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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
551
Centaurus Financial
California
$288K -$830K -35,964 -72%
PIA
552
Pinion Investment Advisors
Kansas
$288K -$14.3K -618 -4%
ZIM
553
Zacks Investment Management
Illinois
$288K +$3.88K +168 +1%
CFO
554
CVA Family Office
Colorado
$287K +$208 +9 +0.1%
PIM
555
Penobscot Investment Management
Massachusetts
$286K -$20.4K -885 -6%
HIM
556
Harbour Investment Management
Washington
$286K +$6.92K +300 +2%
WAM
557
WNY Asset Management
New York
$285K -$100K -4,353 -24%
DWM
558
Doyle Wealth Management
Florida
$283K +$312K +13,515 New
PAM
559
Peak Asset Management
Colorado
$280K – – –
PFPT
560
Pinnacle Financial Partners (Tennessee)
Tennessee
$280K +$1.04K +45 +0.3%
CP
561
Capital Planning
Washington
$280K +$28.5K +1,236 +10%
GG
562
Greenwood Gearhart
Arkansas
$277K +$21.3K +924 +7%
FRA
563
Frank Rimerman Advisors
California
$275K – – –
5L
564
55I LLC
Massachusetts
$272K -$37.7K -1,635 -11%
SCA
565
Stillwater Capital Advisors
Pennsylvania
$270K – – –
G
566
Gainplan
Michigan
$267K -$11.1K -480 -4%
EWM
567
Elmwood Wealth Management
California
$263K – – –
UB
568
UMB Bank
Missouri
$263K – – –
RFC
569
Regions Financial Corp
Alabama
$263K +$12.7K +552 +5%
RWM
570
Reston Wealth Management
Virginia
$262K -$21.4K -927 -7%
KWS
571
Keystone Wealth Services
California
$260K -$169K -7,308 -37%
GWAM
572
Guardian Wealth Advisors (Minnesota)
Minnesota
$259K -$4.64K -201 -2%
AWM
573
AE Wealth Management
Kansas
$258K -$2.32M -100,422 -89%
TBWA
574
Three Bridge Wealth Advisors
California
$258K +$277 +12 +0.1%
DY
575
Dowling & Yahnke
California
$258K +$12.8K +555 +5%
21 22
23
24 25