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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCFA
876
Walkner Condon Financial Advisors
Wisconsin
$231K -$10.3K -300 -5%
CCWP
877
Cedar Cove Wealth Partners
Minnesota
$230K +$215K +6,251 New
PK
878
Pflug Koory
Nebraska
$230K +$551 +16 +0.3%
CA
879
Calton & Associates
Florida
$229K +$214K +6,219 New
MPPHD
880
Maloon Powers Pitre Higgins & Dennehy
California
$228K +$213K +6,195 New
BA
881
Ballast Advisors
Minnesota
$226K – – –
RRA
882
Round Rock Advisors
Connecticut
$224K +$209K +6,062 New
AFA
883
Arlington Financial Advisors
California
$224K +$209K +6,062 New
MWM
884
Madrid Wealth Management
New Mexico
$222K +$208K +6,031 New
GAM
885
Gotham Asset Management
New York
$221K +$206K +5,989 New
TI
886
tru Independence
Oregon
$220K +$206K +5,971 New
HCM
887
Hengehold Capital Management
Ohio
$220K +$205K +5,969 New
KCM
888
Kathmere Capital Management
Pennsylvania
$219K +$204K +5,934 New
AFP
889
Arnold Financial Planning
Iowa
$217K +$203K +5,895 New
FMWA
890
Forvis Mazars Wealth Advisors
Missouri
$216K +$202K +5,863 New
TP
891
Thayer Partners
Pennsylvania
$215K +$201K +5,827 New
ESB
892
Essex Savings Bank
Connecticut
$214K +$200K +5,819 New
TWP
893
Triad Wealth Partners
Kansas
$213K +$208K +6,042 New
SFA
894
Souders Financial Advisors
Ohio
$212K +$198K +5,758 New
CWMG
895
Compass Wealth Management (Georgia)
Georgia
$212K +$198K +5,755 New
SSW
896
Stone Summit Wealth
Florida
$212K +$198K +5,749 New
BRWM
897
Blue Rock Wealth Management
North Carolina
$210K +$196K +5,705 New
FGA
898
Fortis Group Advisors
New Jersey
$209K -$14.7K -427 -7%
CAL
899
Capital Analysts LLC
Pennsylvania
$208K – – –
PFC
900
Phocas Financial Corp
California
$208K +$194K +5,637 New
34 35
36
37 38