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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
826
Optima Capital
Oregon
$220K – – –
WAS
827
Westco Advisory Services
New York
$220K +$6.72K +211 +3%
RWM
828
Revisor Wealth Management
Ohio
$219K +$13.9K +438 +7%
TWM
829
Topsail Wealth Management
North Carolina
$219K – – –
LFS
830
Legacy Financial Strategies
Kansas
$217K +$10.2K +321 +5%
HP
831
HT Partners
Connecticut
$217K -$382 -12 -0.2%
HIC
832
Hartline Investment Corp
Illinois
$215K -$64 -2 -0%
RPA
833
Rock Point Advisors
Vermont
$214K -$2.55K -80 -1%
SC
834
SouthState Corp
Florida
$214K +$10.1K +318 +5%
CICC
835
Capital Investment Counsel (Colorado)
Colorado
$213K +$223 +7 +0.1%
WFS
836
WealthGarden F.S.
California
$213K – – –
GCM
837
Glaxis Capital Management
Florida
$213K – – –
OAM
838
Oppenheimer Asset Management
New York
$212K +$892 +28 +0.4%
FWCM
839
Ferguson Wellman Capital Management
Oregon
$212K – – –
PWA
840
Pitcairn Wealth Advisors
Pennsylvania
$211K -$32 -1 -0%
JIC
841
Joel Isaacson & Co
New York
$210K +$223 +7 +0.1%
PA
842
Procyon Advisors
Connecticut
$210K – – –
WW
843
Winnow Wealth
Texas
$208K +$208K +6,518 +3,134%
GCM
844
Gambit Capital Management
Tennessee
$207K -$829K -26,041 -80%
FGA
845
Fortis Group Advisors
New Jersey
$207K +$194K +6,100 New
CTA
846
Chesley Taft & Associates
Illinois
$206K -$1.08K -34 -0.5%
MA
847
Montag & Associates
Georgia
$206K – – –
CNC
848
Canandaigua National Corp
New York
$205K +$211K +6,630 New
CWA
849
CJM Wealth Advisers
Virginia
$205K +$211K +6,618 New
IJWM
850
Inman Jager Wealth Management
Mississippi
$204K +$209K +6,577 New
32 33
34
35 36