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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
976
Manchester Capital Management
Vermont
$51.3K – – –
CMP
977
Coston McIsaac & Partners
Maine
$51K – – –
ATPW
978
Ashton Thomas Private Wealth
Arizona
$50.8K – – –
RF
979
Roxbury Financial
New Jersey
$49.8K – – –
TCM
980
Tradewinds Capital Management
Washington
$49.6K +$1.48K +43 +3%
CCMI
981
Creative Capital Management Investments
California
$49.3K – – –
GWS
982
Glassman Wealth Services
Virginia
$48K -$138 -4 -0.3%
CT
983
Colonial Trust
South Carolina
$43.7K +$30.9K +899 +315%
AI
984
Atomic Invest
New York
$43.1K – – –
ZBNA
985
Zions Bancorporation, National Association
Utah
$41.9K +$39.1K +1,136 New
GWM
986
Geneos Wealth Management
Colorado
$41.5K -$7.64K -222 -16%
CI
987
Cordant Inc
Oregon
$40.2K – – –
PCA
988
Providence Capital Advisors
North Carolina
$39.6K – – –
BCM
989
Blume Capital Management
California
$38.7K – – –
BW
990
Basepoint Wealth
Iowa
$35.1K – – –
TCOV
991
Trust Company of Vermont
Vermont
$34.9K +$32.6K +947 New
AWM
992
Angeles Wealth Management
California
$34.4K +$12.9K +375 +67%
AP
993
Atwood & Palmer
Missouri
$33.1K +$69 +2 +0.2%
BTI
994
Blue Trust Inc
Georgia
$33K -$93.9K -2,727 -75%
TWIM
995
TIAA Wealth Investment Management
New York
$30.2K +$20.8K +603 +268%
CFM
996
Compass Financial Management
Florida
$29.9K +$27.9K +810 New
RIL
997
Rothschild Investment LLC
Illinois
$29.2K +$69 +2 +0.3%
CFP
998
Comprehensive Financial Planning
Pennsylvania
$28.7K – – –
MCA
999
McGuire Capital Advisors
Oklahoma
$28.3K +$22K +640 +504%
AWA
1000
Acumen Wealth Advisors
Tennessee
$28.3K -$52.7K -1,532 -67%
38 39
40
41 42