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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
776
J.W. Cole Advisors
Florida
$265K +$20.3K +682 +1%
FA
777
FSA Advisors
Michigan
$265K -$14K -471 -5%
SAM
778
Sherman Asset Management
California
$264K – – –
MOS
779
MGO One Seven
Ohio
$261K +$447 +15 +0.2%
CCWP
780
Cedar Cove Wealth Partners
Minnesota
$259K +$257K +8,623 New
MWP
781
Meriwether Wealth & Planning
Louisiana
$258K +$10.6K +355 +4%
CFG
782
Clayton Financial Group
Missouri
$256K +$626 +21 +0.2%
IAA
783
Independent Advisor Alliance
North Carolina
$255K +$2.95K +99 +1%
DAM
784
Directional Asset Management
Illinois
$253K +$251K +8,419 New
BC
785
Barnett & Company
Tennessee
$252K +$27.6K +927 +12%
MCCP
786
Mission Creek Capital Partners
California
$251K – – –
PFA
787
Providence Financial Advisors
Kansas
$250K – – –
BWM
788
Bullock Wealth Management
Indiana
$250K +$1.25K +42 +0.5%
HIA
789
Harbor Investment Advisory
Maryland
$250K – – –
PWA
790
Portus Wealth Advisors
North Carolina
$247K -$238 -8 -0.1%
TIP
791
Tandem Investment Partners
New Jersey
$247K -$117K -3,934 -32%
KFA
792
Kelleher Financial Advisors
New York
$246K – – –
SWA
793
Sax Wealth Advisors
New Jersey
$242K – – –
MNA
794
Manning & Napier Advisors
New York
$242K +$62.6K +2,100 +36%
ZIM
795
Zacks Investment Management
Illinois
$242K -$39.8K -1,335 -14%
AFTS
796
American Financial & Tax Strategies
New York
$242K – – –
AW
797
Avion Wealth
Texas
$241K +$60 +2 +0%
PAMG
798
Patton Albertson Miller Group
Tennessee
$239K – – –
RF
799
Robbins Farley
New Hampshire
$239K +$19.7K +660 +9%
MIP
800
Marietta Investment Partners
Wisconsin
$238K +$13.7K +458 +6%
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