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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
476
Crescent Sterling
Louisiana
$1.3M -$3.41K -99 -0.3%
ANTB
477
AMG National Trust Bank
Colorado
$1.28M – – –
CFP
478
Cascade Financial Partners
California
$1.28M -$20.6K -598 -2%
IAN
479
Integrated Advisors Network
Texas
$1.27M -$122K -3,555 -9%
CPA
480
Clear Point Advisors
New York
$1.27M +$92.9K +2,700 +9%
LSWP
481
Liberty Square Wealth Partners
Pennsylvania
$1.27M -$465K -13,498 -28%
CWM
482
Chesapeake Wealth Management
Virginia
$1.26M -$16K -464 -1%
LTL
483
Lowery Thomas LLC
California
$1.26M -$9.15K -266 -0.8%
OSAM
484
O'Shaughnessy Asset Management
Connecticut
$1.24M +$139K +4,028 +14%
RPGK
485
Retirement Planning Group (Kansas)
Kansas
$1.24M – – –
SPIA
486
Steward Partners Investment Advisory
New York
$1.22M +$245K +7,126 +27%
EWP
487
Elevation Wealth Partners
California
$1.21M -$24.9K -724 -2%
GFG
488
Grantvest Financial Group
New Jersey
$1.21M -$10.3K -300 -0.9%
TFS
489
Thoroughbred Financial Services
Tennessee
$1.2M +$482 +14 +0%
JIR
490
James Investment Research
Ohio
$1.19M +$155K +4,499 +16%
FAG
491
Fortitude Advisory Group
Washington
$1.19M +$172 +5 +0%
FT
492
Fiduciary Trust
Massachusetts
$1.19M – – –
IWP
493
IAG Wealth Partners
Wisconsin
$1.18M -$95.2K -2,765 -8%
BAM
494
Belpointe Asset Management
Nevada
$1.18M +$38.9K +1,130 +4%
FCA
495
Fortis Capital Advisors
Kansas
$1.18M +$38.9K +1,130 +4%
PSF
496
Pacific Sun Financial
California
$1.16M -$6.88K -200 -0.6%
DCM
497
Donaldson Capital Management
Indiana
$1.15M +$332K +9,645 +45%
HP
498
Hilltop Partners
Indiana
$1.14M -$15.2K -443 -1%
RMF
499
Red Mountain Financial
Colorado
$1.13M +$75.5K +2,194 +8%
WOSD
500
WFA of San Diego
California
$1.12M -$96.5K -2,805 -8%
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