
469
Integrated Wealth Concepts
Massachusetts
$777K -$205K -7,818 -21%
CPL
470
CAP Partners LLC
Tennessee
$775K -$29K -1,110 -4%
PAM
471
Pegasus Asset Management
New York
$768K -$32.9K -1,257 -4%
RIA
472
Regal Investment Advisors
Michigan
$760K +$73.1K +2,793 +11%
CG
473
Cynosure Group
Utah
$758K – – –
AA
474
Alesco Advisors
New York
$758K -$7.54K -288 -1%
RPGK
475
Retirement Planning Group (Kansas)
Kansas
$756K -$102K -3,897 -12%
17 18
19
20 21