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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
701
Patrick M. Sweeney & Associates
Illinois
$301K +$5.13K +180 +2%
AC
702
Attessa Capital
Arizona
$299K +$307K +10,786 New
CF
703
Centaurus Financial
California
$298K -$114 -4 -0%
SIS
704
Strategic Investment Solutions
Illinois
$298K -$2.71K -95 -0.9%
HIP
705
HUB Investment Partners
Texas
$297K +$23K +808 +8%
TWM
706
Thrive Wealth Management
Pennsylvania
$297K +$40.3K +1,416 +15%
HL
707
HeadInvest LLC
Maine
$292K -$57 -2 -0%
XPN
708
XY Planning Network
Montana
$291K +$300K +10,513 New
KJWM
709
Kiley Juergens Wealth Management
Washington
$288K +$296K +10,383 New
OIA
710
Optimum Investment Advisors
Illinois
$287K +$2.65K +93 +0.9%
OPA
711
Old Port Advisors
Maine
$285K -$111K -3,908 -28%
BCI
712
Brinker Capital Investments
Pennsylvania
$283K -$87.1K -3,056 -23%
OPS
713
Orion Portfolio Solutions
Nebraska
$283K -$87.1K -3,056 -23%
AP
714
Appleton Partners
Massachusetts
$279K -$28 -1 -0%
AO
715
Advisor OS
Illinois
$277K +$285K +10,009 New
EAM
716
Everstar Asset Management
North Carolina
$276K +$12.7K +447 +5%
MPW
717
Magnolia Private Wealth
Pennsylvania
$275K +$283K +9,930 New
ACA
718
Ascension Capital Advisors
Texas
$272K -$3.42K -120 -1%
EL
719
EWA LLC
Pennsylvania
$272K -$604K -21,182 -68%
ONB
720
Old National Bancorp
Indiana
$269K +$5.13K +180 +2%
OCM
721
Osterweis Capital Management
California
$268K – – –
FWA
722
FSM Wealth Advisors
Ohio
$267K – – –
CT
723
Caldwell Trust
Florida
$267K – – –
AR
724
Apeiron RIA
Texas
$267K – – –
AA
725
Ancora Advisors
Ohio
$266K – – –
27 28
29
30 31