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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
851
North Star Investment Management
Illinois
$43.8K +$199 +7 +0.4%
OHWP
852
Oak Harbor Wealth Partners
North Carolina
$43.2K -$2.99K -105 -6%
VHAM
853
Van Hulzen Asset Management
California
$41.9K +$43.1K +1,512 New
MPWT
854
MassMutual Private Wealth & Trust
Connecticut
$40.9K – – –
GWS
855
Glassman Wealth Services
Virginia
$38.7K – – –
UB
856
UMB Bank
Missouri
$36.7K – – –
CAS
857
Coppell Advisory Solutions
Texas
$36.2K -$2.62K -92 -7%
GWMI
858
Guardian Wealth Management (Illinois)
Illinois
$35.5K +$28 +1 +0.1%
GP
859
Greenline Partners
New York
$34.5K +$35.5K +1,246 New
AIC
860
Archer Investment Corporation
Indiana
$34.4K +$57 +2 +0.2%
CI
861
Cordant Inc
Oregon
$30.2K – – –
NWMP
862
Noble Wealth Management PBC
Colorado
$29.8K +$30.7K +1,077 New
BCM
863
Blume Capital Management
California
$29.1K – – –
RA
864
Ransom Advisory
Rhode Island
$29.1K – – –
EWA
865
EverSource Wealth Advisors
Alabama
$28.5K – – –
TC
866
Truvestments Capital
Florida
$27.3K – – –
GWM
867
Geneos Wealth Management
Colorado
$26.6K – – –
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$26.4K – – –
CP
869
Castleview Partners
Texas
$26.3K -$1.68K -59 -6%
OC
870
Oarsman Capital
Wisconsin
$25.9K – – –
RIL
871
Rothschild Investment LLC
Illinois
$21.5K +$28 +1 +0.1%
WT
872
Washington Trust
Rhode Island
$20.8K – – –
TAM
873
Tucker Asset Management
Colorado
$20.6K – – –
CT
874
Clearstead Trust
Maine
$20K – – –
MFA
875
McClarren Financial Advisors
Pennsylvania
$20K +$21.3K +748 New
33 34
35
36 37