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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
626
Mendel Capital Management
Arkansas
$543K +$558K +17,538 New
FFS
627
Flavin Financial Services
Florida
$541K +$43.7K +1,374 +9%
PWM
628
Parkshore Wealth Management
California
$534K -$63.4K -1,992 -10%
SWM
629
Selective Wealth Management
Virginia
$534K +$92K +2,888 +22%
LFAS
630
Level Four Advisory Services
Texas
$532K +$25K +786 +5%
HT
631
Heritage Trust
Oklahoma
$529K – – –
CA
632
Continuum Advisory
Idaho
$525K +$16K +503 +3%
FCU
633
Financial Concepts Unlimited
Maine
$525K +$540K +16,961 New
PPWM
634
Perissos Private Wealth Management
Oklahoma
$523K +$287 +9 +0.1%
PI
635
PFG Investments
New York
$522K -$125K -3,912 -19%
MWA
636
Motive Wealth Advisors
Michigan
$522K -$4.2K -132 -0.8%
MS
637
Madden Securities
Texas
$522K -$6.97K -219 -1%
CA
638
CWC Advisors
Oregon
$521K -$50.4K -1,582 -9%
FRA
639
Front Row Advisors
California
$517K – – –
IPWA
640
International Private Wealth Advisors
California
$516K – – –
CWM
641
Castle Wealth Management
Florida
$510K – – –
GCA
642
Genesee Capital Advisors
New York
$508K +$1.3K +41 +0.3%
RZH
643
Relyea Zuckerberg Hanson
Connecticut
$504K – – –
PB
644
Pinnacle Bancorp
Nebraska
$499K -$12.7K -399 -2%
GWM
645
GDS Wealth Management
Texas
$496K +$510K +16,006 New
EP
646
Essential Partners
California
$484K +$923 +29 +0.2%
CIS
647
Continental Investors Services
Washington
$481K -$1.56K -49 -0.4%
HAG
648
HighPoint Advisor Group
Illinois
$477K -$6.37K -200 -1%
MCA
649
Millennium Capital Advisors
Arkansas
$471K – – –
WIA
650
World Investment Advisors
California
$471K -$1.62K -51 -0.3%
24 25
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