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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFG
476
Grantvest Financial Group
New Jersey
$1.04M -$16.2K -544 -2%
WOSD
477
WFA of San Diego
California
$1.03M -$5.31K -178 -0.5%
PGAM
478
Princeton Global Asset Management
New Jersey
$1.03M -$3.55K -119 -0.3%
RWM
479
Rialto Wealth Management
New York
$1.03M – – –
FT
480
Fiduciary Trust
Massachusetts
$1.03M – – –
BMCM
481
Burns Matteson Capital Management
New York
$1.03M +$6.32K +212 +0.6%
LTL
482
Lowery Thomas LLC
California
$1.02M +$25.2K +844 +3%
EWP
483
Elevation Wealth Partners
California
$1.01M -$73.6K -2,469 -7%
NCM
484
Novare Capital Management
North Carolina
$1M -$616K -20,662 -38%
FPWM
485
Five Pine Wealth Management
Idaho
$987K +$2.47K +83 +0.3%
PSF
486
Pacific Sun Financial
California
$985K -$12.5K -420 -1%
GCM
487
Gambit Capital Management
Tennessee
$984K +$976K +32,731 New
IWMA
488
Ironwood Wealth Management (Arizona)
Arizona
$980K -$8.08K -271 -0.8%
HP
489
Hilltop Partners
Indiana
$978K +$23.9K +802 +3%
TFS
490
Thoroughbred Financial Services
Tennessee
$974K +$626 +21 +0.1%
BAM
491
Belpointe Asset Management
Nevada
$973K -$402K -13,498 -29%
FCA
492
Fortis Capital Advisors
Kansas
$973K +$200K +6,715 +26%
FAG
493
Fortitude Advisory Group
Washington
$967K +$30.6K +1,025 +3%
AGWCA
494
Annis Gardner Whiting Capital Advisors
Florida
$961K -$59.6K -2,000 -6%
PCM
495
Pennsylvania Capital Management
Pennsylvania
$958K +$96.7K +3,243 +11%
GFA
496
Gallagher Fiduciary Advisors
Illinois
$951K +$83K +2,785 +10%
CFP
497
Cascade Financial Partners
California
$948K -$66.5K -2,231 -7%
WPC
498
Wedmont Private Capital
Pennsylvania
$944K -$7.63K -256 -0.8%
IA
499
IF Advisors
Texas
$943K +$935K +31,369 New
BWL
500
Bogart Wealth LLC
Virginia
$940K +$5.57K +187 +0.6%
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