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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFO
576
Stokes Family Office
Louisiana
$672K -$1.33M -44,622 -67%
AOWM
577
Asset One Wealth Management
Washington
$663K +$620K +20,793 New
BFO
578
Biltmore Family Office
North Carolina
$662K – – –
WBCM
579
Wilson & Boucher Capital Management
California
$661K – – –
SEM
580
Strategic Equity Management
Arizona
$660K -$166K -5,576 -20%
DM
581
Diversified Management
Wisconsin
$659K +$653K +21,903 New
JCFM
582
JBR Co Financial Management
Oklahoma
$656K -$55.9K -1,874 -8%
CW
583
Cooksen Wealth
Texas
$654K +$864 +29 +0.1%
AC
584
Apella Capital
Connecticut
$652K – – –
AIM
585
Aspen Investment Management
Michigan
$649K -$5.87K -197 -0.9%
CG
586
Caprock Group
Idaho
$649K -$62.4K -2,093 -9%
SA
587
Sanctuary Advisors
Indiana
$641K +$14.7K +494 +2%
AWM
588
AE Wealth Management
Kansas
$640K +$79.8K +2,676 +14%
PRS
589
Pinkerton Retirement Specialists
Idaho
$636K +$775 +26 +0.1%
HA
590
Harfst & Associates
Wyoming
$636K -$21.3K -713 -3%
PFPG
591
Pinnacle Financial Partners (Georgia)
Georgia
$631K +$625K +20,968 New
VC
592
Vicus Capital
Pennsylvania
$630K +$35K +1,174 +6%
TA
593
TPG Advisors
Illinois
$629K -$7.54K -253 -1%
AGA
594
Arkos Global Advisors
Texas
$626K +$209 +7 +0%
PI
595
PFG Investments
New York
$625K +$29.5K +989 +5%
FHA
596
Flagship Harbor Advisors
Massachusetts
$616K -$18.3K -613 -3%
GC
597
Grimes & Company
Massachusetts
$614K -$17K -569 -3%
HWA
598
Heartwood Wealth Advisors
Virginia
$614K +$4.65K +156 +0.8%
CWA
599
Continuum Wealth Advisors
New York
$613K – – –
WCM
600
WLTH Capital Management
Arizona
$610K +$559K +18,753 New
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24
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