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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
776
EnRich Financial Partners
Wisconsin
$73.2K +$68.8K +2,697 New
AA
777
Addison Advisors
Vermont
$72.8K – – –
BIM
778
Breakwater Investment Management
Washington
$69.2K +$65K +2,550 New
CIM
779
Contravisory Investment Management
Massachusetts
$66.6K +$10.9K +426 +21%
GWS
780
Glassman Wealth Services
Virginia
$65.4K – – –
M
781
MOTCO
Texas
$65.1K – – –
HC
782
Hoese & Co
Minnesota
$62.3K – – –
CP
783
Castleview Partners
Texas
$62.2K -$6.28K -246 -10%
SC
784
Stephens Consulting
Michigan
$60.3K -$7.88K -309 -12%
LWA
785
Lowe Wealth Advisors
Maryland
$57.7K – – –
IRC
786
Investors Research Corp
Georgia
$57.2K -$31K -1,215 -37%
IPW
787
Impact Partnership Wealth
Georgia
$54.7K -$19.6K -768 -28%
AFWM
788
Abich Financial Wealth Management
Virginia
$53K +$49.8K +1,953 New
OHWP
789
Oak Harbor Wealth Partners
North Carolina
$48.1K -$34.1K -1,335 -43%
PCM
790
Palouse Capital Management
Washington
$48.1K +$45.2K +1,773 New
GWSA
791
Global Wealth Strategies & Associates
Colorado
$46.7K – – –
JHCP
792
Jackson Hole Capital Partners
Oklahoma
$44.8K – – –
KSWA
793
Kathleen S. Wright Associates
Pennsylvania
$44.8K +$842 +33 +2%
PO
794
Private Ocean
California
$44.4K -$4.13K -162 -9%
MWM
795
Mascoma Wealth Management
New Hampshire
$42.5K – – –
NSIM
796
North Star Investment Management
Illinois
$42.4K +$153 +6 +0.4%
GWM
797
Geneos Wealth Management
Colorado
$42.3K – – –
GWMI
798
Guardian Wealth Management (Illinois)
Illinois
$41.5K +$77 +3 +0.2%
CAL
799
Capital Analysts LLC
Pennsylvania
$40K +$37.4K +1,467 New
PCA
800
Providence Capital Advisors
North Carolina
$34.9K -$16.1K -633 -33%
30 31
32
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