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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
626
Fingerlakes Wealth Management
New York
$338K -$14K -612 -4%
RWM
627
RBA Wealth Management
California
$336K -$344 -15 -0.1%
VWA
628
Visionary Wealth Advisors
Illinois
$335K -$20.6K -900 -6%
AFTS
629
American Financial & Tax Strategies
New York
$333K +$276K +12,033 New
FRA
630
Frank Rimerman Advisors
California
$330K – – –
AWE
631
Avidian Wealth Enterprises
Texas
$328K -$96.9K -4,230 -24%
PWMG
632
Prestige Wealth Management Group
New Jersey
$328K – – –
MSS
633
Mitchell Sinkler & Starr
Pennsylvania
$327K +$298K +13,005 New
HCA
634
Harbour Capital Advisors
Virginia
$325K – – –
AF
635
Advisornet Financial
Minnesota
$324K -$90.2K -3,936 -23%
FFA
636
Fortune Financial Advisors
Kansas
$320K -$33.5K -1,464 -10%
LAIC
637
Lederer & Associates Investment Counsel
California
$320K +$8.87K +387 +3%
TC
638
Telemus Capital
Michigan
$317K +$5.5K +240 +2%
HNB
639
Huntington National Bank
Ohio
$316K – – –
BB
640
Busey Bank
Illinois
$312K – – –
SWM
641
Stockman Wealth Management
Montana
$310K +$18.7K +816 +7%
FCM
642
Firestone Capital Management
Florida
$310K +$15.7K +687 +6%
HWM
643
Heirloom Wealth Management
Colorado
$310K -$70.2K -3,063 -20%
HL
644
HeadInvest LLC
Maine
$307K – – –
CIAS
645
Capital Investment Advisory Services
North Carolina
$305K +$36.8K +1,608 +15%
PB
646
Pinnacle Bancorp
Nebraska
$305K +$278K +12,141 New
HIM
647
Harbour Investment Management
Washington
$304K +$5.64K +246 +2%
KWS
648
Keystone Wealth Services
California
$304K -$1.1K -48 -0.4%
BW
649
BIP Wealth
Georgia
$304K -$1.72K -75 -0.6%
TC
650
Tenret Company
Florida
$301K +$275K +12,006 New
24 25
26
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