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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
951
Belpointe Asset Management
Nevada
– -$465K -5,696 Closed
CWP
952
Clark Wealth Partners
Illinois
– -$141K -5,080 Closed
WWA
953
Wingate Wealth Advisors
Massachusetts
– -$101K -3,632 Closed
EFP
954
EnRich Financial Partners
Wisconsin
– -$76.8K -2,772 Closed
VHAM
955
Van Hulzen Asset Management
California
– -$41.9K -1,512 Closed
MPWT
956
MassMutual Private Wealth & Trust
Connecticut
– -$40.9K -1,476 Closed
CAS
957
Coppell Advisory Solutions
Texas
– -$36.2K -1,309 Closed
RA
958
Ransom Advisory
Rhode Island
– -$29.1K -1,050 Closed
CP
959
Castleview Partners
Texas
– -$26.3K -952 Closed
OC
960
Oarsman Capital
Wisconsin
– -$25.9K -933 Closed
MFA
961
McClarren Financial Advisors
Pennsylvania
– -$20K -748 Closed
MCM
962
Mainstream Capital Management
California
– -$14.6K -528 Closed
FFA
963
Fairfield Financial Advisors
Massachusetts
– -$14K -505 Closed
MG
964
MilWealth Group
Wisconsin
– -$12.6K -453 Closed
DRP
965
Decker Retirement Planning
Utah
– -$11.8K -426 Closed
HR
966
Howe & Rusling
New York
– -$11K -396 Closed
RA
967
Rise Advisors
New York
– -$8.43K -304 Closed
CJ
968
Caitlin John
Michigan
– -$3.16K -114 Closed
EWM
969
EPG Wealth Management
Georgia
– -$2.25K -81 Closed
SAM
970
Synergy Asset Management
Washington
– -$6.3K -76 Closed
GI
971
GS Investments
Minnesota
– -$1.93K -70 Closed
FS
972
Financially Speaking
Colorado
– -$333 -12 Closed
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