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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
601
MGO One Seven
Ohio
– -$284K -16,167 Closed
SW
602
SkyOak Wealth
Michigan
– -$278K -15,822 Closed
NL
603
NWAM LLC
Washington
– -$236K -13,428 Closed
RC
604
Rovin Capital
Arizona
– -$234K -13,344 Closed
EWM
605
Evermay Wealth Management
Virginia
– -$225K -12,831 Closed
MWA
606
MFA Wealth Advisors
Pennsylvania
– -$210K -11,952 Closed
AWM
607
AE Wealth Management
Kansas
– -$208K -11,874 Closed
MCWS
608
McKinley Carter Wealth Services
West Virginia
– -$202K -11,496 Closed
SLF
609
Sun Life Financial
Ontario, Canada
– -$125K -7,125 Closed
AWM
610
Apollon Wealth Management
South Carolina
– -$84K -4,806 Closed
OPS
611
Orion Portfolio Solutions
Nebraska
– -$53K -3,012 Closed
TC
612
Truvestments Capital
Florida
– -$29K -1,686 Closed
PWP
613
Principle Wealth Partners
Connecticut
– -$16K -918 Closed
TCM
614
TD Capital Management
Tennessee
– -$10K -579 Closed
SCA
615
Stonebridge Capital Advisors
Minnesota
– -$4K -252 Closed
CWC
616
Carolinas Wealth Consulting
North Carolina
– -$4K -246 Closed
GI
617
GS Investments
Minnesota
– -$3.6K -204 Closed
CAAS
618
Capital Asset Advisory Services
Michigan
– -$3K -180 Closed
DAM
619
Delta Asset Management
Tennessee
– -$2K -90 Closed
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