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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
676
Lederer & Associates Investment Counsel
California
$361K +$132 +5 +0%
NAS
677
NWF Advisory Services
California
$361K +$16.6K +630 +5%
EWM
678
Empirical Wealth Management
Washington
$360K -$206K -7,800 -38%
BI
679
Berkeley Inc
Idaho
$356K -$23.7K -899 -7%
LKIM
680
Lawson Kroeker Investment Management
Nebraska
$353K +$332K +12,572 New
SAW
681
Signal Advisors Wealth
Michigan
$349K -$2.27M -86,094 -87%
SWM
682
Selective Wealth Management
Virginia
$346K -$35.8K -1,356 -10%
KPWS
683
Kestra Private Wealth Services
Texas
$342K -$43.3K -1,641 -12%
CIAS
684
Capital Investment Advisory Services
North Carolina
$341K +$12.6K +479 +4%
HIM
685
Harbour Investment Management
Washington
$341K – – –
BCI
686
Brinker Capital Investments
Pennsylvania
$341K +$67.8K +2,572 +27%
TIP
687
Tandem Investment Partners
New Jersey
$340K +$158 +6 +0%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$339K -$10.9K -415 -3%
KJWM
689
Kiley Juergens Wealth Management
Washington
$337K +$317 +12 +0.1%
BB
690
Busey Bank
Illinois
$336K – – –
CCB
691
Country Club Bank
Missouri
$335K -$79.1K -3,000 -20%
GWAM
692
Guardian Wealth Advisors (Minnesota)
Minnesota
$335K +$8.39K +318 +3%
ACM
693
Armbruster Capital Management
New York
$334K +$3.3K +125 +1%
TWM
694
Triton Wealth Management
Arizona
$333K +$304K +11,523 New
FWM
695
Fingerlakes Wealth Management
New York
$333K +$1.13K +43 +0.4%
RBCM
696
Raub Brock Capital Management
California
$333K +$1.13K +43 +0.4%
KFSN
697
Keystone Financial Services (Nebraska)
Nebraska
$331K +$33.5K +1,270 +12%
M
698
MOTCO
Texas
$330K +$251K +9,513 +468%
BWA
699
Beam Wealth Advisors
Louisiana
$329K +$310K +11,739 New
PWMG
700
Prestige Wealth Management Group
New Jersey
$329K -$24.5K -930 -7%
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