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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
501
AlphaCore Capital
California
$932K -$268K -8,426 -22%
HFO
502
Heritage Family Offices
Arizona
$931K -$13.1K -412 -1%
OCM
503
One Capital Management
California
$930K -$12.6K -395 -1%
PFBT
504
Parkside Financial Bank & Trust
Missouri
$929K – – –
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$920K +$220K +6,921 +30%
OIS
506
Okabena Investment Services
Minnesota
$920K – – –
BWA
507
BlueChip Wealth Advisors
Georgia
$917K +$70.1K +2,202 +8%
PA
508
Parallel Advisors
California
$915K +$4.52K +142 +0.5%
DAS
509
Daybright Advisory Services
Florida
$908K +$6.75K +212 +0.7%
SSWG
510
Seven Springs Wealth Group
Tennessee
$904K – – –
OBWG
511
Onyx Bridge Wealth Group
New York
$899K +$732 +23 +0.1%
SPC
512
Sigma Planning Corp
Michigan
$897K -$46.7K -1,468 -5%
KWM
513
Kingsview Wealth Management
Oregon
$897K +$92.9K +2,918 +11%
CPL
514
CAP Partners LLC
Tennessee
$887K +$191 +6 +0%
CG
515
Cynosure Group
Utah
$886K +$255 +8 +0%
NB
516
NBT Bank
New York
$883K +$361K +11,329 +66%
APW
517
Aurora Private Wealth
New Jersey
$878K – – –
RMF
518
Red Mountain Financial
Colorado
$878K +$24.8K +780 +3%
AWA
519
Arkadios Wealth Advisors
Georgia
$875K +$87.7K +2,755 +11%
NWMG
520
National Wealth Management Group
Ohio
$865K -$12.3K -386 -1%
FLPIM
521
F.L. Putnam Investment Management
Massachusetts
$865K +$7.39K +232 +0.8%
WPA
522
West Paces Advisors
Georgia
$864K -$31.1K -977 -3%
AWE
523
Avidian Wealth Enterprises
Texas
$864K +$11.8K +371 +1%
JIR
524
James Investment Research
Ohio
$863K +$106K +3,344 +14%
AIA
525
Armor Investment Advisors
North Carolina
$848K -$38.4K -1,205 -4%
19 20
21
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