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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
626
RBA Wealth Management
California
$336K -$344 -15 -0.1%
VWA
627
Visionary Wealth Advisors
Illinois
$335K -$20.6K -900 -6%
AFTS
628
American Financial & Tax Strategies
New York
$333K +$276K +12,033 New
FRA
629
Frank Rimerman Advisors
California
$330K – – –
AWE
630
Avidian Wealth Enterprises
Texas
$328K -$96.9K -4,230 -24%
PWMG
631
Prestige Wealth Management Group
New Jersey
$328K – – –
MSS
632
Mitchell Sinkler & Starr
Pennsylvania
$327K +$298K +13,005 New
HCA
633
Harbour Capital Advisors
Virginia
$325K – – –
AF
634
Advisornet Financial
Minnesota
$324K -$90.2K -3,936 -23%
FFA
635
Fortune Financial Advisors
Kansas
$320K -$33.5K -1,464 -10%
LAIC
636
Lederer & Associates Investment Counsel
California
$320K +$8.87K +387 +3%
TC
637
Telemus Capital
Michigan
$317K +$5.5K +240 +2%
HNB
638
Huntington National Bank
Ohio
$316K – – –
BB
639
Busey Bank
Illinois
$312K – – –
SWM
640
Stockman Wealth Management
Montana
$310K +$18.7K +816 +7%
FCM
641
Firestone Capital Management
Florida
$310K +$15.7K +687 +6%
HWM
642
Heirloom Wealth Management
Colorado
$310K -$70.2K -3,063 -20%
HL
643
HeadInvest LLC
Maine
$307K – – –
CIAS
644
Capital Investment Advisory Services
North Carolina
$305K +$36.8K +1,608 +15%
PB
645
Pinnacle Bancorp
Nebraska
$305K +$278K +12,141 New
HIM
646
Harbour Investment Management
Washington
$304K +$5.64K +246 +2%
KWS
647
Keystone Wealth Services
California
$304K -$1.1K -48 -0.4%
BW
648
BIP Wealth
Georgia
$304K -$1.72K -75 -0.6%
TC
649
Tenret Company
Florida
$301K +$275K +12,006 New
AFG
650
Albion Financial Group
Utah
$300K -$481 -21 -0.2%
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