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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
701
AWM Capital
Arizona
$256K – – –
FIA
702
Foundations Investment Advisors
Arizona
$253K -$73.1K -2,748 -23%
FNBOMD
703
First National Bank of Mount Dora
Florida
$249K – – –
MCCP
704
Mission Creek Capital Partners
California
$249K – – –
UW
705
Unique Wealth
Florida
$246K -$49.4K -1,857 -17%
AFA
706
Arlington Financial Advisors
California
$246K -$13.6K -513 -5%
FF
707
Farnam Financial
Arizona
$245K +$236K +8,856 New
HCMT
708
Highland Capital Management (Tennessee)
Tennessee
$244K – – –
G
709
Gainplan
Michigan
$242K – – –
ZIM
710
Zacks Investment Management
Illinois
$241K -$6.94K -261 -3%
GWM
711
Global Wealth Management
New Jersey
$241K +$231K +8,694 New
GWM
712
Gray Wealth Management
Maine
$240K – – –
AFTS
713
American Financial & Tax Strategies
New York
$237K -$1.68K -63 -0.7%
LCM
714
Liberty Capital Management
Michigan
$233K – – –
PAM
715
Peak Asset Management
Colorado
$232K -$20.7K -780 -9%
WCFA
716
Walkner Condon Financial Advisors
Wisconsin
$228K – – –
KFA
717
Kelleher Financial Advisors
New York
$226K – – –
HGWM
718
Horst & Graben Wealth Management
Oregon
$226K -$80 -3 -0%
SCA
719
Snowden Capital Advisors
New York
$225K -$61.7K -2,322 -22%
NCM
720
Next Capital Management
New York
$224K +$160 +6 +0.1%
BMD
721
Better Money Decisions
New Mexico
$224K +$1.2K +45 +0.6%
FA
722
FSA Advisors
Michigan
$222K -$2.95K -111 -1%
RFC
723
Regions Financial Corp
Alabama
$221K -$33.6K -1,263 -14%
VBFP
724
Valtinson Bruner Financial Planning
Minnesota
$221K – – –
HCM
725
Hengehold Capital Management
Ohio
$220K -$24.6K -924 -10%
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