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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
601
Mendel Capital Management
Arkansas
$521K +$175 +6 +0%
MS
602
Madden Securities
Texas
$514K -$16.4K -563 -3%
LFAS
603
Level Four Advisory Services
Texas
$514K -$14.8K -510 -3%
TPCW
604
TD Private Client Wealth
New York
$512K -$26.5K -909 -5%
HT
605
Heritage Trust
Oklahoma
$507K – – –
MWA
606
Motive Wealth Advisors
Michigan
$503K – – –
PPWM
607
Perissos Private Wealth Management
Oklahoma
$500K +$553 +19 +0.1%
PB
608
Pinnacle Bancorp
Nebraska
$496K -$31.7K -1,089 -6%
CFG
609
Chapman Financial Group
Hawaii
$496K -$39.7K -1,365 -8%
FRA
610
Front Row Advisors
California
$495K -$17.5K -600 -3%
IPWA
611
International Private Wealth Advisors
California
$494K – – –
CWM
612
Castle Wealth Management
Florida
$489K – – –
BRWA
613
B. Riley Wealth Advisors
Florida
$487K +$25K +858 +6%
RFA
614
Resurgent Financial Advisors
Georgia
$486K -$92.3K -3,172 -16%
WF
615
Williams Financial
Vermont
$484K +$475K +16,328 New
RZH
616
Relyea Zuckerberg Hanson
Connecticut
$482K -$50.8K -1,745 -10%
SWM
617
Spire Wealth Management
Virginia
$477K +$1.14K +39 +0.2%
MCP
618
Mirador Capital Partners
California
$472K +$1.37K +47 +0.3%
GG
619
Greenwood Gearhart
Arkansas
$471K -$15.1K -520 -3%
CA
620
Continuum Advisory
Idaho
$469K -$5.3K -182 -1%
BFG
621
Berger Financial Group
Minnesota
$469K -$13.7K -471 -3%
PTC
622
Private Trust Company
Ohio
$465K -$8.33K -286 -2%
PCM
623
Park Capital Management
Wisconsin
$455K +$4.45K +153 +1%
PCM
624
Parsons Capital Management
Rhode Island
$455K -$34.8K -1,197 -7%
FFS
625
Flavin Financial Services
Florida
$452K +$206K +7,091 +87%
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25
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