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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
526
Northern Capital Management (Washington)
Washington
$857K -$270K -9,057 -24%
CPA
527
Clear Point Advisors
New York
$856K -$83.6K -2,806 -9%
NWMG
528
National Wealth Management Group
Ohio
$851K -$23.9K -802 -3%
GB
529
Goepper Burkhardt
South Carolina
$851K -$190K -6,387 -18%
BCI
530
Brinker Capital Investments
Pennsylvania
$839K +$504K +16,905 +154%
BIA
531
Bigelow Investment Advisors
Maine
$837K -$106K -3,570 -11%
FLPIM
532
F.L. Putnam Investment Management
Massachusetts
$833K +$54.5K +1,827 +7%
RMF
533
Red Mountain Financial
Colorado
$829K +$30K +1,007 +4%
AWE
534
Avidian Wealth Enterprises
Texas
$828K +$268 +9 +0%
BWA
535
BlueChip Wealth Advisors
Georgia
$824K -$11.8K -396 -1%
RPGK
536
Retirement Planning Group (Kansas)
Kansas
$815K – – –
CWA
537
Carolina Wealth Advisors
South Carolina
$810K -$84.6K -2,838 -10%
YIA
538
YHB Investment Advisors
Connecticut
$810K +$19.3K +648 +2%
PFS
539
Prospera Financial Services
Texas
$798K -$294K -9,865 -27%
IP
540
Indivisible Partners
Florida
$798K +$791K +26,538 New
TAM
541
Townsend Asset Management
North Carolina
$795K +$4.23K +142 +0.5%
KWM
542
Kingsview Wealth Management
Oregon
$784K -$17.1K -575 -2%
S
543
Sachetta
Massachusetts
$773K -$21.9K -733 -3%
AAG
544
Armstrong Advisory Group
Massachusetts
$773K -$21.6K -726 -3%
AWA
545
Arkadios Wealth Advisors
Georgia
$767K +$29K +972 +4%
SWP
546
SIMA Wealth Partners
Virginia
$766K -$2.95K -99 -0.4%
BIM
547
Bridges Investment Management
Nebraska
$762K +$2.59K +87 +0.3%
PC
548
Payne Capital
Oregon
$757K -$96.1K -3,224 -11%
AWM
549
Arista Wealth Management
Nevada
$753K – – –
JF
550
Joule Financial
Kentucky
$748K -$5.99K -201 -0.8%
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