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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
551
LexAurum Advisors
Kansas
$353K – – –
FRA
552
Frank Rimerman Advisors
California
$352K – – –
PIM
553
Penobscot Investment Management
Massachusetts
$350K – – –
GI
554
Gradient Investments
Minnesota
$349K -$107K -4,020 -24%
SCA
555
Stillwater Capital Advisors
Pennsylvania
$346K – – –
AIA
556
Acute Investment Advisory
Arizona
$344K +$342K +12,837 New
GG
557
Greenwood Gearhart
Arkansas
$343K -$109K -4,104 -24%
PMFA
558
Plante Moran Financial Advisors
Michigan
$340K +$329K +12,351 +3,580%
WWM
559
Western Wealth Management
Colorado
$339K +$338K +12,669 New
EWM
560
Elmwood Wealth Management
California
$338K +$336K +12,597 New
ZIM
561
Zacks Investment Management
Illinois
$333K +$331K +12,402 New
HIM
562
Harbour Investment Management
Washington
$327K +$4K +150 +1%
GWAM
563
Guardian Wealth Advisors (Minnesota)
Minnesota
$326K +$2.88K +108 +0.9%
PPA
564
Parametric Portfolio Associates
Washington
$325K +$70.7K +2,652 +28%
RFC
565
Regions Financial Corp
Alabama
$323K -$28.2K -1,059 -8%
TC
566
Tenret Company
Florida
$323K -$19.8K -744 -6%
PAS
567
Park Avenue Securities
New York
$322K -$210K -7,875 -40%
LBA
568
Lowell Blake & Associates
Massachusetts
$322K +$1.92K +72 +0.6%
NFG
569
Next Financial Group
Texas
$321K -$14K -525 -4%
FMWA
570
Forvis Mazars Wealth Advisors
Missouri
$320K +$16K +600 +5%
RCC
571
Red Cedar Capital
Nebraska
$319K +$1.12K +42 +0.4%
AP
572
Appleton Partners
Massachusetts
$317K -$61.9K -2,322 -16%
DY
573
Dowling & Yahnke
California
$316K -$1.6K -60 -0.5%
TWP
574
TFO Wealth Partners
Ohio
$314K +$322K +12,069 New
BC
575
Barnett & Company
Tennessee
$308K -$80.6K -3,024 -21%
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