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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
IRC
751
Investors Research Corp
Georgia
$83.5K – – –
BF
752
BOK Financial
Oklahoma
$82.4K +$75.2K +3,282 New
OA
753
Operose Advisors
Wisconsin
$80.6K +$412 +18 +0.6%
OHWP
754
Oak Harbor Wealth Partners
North Carolina
$78K +$33.1K +1,443 +87%
GBT
755
Grove Bank & Trust
Florida
$76.1K – – –
CMP
756
Coston McIsaac & Partners
Maine
$76K – – –
MBFW
757
Morton Brown Family Wealth
Pennsylvania
$72.3K +$66K +2,880 New
ADL
758
Asset Dedication LLC
California
$72K +$3.02K +132 +5%
IPW
759
Impact Partnership Wealth
Georgia
$69.9K -$5.71K -249 -8%
RG
760
Retirement Group
California
$69.1K +$206 +9 +0.3%
AA
761
Addison Advisors
Vermont
$67.3K – – –
MIM
762
Macroview Investment Management
Maryland
$66K +$2.27K +99 +4%
CP
763
Castleview Partners
Texas
$63.7K +$46.3K +2,019 +389%
SC
764
Stephens Consulting
Michigan
$63.5K +$1.24K +54 +2%
BTI
765
Blue Trust Inc
Georgia
$63K – – –
GWS
766
Glassman Wealth Services
Virginia
$60.5K – – –
M
767
MOTCO
Texas
$60.3K – – –
HC
768
Hoese & Co
Minnesota
$55.7K – – –
AAMA
769
Advanced Asset Management Advisors
Ohio
$55.1K +$275 +12 +0.5%
LWA
770
Lowe Wealth Advisors
Maryland
$53.3K +$48.7K +2,124 New
CIM
771
Contravisory Investment Management
Massachusetts
$50.9K – – –
PCA
772
Providence Capital Advisors
North Carolina
$48.2K -$20.5K -894 -32%
AC
773
AlphaCore Capital
California
$45.9K -$2.2K -96 -5%
PO
774
Private Ocean
California
$45.1K +$3.71K +162 +10%
GWSA
775
Global Wealth Strategies & Associates
Colorado
$43.2K – – –
29 30
31
32 33