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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
526
AlphaCore Capital
California
$1.03M -$76.5K -2,224 -7%
WPA
527
West Paces Advisors
Georgia
$1.02M -$12.8K -371 -1%
IWMA
528
Ironwood Wealth Management (Arizona)
Arizona
$1M -$186K -5,405 -17%
BIG
529
Brookwood Investment Group
Arizona
$973K +$39.3K +1,143 +5%
PFS
530
Prospera Financial Services
Texas
$973K -$11.8K -343 -1%
AIA
531
Armor Investment Advisors
North Carolina
$966K -$40.7K -1,182 -4%
BL
532
BCWM LLC
Kansas
$962K -$31.4K -911 -3%
CBU
533
CIBC Bancorp USA
Illinois
$958K +$229K +6,644 +56%
S
534
Sachetta
Massachusetts
$957K -$11.8K -343 -1%
YIA
535
YHB Investment Advisors
Connecticut
$955K +$34.3K +996 +4%
FLPIM
536
F.L. Putnam Investment Management
Massachusetts
$955K -$70.1K -2,037 -7%
VH
537
Visionary Horizons
Tennessee
$954K +$223K +6,475 +33%
AWM
538
AE Wealth Management
Kansas
$953K +$120K +3,484 +16%
APW
539
Aurora Private Wealth
New Jersey
$942K -$126K -3,663 -13%
DAS
540
Daybright Advisory Services
Florida
$939K -$78.5K -2,282 -8%
OCM
541
One Capital Management
California
$930K – – –
PC
542
Payne Capital
Oregon
$927K -$379 -11 -0%
AWM
543
Arista Wealth Management
Nevada
$923K – – –
AAG
544
Armstrong Advisory Group
Massachusetts
$921K – – –
HWA
545
Heartwood Wealth Advisors
Virginia
$916K +$118K +3,436 +16%
QCM
546
QRG Capital Management
Illinois
$912K +$1.17K +34 +0.1%
IP
547
Indivisible Partners
Florida
$908K -$38.3K -1,113 -4%
SWP
548
SIMA Wealth Partners
Virginia
$900K -$11.4K -330 -1%
GCA
549
Genesee Capital Advisors
New York
$899K +$274K +7,948 +48%
AOWM
550
Asset One Wealth Management
Washington
$893K +$105K +3,049 +14%
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