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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
701
Thrive Wealth Management
Pennsylvania
$216K +$197K +8,613 New
RWM
702
Revisor Wealth Management
Ohio
$215K +$197K +8,583 New
HIC
703
Hartline Investment Corp
Illinois
$214K -$41.3K -1,803 -17%
TC
704
TownSquare Capital
Utah
$214K +$195K +8,505 New
BA
705
Ballast Advisors
Minnesota
$213K -$69.1K -3,015 -26%
FMWA
706
Forvis Mazars Wealth Advisors
Missouri
$211K +$193K +8,421 New
LCM
707
Liberty Capital Management
Michigan
$211K +$192K +8,400 New
WCFA
708
Walkner Condon Financial Advisors
Wisconsin
$209K +$191K +8,322 New
AFA
709
American Financial Advisors
Georgia
$208K +$190K +8,271 New
TBWA
710
Three Bridge Wealth Advisors
California
$207K -$37.5K -1,635 -17%
FCBT
711
First Citizens Bank & Trust
North Carolina
$207K +$189K +8,232 New
KFA
712
Kelleher Financial Advisors
New York
$205K +$187K +8,175 New
WC
713
Waterloo Capital
Texas
$204K -$182K -7,953 -49%
NCM
714
Next Capital Management
New York
$203K +$185K +8,082 New
SI
715
Shaker Investments
Ohio
$202K +$184K +8,049 New
BFG
716
Beacon Financial Group
Texas
$202K +$184K +8,034 New
ACA
717
Aptus Capital Advisors
Alabama
$201K +$78.3K +3,417 +74%
FMN
718
Financial Management Network
California
$201K +$188K +8,202 New
VBFP
719
Valtinson Bruner Financial Planning
Minnesota
$200K +$183K +7,971 New
FM
720
Family Management
New York
$198K – – –
RIM
721
Rockbridge Investment Management
New York
$190K +$173K +7,566 New
TRCT
722
Tower Research Capital (TRC)
New York
$189K +$172K +7,524 New
SWA
723
SOA Wealth Advisors
New York
$184K – – –
DF
724
DecisionPoint Financial
Arizona
$183K +$167K +7,305 New
FFA
725
Farther Finance Advisors
California
$178K +$52K +2,268 +47%
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