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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAP
901
Arax Advisory Partners
Colorado
$9.32K – – –
SL
902
Salomon & Ludwin
Virginia
$8.56K – – –
RA
903
Rise Advisors
New York
$8.43K +$28 +1 +0.3%
AWM
904
Atticus Wealth Management
Florida
$8.15K – – –
RCM
905
Raleigh Capital Management
North Carolina
$7.07K – – –
CT
906
Colonial Trust
South Carolina
$7.07K +$7.27K +255 New
HBW
907
Hazlett, Burt & Watson
West Virginia
$7K – – –
CFB
908
Cullen/Frost Bankers
Texas
$6.64K +$1.28K +45 +23%
SAM
909
Synergy Asset Management
Washington
$6.3K +$2.17K +76 New
FHA
910
First Horizon Advisors
Tennessee
$6.15K – – –
PIP
911
Peachtree Investment Partners
Florida
$6.02K +$28 +1 +0.5%
APW
912
Atlantic Private Wealth
North Carolina
$5.98K +$85 +3 +1%
BAM
913
Bellevue Asset Management
Washington
$5.65K – – –
HWA
914
Heritage Wealth Advisors
Virginia
$5.43K +$28 +1 +0.5%
ACM
915
Anfield Capital Management
California
$4.82K – – –
CPG
916
Cornerstone Planning Group
New Jersey
$4.63K -$9.03K -317 -66%
GWSG
917
GPS Wealth Strategies Group
Colorado
$4.26K +$28 +1 +0.7%
WW
918
Winnow Wealth
Texas
$3.91K +$4.05K +142 New
OPTFSNA
919
Old Point Trust & Financial Services N A
Virginia
$3.49K +$3.59K +126 New
CJ
920
Caitlin John
Michigan
$3.16K -$6.5K -228 -67%
BL
921
Balentine LLC
Georgia
$3.16K – – –
PPA
922
Painted Porch Advisors
California
$2.41K – – –
MSWA
923
Marshall & Sterling Wealth Advisors
New York
$2.25K +$2.34K +82 New
EWM
924
EPG Wealth Management
Georgia
$2.25K – – –
GI
925
GS Investments
Minnesota
$1.93K -$3.99K -140 -67%
35 36
37
38 39