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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
Fisher Asset Management
776
Fisher Asset Management
Washington
– -$253K -9,450 Closed
TWM
777
Thrive Wealth Management
Pennsylvania
– -$250K -9,324 Closed
FWP
778
Falcon Wealth Planning
California
– -$243K -9,060 Closed
WMR
779
Wealth Management Resources
Rhode Island
– -$234K -8,727 Closed
MCP
780
Mirador Capital Partners
California
– -$234K -8,712 Closed
COF
781
Capital One Financial
Virginia
– -$226K -8,436 Closed
VBFP
782
Valtinson Bruner Financial Planning
Minnesota
– -$214K -7,971 Closed
LA
783
Lifeworks Advisors
Michigan
– -$208K -7,773 Closed
CPW
784
Catalyst Private Wealth
California
– -$205K -7,665 Closed
AC
785
AWM Capital
Arizona
– -$205K -7,632 Closed
TIM
786
Total Investment Management
Arizona
– -$204K -7,602 Closed
BL
787
Balentine LLC
Georgia
– -$203K -7,581 Closed
PCM
788
Palouse Capital Management
Washington
– -$203K -7,560 Closed
GHA
789
GW Henssler & Associates
Georgia
– -$202K -7,554 Closed
IWN
790
Independent Wealth Network
Iowa
– -$201K -7,488 Closed
CCA
791
Checchi Capital Advisers
California
– -$200K -7,476 Closed
CA
792
CoreCap Advisors
Michigan
– -$45K -1,686 Closed
KIG
793
Kessler Investment Group
Indiana
– -$30K -1,128 Closed
TC
794
Truvestments Capital
Florida
– -$30K -1,122 Closed
SFPG
795
Stonebridge Financial Planning Group
Florida
– -$25K -1,017 Closed
LFG
796
Leverty Financial Group
Wisconsin
– -$24K -909 Closed
SMA
797
Sage Mountain Advisors
Georgia
– -$16K -585 Closed
RI
798
Rinkey Investments
California
– -$12K -462 Closed
CFCI
799
Comprehensive Financial Consultants Institutional
Indiana
– -$8K -339 Closed
FFG
800
Ford Financial Group
California
– -$8K -300 Closed
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