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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1051
TFC Financial Management
Massachusetts
$2.99K +$2.79K +81 New
EWM
1052
EPG Wealth Management
Georgia
$2.99K +$2.79K +81 New
TBFA
1053
Three Bearings Fiduciary Advisors
New Hampshire
$2.8K – – –
GI
1054
GAMMA Investing
California
$2.69K – – –
EWM
1055
Evolution Wealth Management
Florida
$2.65K – – –
GK
1056
Graney & King
New York
$2.43K – – –
WP
1057
WealthShield Partners
North Carolina
$2.4K -$3.44M -99,984 -100%
CPBTD
1058
Central Pacific Bank - Trust Division
Hawaii
$2.1K – – –
HDIM
1059
Hanson & Doremus Investment Management
Vermont
$2K – – –
WAG
1060
Wilkerson Advisory Group
Missouri
$1.94K – – –
TSMHT
1061
Thurston Springer Miller Herd & Titak
Indiana
$1.7K +$1.58K +46 New
PCFFS
1062
Pacific Center for Financial Services
California
$1.45K +$103 +3 +8%
NA
1063
Networth Advisors
Pennsylvania
$1.33K – – –
TAM
1064
Tucker Asset Management
Colorado
$1.33K – – –
RF
1065
Rossby Financial
Florida
$1.29K -$25.5K -742 -95%
TPW
1066
Talon Private Wealth
Florida
$1.25K -$34 -1 -3%
TC
1067
Trust Company
Kansas
$811 +$207 +6 +38%
NL
1068
NorthAvenue LLC
Ohio
$590 +$551 +16 New
BA
1069
Blueline Advisors
New Hampshire
$566 – – –
AA
1070
Addison Advisors
Vermont
$554 -$30.4K -882 -98%
QC
1071
Quent Capital
New York
$553 – – –
TFA
1072
Toth Financial Advisory
Virginia
$222 +$207 +6 New
AWM
1073
Abound Wealth Management
Tennessee
$216 – – –
HR
1074
Howe & Rusling
New York
$185 – – –
KG
1075
Kilter Group
New York
$31 +$34 +1 New
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43
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