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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
726
AWM Capital
Arizona
$242K – – –
AC
727
Attessa Capital
Arizona
$241K -$43.8K -1,573 -15%
FA
728
FSA Advisors
Michigan
$241K +$256K +9,206 New
SAM
729
Sherman Asset Management
California
$241K -$200K -7,173 -44%
BMO
730
Beck Mack & Oliver
New York
$240K – – –
DCM
731
Donaldson Capital Management
Indiana
$240K -$487K -17,501 -66%
P
732
Pitcairn
Pennsylvania
$238K +$253K +9,071 New
FNBOMD
733
First National Bank of Mount Dora
Florida
$236K – – –
FF
734
Farnam Financial
Arizona
$233K +$641 +23 +0.3%
BWM
735
Bullock Wealth Management
Indiana
$230K +$557 +20 +0.2%
CCA
736
Clarity Capital Advisors
Florida
$228K +$724 +26 +0.3%
MOS
737
MGO One Seven
Ohio
$227K -$1.92K -69 -0.8%
AFTS
738
American Financial & Tax Strategies
New York
$226K – – –
GT
739
Glenmede Trust
Pennsylvania
$226K +$72.7K +2,610 +43%
ZIM
740
Zacks Investment Management
Illinois
$223K -$10.6K -381 -4%
AW
741
Avion Wealth
Texas
$222K – – –
MIP
742
Marietta Investment Partners
Wisconsin
$221K -$74K -2,656 -24%
MCCP
743
Mission Creek Capital Partners
California
$219K -$20.9K -750 -6%
GRR
744
Golden Reserve Retirement
Ohio
$217K +$230K +8,269 New
KFA
745
Kelleher Financial Advisors
New York
$214K – – –
SCA
746
Snowden Capital Advisors
New York
$213K – – –
BMD
747
Better Money Decisions
New Mexico
$213K +$585 +21 +0.3%
WCFA
748
Walkner Condon Financial Advisors
Wisconsin
$213K -$3.7K -133 -2%
HGWM
749
Horst & Graben Wealth Management
Oregon
$213K -$1.03K -37 -0.5%
NCM
750
Next Capital Management
New York
$212K +$84 +3 +0%
28 29
30
31 32