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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
776
FSA Advisors
Michigan
$265K -$14K -471 -5%
SAM
777
Sherman Asset Management
California
$264K – – –
MOS
778
MGO One Seven
Ohio
$261K +$447 +15 +0.2%
CCWP
779
Cedar Cove Wealth Partners
Minnesota
$259K +$257K +8,623 New
MWP
780
Meriwether Wealth & Planning
Louisiana
$258K +$10.6K +355 +4%
CFG
781
Clayton Financial Group
Missouri
$256K +$626 +21 +0.2%
IAA
782
Independent Advisor Alliance
North Carolina
$255K +$2.95K +99 +1%
DAM
783
Directional Asset Management
Illinois
$253K +$251K +8,419 New
BC
784
Barnett & Company
Tennessee
$252K +$27.6K +927 +12%
MCCP
785
Mission Creek Capital Partners
California
$251K – – –
PFA
786
Providence Financial Advisors
Kansas
$250K – – –
HIA
787
Harbor Investment Advisory
Maryland
$250K – – –
PWA
788
Portus Wealth Advisors
North Carolina
$247K -$238 -8 -0.1%
TIP
789
Tandem Investment Partners
New Jersey
$247K -$117K -3,934 -32%
KFA
790
Kelleher Financial Advisors
New York
$246K – – –
SWA
791
Sax Wealth Advisors
New Jersey
$242K – – –
MNA
792
Manning & Napier Advisors
New York
$242K +$62.6K +2,100 +36%
ZIM
793
Zacks Investment Management
Illinois
$242K -$39.8K -1,335 -14%
AFTS
794
American Financial & Tax Strategies
New York
$242K – – –
AW
795
Avion Wealth
Texas
$241K +$60 +2 +0%
PAMG
796
Patton Albertson Miller Group
Tennessee
$239K – – –
RF
797
Robbins Farley
New Hampshire
$239K +$19.7K +660 +9%
MIP
798
Marietta Investment Partners
Wisconsin
$238K +$13.7K +458 +6%
HGWM
799
Horst & Graben Wealth Management
Oregon
$238K -$6.02K -202 -2%
FM
800
Family Management
New York
$237K – – –
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