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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
576
Robertson Stephens Wealth Management
California
$305K +$131 +6 +0%
RWM
577
RBA Wealth Management
California
$304K +$3.55K +162 +1%
CIAS
578
Capital Investment Advisory Services
North Carolina
$303K -$51.2K -2,334 -14%
PIM
579
Penobscot Investment Management
Massachusetts
$299K – – –
EWM
580
Elmwood Wealth Management
California
$299K +$23K +1,050 +8%
PAM
581
Peak Asset Management
Colorado
$298K +$5K +228 +2%
PFPT
582
Pinnacle Financial Partners (Tennessee)
Tennessee
$295K +$1.12K +51 +0.4%
PIA
583
Pinion Investment Advisors
Kansas
$295K -$4.08K -186 -1%
RFA
584
Resurgent Financial Advisors
Georgia
$295K +$42.5K +1,938 +17%
AF
585
Advisornet Financial
Minnesota
$294K +$18.9K +861 +7%
ZIM
586
Zacks Investment Management
Illinois
$292K -$8.88K -405 -3%
MIP
587
Marietta Investment Partners
Wisconsin
$290K +$32.7K +1,494 +13%
FRA
588
Frank Rimerman Advisors
California
$287K – – –
KWS
589
Keystone Wealth Services
California
$284K +$12K +549 +4%
SCA
590
Stillwater Capital Advisors
Pennsylvania
$282K – – –
TWP
591
Total Wealth Planning
Ohio
$282K +$10.4K +474 +4%
GWAM
592
Guardian Wealth Advisors (Minnesota)
Minnesota
$282K +$10.4K +474 +4%
SIS
593
Strategic Investment Solutions
Illinois
$276K +$246K +11,205 New
BB
594
Busey Bank
Illinois
$272K -$55.5K -2,532 -17%
HL
595
HeadInvest LLC
Maine
$267K +$268K +12,210 New
RCC
596
Red Cedar Capital
Nebraska
$265K +$1.38K +63 +0.5%
KFS
597
Kaizen Financial Strategies
California
$264K +$1.25K +57 +0.5%
TC
598
Tenret Company
Florida
$263K – – –
LBA
599
Lowell Blake & Associates
Massachusetts
$263K – – –
RFC
600
Regions Financial Corp
Alabama
$259K -$13.2K -600 -5%
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