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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
776
Independent Financial Group
California
$269K -$8.69K -273 -3%
HL
777
HeadInvest LLC
Maine
$267K -$17.6K -552 -6%
HGWM
778
Horst & Graben Wealth Management
Oregon
$267K – – –
RF
779
Robbins Farley
New Hampshire
$264K +$19.1K +600 +8%
CFG
780
Clayton Financial Group
Missouri
$264K +$637 +20 +0.2%
AT
781
American Trust
Kentucky
$264K +$24.3K +764 +10%
DAM
782
Directional Asset Management
Illinois
$263K +$2.52K +79 +0.9%
TWM
783
Triton Wealth Management
Arizona
$262K -$58.2K -1,829 -18%
HIA
784
Harbor Investment Advisory
Maryland
$257K – – –
KFA
785
Kelleher Financial Advisors
New York
$253K – – –
ZIM
786
Zacks Investment Management
Illinois
$250K +$605 +19 +0.2%
RF
787
Robinswood Financial
Washington
$249K +$52.6K +1,652 +26%
AW
788
Avion Wealth
Texas
$249K – – –
BC
789
Barnett & Company
Tennessee
$248K -$12.1K -379 -5%
SH
790
SLT Holdings
Arizona
$248K -$90.3K -2,835 -26%
BW
791
BIP Wealth
Georgia
$247K -$33.8K -1,061 -12%
MNA
792
Manning & Napier Advisors
New York
$247K – – –
SCA
793
Snowden Capital Advisors
New York
$245K +$541 +17 +0.2%
FM
794
Family Management
New York
$244K – – –
FNT
795
First National Trust
Pennsylvania
$244K – – –
AFTS
796
American Financial & Tax Strategies
New York
$244K -$4.9K -154 -2%
ODIJL
797
One Day In July LLC
Vermont
$244K – – –
MWM
798
MOR Wealth Management
Pennsylvania
$243K +$11.2K +351 +5%
AP
799
Appleton Partners
Massachusetts
$243K – – –
BWP
800
Balboa Wealth Partners
Arizona
$243K +$250K +7,840 New
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