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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPL
526
CAP Partners LLC
Tennessee
$1.05M -$7.26K -211 -0.7%
NWMG
527
National Wealth Management Group
Ohio
$1.04M +$6.92K +201 +0.7%
AWE
528
Avidian Wealth Enterprises
Texas
$1.03M +$172 +5 +0%
AC
529
AlphaCore Capital
California
$1.03M -$76.5K -2,224 -7%
WPA
530
West Paces Advisors
Georgia
$1.02M -$12.8K -371 -1%
IWMA
531
Ironwood Wealth Management (Arizona)
Arizona
$1M -$186K -5,405 -17%
BIG
532
Brookwood Investment Group
Arizona
$973K +$39.3K +1,143 +5%
PFS
533
Prospera Financial Services
Texas
$973K -$11.8K -343 -1%
AIA
534
Armor Investment Advisors
North Carolina
$966K -$40.7K -1,182 -4%
BL
535
BCWM LLC
Kansas
$962K -$31.4K -911 -3%
CBU
536
CIBC Bancorp USA
Illinois
$958K +$229K +6,644 +56%
S
537
Sachetta
Massachusetts
$957K -$11.8K -343 -1%
YIA
538
YHB Investment Advisors
Connecticut
$955K +$34.3K +996 +4%
FLPIM
539
F.L. Putnam Investment Management
Massachusetts
$955K -$70.1K -2,037 -7%
VH
540
Visionary Horizons
Tennessee
$954K +$223K +6,475 +33%
AWM
541
AE Wealth Management
Kansas
$953K +$120K +3,484 +16%
APW
542
Aurora Private Wealth
New Jersey
$942K -$126K -3,663 -13%
DAS
543
Daybright Advisory Services
Florida
$939K -$78.5K -2,282 -8%
OCM
544
One Capital Management
California
$930K – – –
PC
545
Payne Capital
Oregon
$927K -$379 -11 -0%
AWM
546
Arista Wealth Management
Nevada
$923K – – –
AAG
547
Armstrong Advisory Group
Massachusetts
$921K – – –
HWA
548
Heartwood Wealth Advisors
Virginia
$916K +$118K +3,436 +16%
QCM
549
QRG Capital Management
Illinois
$912K +$1.17K +34 +0.1%
IP
550
Indivisible Partners
Florida
$908K -$38.3K -1,113 -4%
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