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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
776
Worth Asset Management
Texas
$328 -$200K -9,108 -100%
PWM
777
Provident Wealth Management
Tennessee
$66 – – –
SW
778
Simplicity Wealth
New Jersey
– -$2.92M -144,774 Closed
SA
779
Shilanski & Associates
Alaska
– -$1.13M -55,746 Closed
MA
780
MUFG Americas
New York
– -$643K -31,857 Closed
SFO
781
Stokes Family Office
Louisiana
– -$489K -24,237 Closed
BC
782
Bowman & Company
Wisconsin
– -$369K -18,282 Closed
NS
783
Newman & Schimel
Illinois
– -$331K -16,389 Closed
PFO
784
Pathstone Family Office
New Jersey
– -$312K -15,450 Closed
AIM
785
AHL Investment Management
Florida
– -$304K -15,048 Closed
FCC
786
Flower City Capital
New York
– -$297K -14,736 Closed
IFG
787
Independent Financial Group
California
– -$230K -11,409 Closed
EWM
788
Echo Wealth Management
Minnesota
– -$236K -10,929 Closed
TF
789
TIAA FSB
Florida
– -$215K -10,665 Closed
YIH
790
Y-Intercept (HK)
Hong Kong
– -$200K -9,927 Closed
BWFA
791
Baltimore-Washington Financial Advisors
Maryland
– -$1.63M -8,892 Closed
HI
792
Hudock Inc
Pennsylvania
– -$84K -4,164 Closed
CL
793
COWA LLC
Oklahoma
– -$80K -3,981 Closed
PCA
794
Providence Capital Advisors
North Carolina
– -$33K -1,638 Closed
MSFP
795
Mark Sheptoff Financial Planning
Connecticut
– -$28K -1,377 Closed
LDFR
796
Lehman & Derafelo Financial Resources
Pennsylvania
– -$15K -744 Closed
TCOV
797
Trust Company of Vermont
Vermont
– -$14K -684 Closed
PFA
798
Professional Financial Advisors
Nebraska
– -$14K -669 Closed
CG
799
Cutler Group
California
– -$5K -297 Closed
M1FG
800
Mach-1 Financial Group
Arkansas
– -$5K -255 Closed
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