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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
526
Comerica Securities
Michigan
$441K -$386K -16,755 -46%
CWM
527
Castle Wealth Management
Florida
$438K -$31.1K -1,350 -7%
AIM
528
Avity Investment Management
Connecticut
$437K – – –
TCM
529
Twele Capital Management
Minnesota
$435K -$56.9K -2,469 -11%
MCA
530
Millennium Capital Advisors
Arkansas
$425K -$20.9K -906 -5%
WDL
531
Well Done LLC
Michigan
$421K – – –
HTC
532
Haverford Trust Company
Pennsylvania
$419K -$41.5K -1,800 -9%
BFO
533
Biltmore Family Office
North Carolina
$416K – – –
MWM
534
MBE Wealth Management
Wisconsin
$413K – – –
PFGIA
535
Patriot Financial Group Insurance Agency
Massachusetts
$408K -$58K -2,517 -12%
APW
536
Aurora Private Wealth
New Jersey
$407K +$1.24K +54 +0.3%
APSI
537
Asset Planning Services Inc
Louisiana
$407K +$43.2K +1,875 +12%
HCA
538
Harbour Capital Advisors
Virginia
$405K +$415K +18,009 New
PI
539
Pachira Investments
California
$403K +$8.29K +360 +2%
MWP
540
Madison Wealth Partners
Wisconsin
$402K +$15.5K +672 +4%
PA
541
Parallel Advisors
California
$399K -$160K -6,936 -28%
FCI
542
Financial Counselors Inc
Kansas
$399K – – –
GAM
543
Garrison Asset Management
Arkansas
$398K -$2.9K -126 -0.7%
AWE
544
Avidian Wealth Enterprises
Texas
$397K -$283K -12,297 -41%
BL
545
BCWM LLC
Kansas
$396K +$9.19K +399 +2%
HI
546
Hendershot Investments
Virginia
$393K -$10.5K -456 -3%
DBRC
547
D.B. Root & Company
Pennsylvania
$387K +$1.1K +48 +0.3%
FWM
548
Fingerlakes Wealth Management
New York
$382K +$553 +24 +0.1%
DFG
549
Delta Financial Group
New Jersey
$378K +$5.6K +243 +1%
CIC
550
Carnegie Investment Counsel
Ohio
$377K +$11.2K +486 +3%
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