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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
576
LifePlan Financial
Minnesota
$595K +$12.4K +470 +2%
PRS
577
Pinkerton Retirement Specialists
Idaho
$592K +$580 +22 +0.1%
SIA
578
SeaBridge Investment Advisors
New Jersey
$587K +$448 +17 +0.1%
RA
579
Ruggaard & Associates
Ohio
$584K -$16.5K -627 -3%
AGA
580
Arkos Global Advisors
Texas
$583K +$158 +6 +0%
KAS
581
KPP Advisory Services
Kentucky
$582K +$8.84K +335 +2%
SQA
582
Simon Quick Advisors
New Jersey
$582K +$1K +38 +0.2%
EP
583
Essential Partners
California
$581K +$547K +20,721 New
EFA
584
Evernest Financial Advisors
Indiana
$580K +$80.8K +3,061 +17%
CWA
585
Continuum Wealth Advisors
New York
$577K -$22.2K -840 -4%
CAM
586
Cozad Asset Management
Illinois
$572K – – –
CNFG
587
Creegan & Nassoura Financial Group
New Hampshire
$571K – – –
SPIA
588
Steward Partners Investment Advisory
New York
$563K -$10.6K -400 -2%
WSWA
589
Warren Street Wealth Advisors
California
$559K -$9.87K -374 -2%
PI
590
PFG Investments
New York
$555K +$116K +4,391 +29%
VC
591
Vicus Capital
Pennsylvania
$552K -$7.81K -296 -1%
RFA
592
Resurgent Financial Advisors
Georgia
$549K +$70.9K +2,687 +16%
PFPT
593
Pinnacle Financial Partners (Tennessee)
Tennessee
$548K +$151K +5,734 +42%
SCM
594
Stordahl Capital Management
Colorado
$546K -$4.3K -163 -0.8%
MT
595
Midwest Trust
Kansas
$545K +$512K +19,415 New
CIA
596
Compass Ion Advisors
Pennsylvania
$542K -$104K -3,957 -17%
AC
597
AlphaCore Capital
California
$539K +$163K +6,188 +47%
PWM
598
Parkshore Wealth Management
California
$537K -$35.5K -1,345 -7%
SPL
599
Smart Portfolios LLC
Washington
$531K +$20.2K +765 +4%
MWM
600
Mission Wealth Management
California
$524K +$1.08K +41 +0.2%
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