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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
501
Bowman & Company
Wisconsin
$369K +$408K +18,282 New
SWM
502
Stockman Wealth Management
Montana
$359K -$33K -1,479 -8%
GAM
503
Garrison Asset Management
Arkansas
$359K +$268 +12 +0.1%
AWE
504
Avidian Wealth Enterprises
Texas
$356K -$672K -30,120 -63%
RJT
505
Raymond James Trust
Florida
$356K +$37.1K +1,662 +10%
PI
506
Pachira Investments
California
$351K – – –
HI
507
Hendershot Investments
Virginia
$350K +$6.42K +288 +2%
BL
508
BCWM LLC
Kansas
$350K +$28K +1,254 +8%
DBRC
509
D.B. Root & Company
Pennsylvania
$349K -$1.41K -63 -0.4%
PFS
510
Prospera Financial Services
Texas
$344K -$20.3K -912 -5%
PWM
511
Praetorian Wealth Management
California
$343K +$380K +17,043 New
FWM
512
Fingerlakes Wealth Management
New York
$339K -$4.75K -213 -1%
APSI
513
Asset Planning Services Inc
Louisiana
$338K – – –
PWMG
514
Prestige Wealth Management Group
New Jersey
$336K -$67 -3 -0%
LAIC
515
Lederer & Associates Investment Counsel
California
$333K -$335 -15 -0.1%
CCM
516
Crew Capital Management
Ohio
$332K – – –
NS
517
Newman & Schimel
Illinois
$331K -$13.4K -600 -4%
CIS
518
Continental Investors Services
Washington
$330K -$5.02K -225 -1%
CIAS
519
Capital Investment Advisory Services
North Carolina
$327K -$10.8K -486 -3%
CIC
520
Carnegie Investment Counsel
Ohio
$327K -$2.61K -117 -0.7%
SWM
521
Spire Wealth Management
Virginia
$324K -$247K -11,052 -41%
BA
522
Ballast Advisors
Minnesota
$322K – – –
KLI
523
Kelman-Lazarov Inc
Tennessee
$320K -$171K -7,662 -33%
TFP
524
Tilia Fiduciary Partners
North Carolina
$320K -$13.5K -603 -4%
CFO
525
CVA Family Office
Colorado
$319K +$47.1K +2,112 +15%
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