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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
526
Armor Investment Advisors
North Carolina
$860K -$53.4K -1,792 -6%
NCMW
527
Northern Capital Management (Washington)
Washington
$857K -$270K -9,057 -24%
CPA
528
Clear Point Advisors
New York
$856K -$83.6K -2,806 -9%
NWMG
529
National Wealth Management Group
Ohio
$851K -$23.9K -802 -3%
GB
530
Goepper Burkhardt
South Carolina
$851K -$190K -6,387 -18%
BCI
531
Brinker Capital Investments
Pennsylvania
$839K +$504K +16,905 +154%
BIA
532
Bigelow Investment Advisors
Maine
$837K -$106K -3,570 -11%
FLPIM
533
F.L. Putnam Investment Management
Massachusetts
$833K +$54.5K +1,827 +7%
RMF
534
Red Mountain Financial
Colorado
$829K +$30K +1,007 +4%
AWE
535
Avidian Wealth Enterprises
Texas
$828K +$268 +9 +0%
BWA
536
BlueChip Wealth Advisors
Georgia
$824K -$11.8K -396 -1%
RPGK
537
Retirement Planning Group (Kansas)
Kansas
$815K – – –
CWA
538
Carolina Wealth Advisors
South Carolina
$810K -$84.6K -2,838 -10%
YIA
539
YHB Investment Advisors
Connecticut
$810K +$19.3K +648 +2%
PFS
540
Prospera Financial Services
Texas
$798K -$294K -9,865 -27%
IP
541
Indivisible Partners
Florida
$798K +$791K +26,538 New
TAM
542
Townsend Asset Management
North Carolina
$795K +$4.23K +142 +0.5%
KWM
543
Kingsview Wealth Management
Oregon
$784K -$17.1K -575 -2%
S
544
Sachetta
Massachusetts
$773K -$21.9K -733 -3%
AAG
545
Armstrong Advisory Group
Massachusetts
$773K -$21.6K -726 -3%
AWA
546
Arkadios Wealth Advisors
Georgia
$767K +$29K +972 +4%
SWP
547
SIMA Wealth Partners
Virginia
$766K -$2.95K -99 -0.4%
BIM
548
Bridges Investment Management
Nebraska
$762K +$2.59K +87 +0.3%
PC
549
Payne Capital
Oregon
$757K -$96.1K -3,224 -11%
AWM
550
Arista Wealth Management
Nevada
$753K – – –
20 21
22
23 24