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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
476
Cornerstone Wealth Management
Missouri
$982K -$3.3K -125 -0.4%
ANTB
477
AMG National Trust Bank
Colorado
$972K – – –
RWP
478
RWA Wealth Partners
Massachusetts
$965K -$79K -2,994 -8%
FT
479
Fiduciary Trust
Massachusetts
$959K – – –
SC
480
SouthState Corp
Florida
$958K -$40.3K -1,528 -4%
FPAS
481
Focus Partners Advisor Solutions
Missouri
$954K +$22.4K +850 +3%
KF
482
K2 Financial
California
$946K +$67.9K +2,574 +8%
PGAM
483
Princeton Global Asset Management
New Jersey
$943K +$53.1K +2,011 +6%
PSF
484
Pacific Sun Financial
California
$942K -$5.28K -200 -0.6%
SIMC
485
Squire Investment Management Company
Utah
$930K +$48K +1,818 +6%
FPWM
486
Five Pine Wealth Management
Idaho
$930K -$7.23K -274 -0.8%
HP
487
Hilltop Partners
Indiana
$923K -$19.4K -734 -2%
BIA
488
Bigelow Investment Advisors
Maine
$921K -$41.4K -1,568 -5%
CFP
489
Cascade Financial Partners
California
$909K +$43.3K +1,642 +5%
WMWM
490
Wilkins Miller Wealth Management
Alabama
$909K -$1.58K -60 -0.2%
MA
491
Mutual Advisors
Nebraska
$906K -$8.6K -326 -1%
APW
492
Aurora Private Wealth
New Jersey
$895K +$500K +18,944 +146%
TFS
493
Thoroughbred Financial Services
Tennessee
$894K -$48.6K -1,842 -5%
LTL
494
Lowery Thomas LLC
California
$892K -$338K -12,806 -29%
SPC
495
Sigma Planning Corp
Michigan
$890K -$21.7K -822 -3%
FAG
496
Fortitude Advisory Group
Washington
$888K +$44.6K +1,692 +6%
CPA
497
Clear Point Advisors
New York
$883K -$67.8K -2,569 -8%
EE
498
EWG Elevate
California
$880K -$30.3K -1,148 -4%
SWM
499
Silverlake Wealth Management
Vermont
$876K +$824K +31,222 New
PCM
500
Pennsylvania Capital Management
Pennsylvania
$873K +$15K +570 +2%
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