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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
VFG
726
Victory Financial Group
Texas
$212K +$199K +7,821 New
IF
727
Intrua Financial
Texas
$211K -$50.5K -1,980 -20%
RF
728
Robbins Farley
New Hampshire
$210K +$73.7K +2,889 +60%
SI
729
Shaker Investments
Ohio
$209K -$9.18K -360 -4%
LC
730
LCNB Corp
Ohio
$208K +$196K +7,680 New
VF
731
Vawter Financial
Ohio
$207K +$195K +7,629 New
RIM
732
Rockbridge Investment Management
New York
$205K – – –
CIC
733
Carnegie Investment Counsel
Ohio
$205K -$236K -9,243 -55%
RW
734
REDW Wealth
New Mexico
$203K +$191K +7,485 New
BAAM
735
Baker Avenue Asset Management
California
$203K +$191K +7,470 New
SC
736
Slow Capital
California
$203K +$190K +7,461 New
SEM
737
Strategic Equity Management
Arizona
$200K +$188K +7,380 New
AW
738
Avion Wealth
Texas
$192K +$77 +3 +0%
DF
739
DecisionPoint Financial
Arizona
$189K +$612 +24 +0.3%
CPG
740
Custom Portfolio Group
Colorado
$181K – – –
MA
741
Montag & Associates
Georgia
$180K – – –
SWA
742
SOA Wealth Advisors
New York
$160K -$36.6K -1,434 -20%
PK
743
Pflug Koory
Nebraska
$155K +$77 +3 +0.1%
GWANC
744
Guardian Wealth Advisors (North Carolina)
North Carolina
$152K -$15.5K -606 -10%
FG
745
Fairman Group
Pennsylvania
$150K +$23.8K +933 +20%
DSC
746
Duncker Streett & Co
Missouri
$147K – – –
RDFA
747
Ritter Daniher Financial Advisory
Ohio
$141K -$1.38K -54 -1%
NG
748
NWK Group
California
$140K -$1.53K -60 -1%
BONH
749
Bank of New Hampshire
New Hampshire
$139K – – –
DCM
750
Davis Capital Management
Florida
$133K -$1.76K -69 -1%
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30
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