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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
676
Curtis Advisory Group
California
$405K -$18.9K -635 -4%
GWANC
677
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K +$1.97K +66 +0.5%
EWA
678
EverSource Wealth Advisors
Alabama
$398K -$30.1K -1,011 -7%
MWM
679
MBE Wealth Management
Wisconsin
$398K – – –
BW
680
Balance Wealth
Ohio
$397K -$13.9K -466 -3%
FWP
681
Falcon Wealth Planning
California
$396K +$1.31K +44 +0.3%
ACA
682
AG Campbell Advisory
Maryland
$396K +$392K +13,162 New
FRA
683
Frank Rimerman Advisors
California
$395K – – –
GA
684
Goldstein Advisors
Wisconsin
$392K – – –
OFS
685
Opus Financial Solutions
Illinois
$389K +$385K +12,920 New
FCM
686
Firestone Capital Management
Florida
$387K -$9.75K -327 -2%
PMSA
687
Patrick M. Sweeney & Associates
Illinois
$383K +$21.8K +731 +6%
TFP
688
Tilia Fiduciary Partners
North Carolina
$380K -$13.8K -464 -4%
NW
689
NewEdge Wealth
Pennsylvania
$379K -$46.1K -1,545 -11%
SAW
690
Signal Advisors Wealth
Michigan
$376K -$54.3K -1,823 -13%
MCM
691
Mitchell Capital Management
Kansas
$374K -$13.1K -440 -3%
CFO
692
Cambient Family Office
Michigan
$373K +$370K +12,414 New
SC
693
Scotia Capital
Ontario, Canada
$372K -$3.43K -115 -0.9%
PCM
694
Parsons Capital Management
Rhode Island
$372K -$89.2K -2,992 -19%
SAM
695
SVRN Asset Management
Texas
$369K +$366K +12,279 New
EA
696
Enclave Advisors
Texas
$366K -$45.5K -1,525 -11%
HIM
697
Harbour Investment Management
Washington
$366K – – –
FNBOO
698
First National Bank of Omaha
Nebraska
$365K +$358K +12,000 New
TAP
699
TSG Advice Partners
Ohio
$364K +$361K +12,110 New
FWM
700
Fingerlakes Wealth Management
New York
$361K +$5.78K +194 +2%
26 27
28
29 30