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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
826
Revisor Wealth Management
Ohio
$219K +$13.9K +438 +7%
TWM
827
Topsail Wealth Management
North Carolina
$219K – – –
LFS
828
Legacy Financial Strategies
Kansas
$217K +$10.2K +321 +5%
HP
829
HT Partners
Connecticut
$217K -$382 -12 -0.2%
HIC
830
Hartline Investment Corp
Illinois
$215K -$64 -2 -0%
RPA
831
Rock Point Advisors
Vermont
$214K -$2.55K -80 -1%
SC
832
SouthState Corp
Florida
$214K +$10.1K +318 +5%
CICC
833
Capital Investment Counsel (Colorado)
Colorado
$213K +$223 +7 +0.1%
WFS
834
WealthGarden F.S.
California
$213K – – –
GCM
835
Glaxis Capital Management
Florida
$213K – – –
OAM
836
Oppenheimer Asset Management
New York
$212K +$892 +28 +0.4%
FWCM
837
Ferguson Wellman Capital Management
Oregon
$212K – – –
PWA
838
Pitcairn Wealth Advisors
Pennsylvania
$211K -$32 -1 -0%
JIC
839
Joel Isaacson & Co
New York
$210K +$223 +7 +0.1%
PA
840
Procyon Advisors
Connecticut
$210K – – –
WW
841
Winnow Wealth
Texas
$208K +$208K +6,518 +3,134%
GCM
842
Gambit Capital Management
Tennessee
$207K -$829K -26,041 -80%
FGA
843
Fortis Group Advisors
New Jersey
$207K +$194K +6,100 New
CTA
844
Chesley Taft & Associates
Illinois
$206K -$1.08K -34 -0.5%
MA
845
Montag & Associates
Georgia
$206K – – –
CNC
846
Canandaigua National Corp
New York
$205K +$211K +6,630 New
CWA
847
CJM Wealth Advisers
Virginia
$205K +$211K +6,618 New
IJWM
848
Inman Jager Wealth Management
Mississippi
$204K +$209K +6,577 New
WCFA
849
Walkner Condon Financial Advisors
Wisconsin
$203K +$209K +6,554 New
TCM
850
TruNorth Capital Management
Michigan
$202K +$207K +6,513 New
32 33
34
35 36