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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
751
Benjamin Edwards Inc
Missouri
$87K +$9.48K +414 +14%
IRC
752
Investors Research Corp
Georgia
$83.5K – – –
BF
753
BOK Financial
Oklahoma
$82.4K +$75.2K +3,282 New
OA
754
Operose Advisors
Wisconsin
$80.6K +$412 +18 +0.6%
OHWP
755
Oak Harbor Wealth Partners
North Carolina
$78K +$33.1K +1,443 +87%
GBT
756
Grove Bank & Trust
Florida
$76.1K – – –
CMP
757
Coston McIsaac & Partners
Maine
$76K – – –
MBFW
758
Morton Brown Family Wealth
Pennsylvania
$72.3K +$66K +2,880 New
ADL
759
Asset Dedication LLC
California
$72K +$3.02K +132 +5%
IPW
760
Impact Partnership Wealth
Georgia
$69.9K -$5.71K -249 -8%
RG
761
Retirement Group
California
$69.1K +$206 +9 +0.3%
AA
762
Addison Advisors
Vermont
$67.3K – – –
MIM
763
Macroview Investment Management
Maryland
$66K +$2.27K +99 +4%
CP
764
Castleview Partners
Texas
$63.7K +$46.3K +2,019 +389%
SC
765
Stephens Consulting
Michigan
$63.5K +$1.24K +54 +2%
BTI
766
Blue Trust Inc
Georgia
$63K – – –
GWS
767
Glassman Wealth Services
Virginia
$60.5K – – –
M
768
MOTCO
Texas
$60.3K – – –
HC
769
Hoese & Co
Minnesota
$55.7K – – –
AAMA
770
Advanced Asset Management Advisors
Ohio
$55.1K +$275 +12 +0.5%
LWA
771
Lowe Wealth Advisors
Maryland
$53.3K +$48.7K +2,124 New
CIM
772
Contravisory Investment Management
Massachusetts
$50.9K – – –
PCA
773
Providence Capital Advisors
North Carolina
$48.2K -$20.5K -894 -32%
AC
774
AlphaCore Capital
California
$45.9K -$2.2K -96 -5%
PO
775
Private Ocean
California
$45.1K +$3.71K +162 +10%
29 30
31
32 33