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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
876
WealthGarden F.S.
California
$235K -$16.8K -487 -7%
PWM
877
Purus Wealth Management
California
$235K +$220K +6,379 New
NFG
878
Nations Financial Group
Iowa
$232K +$217K +6,293 New
WCFA
879
Walkner Condon Financial Advisors
Wisconsin
$231K -$10.3K -300 -5%
CCWP
880
Cedar Cove Wealth Partners
Minnesota
$230K +$215K +6,251 New
PK
881
Pflug Koory
Nebraska
$230K +$551 +16 +0.3%
CA
882
Calton & Associates
Florida
$229K +$214K +6,219 New
MPPHD
883
Maloon Powers Pitre Higgins & Dennehy
California
$228K +$213K +6,195 New
BA
884
Ballast Advisors
Minnesota
$226K – – –
RRA
885
Round Rock Advisors
Connecticut
$224K +$209K +6,062 New
AFA
886
Arlington Financial Advisors
California
$224K +$209K +6,062 New
MWM
887
Madrid Wealth Management
New Mexico
$222K +$208K +6,031 New
GAM
888
Gotham Asset Management
New York
$221K +$206K +5,989 New
TI
889
tru Independence
Oregon
$220K +$206K +5,971 New
HCM
890
Hengehold Capital Management
Ohio
$220K +$205K +5,969 New
KCM
891
Kathmere Capital Management
Pennsylvania
$219K +$204K +5,934 New
AFP
892
Arnold Financial Planning
Iowa
$217K +$203K +5,895 New
FMWA
893
Forvis Mazars Wealth Advisors
Missouri
$216K +$202K +5,863 New
TP
894
Thayer Partners
Pennsylvania
$215K +$201K +5,827 New
ESB
895
Essex Savings Bank
Connecticut
$214K +$200K +5,819 New
TWP
896
Triad Wealth Partners
Kansas
$213K +$208K +6,042 New
SFA
897
Souders Financial Advisors
Ohio
$212K +$198K +5,758 New
CWMG
898
Compass Wealth Management (Georgia)
Georgia
$212K +$198K +5,755 New
SSW
899
Stone Summit Wealth
Florida
$212K +$198K +5,749 New
BRWM
900
Blue Rock Wealth Management
North Carolina
$210K +$196K +5,705 New
34 35
36
37 38