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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
626
Empirical Wealth Management
Washington
$520K -$87.5K -2,936 -15%
DCM
627
Donaldson Capital Management
Indiana
$518K -$11.5K -387 -2%
HT
628
Heritage Trust
Oklahoma
$514K – – –
MS
629
Madden Securities
Texas
$513K -$8.7K -292 -2%
SWM
630
Spire Wealth Management
Virginia
$513K +$28.8K +967 +6%
MWA
631
Motive Wealth Advisors
Michigan
$511K – – –
PPWM
632
Perissos Private Wealth Management
Oklahoma
$508K +$596 +20 +0.1%
CFG
633
Chapman Financial Group
Hawaii
$503K +$60 +2 +0%
FRA
634
Front Row Advisors
California
$502K – – –
IPWA
635
International Private Wealth Advisors
California
$501K – – –
MCP
636
Mirador Capital Partners
California
$501K +$22.2K +744 +5%
PB
637
Pinnacle Bancorp
Nebraska
$497K -$6.56K -220 -1%
CWM
638
Castle Wealth Management
Florida
$496K – – –
CA
639
Continuum Advisory
Idaho
$495K +$19.1K +642 +4%
LFAS
640
Level Four Advisory Services
Texas
$493K -$28.1K -941 -5%
VH
641
Visionary Horizons
Tennessee
$493K +$208K +6,980 +74%
GCA
642
Genesee Capital Advisors
New York
$493K +$239K +8,024 +96%
EFG
643
Everest Financial Group
Minnesota
$490K +$485K +16,283 New
RZH
644
Relyea Zuckerberg Hanson
Connecticut
$489K – – –
BRWA
645
B. Riley Wealth Advisors
Florida
$487K -$6.41K -215 -1%
P
646
&Partners
Tennessee
$485K +$210K +7,032 +79%
FFS
647
Flavin Financial Services
Florida
$484K +$25.9K +868 +6%
BFG
648
Berger Financial Group
Minnesota
$475K -$417 -14 -0.1%
EP
649
Essential Partners
California
$470K -$63.9K -2,145 -12%
HAG
650
HighPoint Advisor Group
Illinois
$469K +$465K +15,606 New
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