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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
476
Retirement Planning Group (Kansas)
Kansas
$1.04M +$209K +6,569 +24%
EWP
477
Elevation Wealth Partners
California
$1.04M +$573 +18 +0.1%
WOSD
478
WFA of San Diego
California
$1.04M -$25.6K -805 -2%
BMCM
479
Burns Matteson Capital Management
New York
$1.04M -$21.5K -675 -2%
MIA
480
MeadowBrook Investment Advisors
Michigan
$1.03M +$616K +19,355 +139%
GFG
481
Grantvest Financial Group
New Jersey
$1.03M -$41.6K -1,305 -4%
NL
482
NWAM LLC
Washington
$1.02M +$8.5K +267 +0.8%
PAM
483
Pegasus Asset Management
New York
$1.02M +$106K +3,317 +11%
GFA
484
Gallagher Fiduciary Advisors
Illinois
$1.01M +$33.6K +1,054 +3%
FPWM
485
Five Pine Wealth Management
Idaho
$1.01M -$7.42K -233 -0.7%
IWMA
486
Ironwood Wealth Management (Arizona)
Arizona
$1.01M +$159 +5 +0%
TFS
487
Thoroughbred Financial Services
Tennessee
$1M +$382 +12 +0%
FAG
488
Fortitude Advisory Group
Washington
$996K +$541 +17 +0.1%
FT
489
Fiduciary Trust
Massachusetts
$996K -$64.6K -2,030 -6%
AGWCA
490
Annis Gardner Whiting Capital Advisors
Florida
$989K – – –
WPC
491
Wedmont Private Capital
Pennsylvania
$982K +$96 +3 +0%
ADL
492
Asset Dedication LLC
California
$982K +$851K +26,736 +538%
CPA
493
Clear Point Advisors
New York
$981K +$102K +3,218 +11%
PSF
494
Pacific Sun Financial
California
$979K -$36.6K -1,150 -4%
SWP
495
Stratos Wealth Partners
Ohio
$976K +$16.7K +525 +2%
HP
496
Hilltop Partners
Indiana
$969K -$38.1K -1,197 -4%
BAM
497
Belpointe Asset Management
Nevada
$953K -$51K -1,603 -5%
FCA
498
Fortis Capital Advisors
Kansas
$953K -$51K -1,603 -5%
AA
499
Alesco Advisors
New York
$943K +$30.7K +965 +3%
BJL
500
Brighton Jones LLC
Washington
$943K +$970K +30,452 New
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