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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
101
HB Wealth Management
Georgia
$7.72M -$55.7K -2,496 -0.6%
SJIM
102
St. Johns Investment Management
Florida
$7.56M +$220K +9,870 +3%
SIG
103
Spinnaker Investment Group
California
$7.49M +$580K +25,989 +8%
PFM
104
Peak Financial Management
Massachusetts
$7.42M -$222K -9,930 -3%
BAM
105
Berkshire Asset Management
Pennsylvania
$7.37M +$376K +16,863 +5%
CCA
106
Clearwater Capital Advisors
Illinois
$7.34M +$384K +17,205 +5%
NSAM
107
North Star Asset Management
Wisconsin
$7.21M -$10.3M -460,086 -56%
ATWA
108
Arbor Trust Wealth Advisors
Michigan
$7.09M +$99.1K +4,440 +1%
TPW
109
Tiller Private Wealth
Pennsylvania
$7.01M +$141K +6,303 +2%
HFS
110
Horizon Financial Services
North Carolina
$6.9M -$629K -28,185 -8%
LCC
111
Lincoln Capital Corp
Rhode Island
$6.87M -$18.6K -834 -0.2%
CAM
112
Cresset Asset Management
Illinois
$6.74M +$1.48M +66,174 +25%
LF
113
Lee Financial
Texas
$6.54M -$297K -13,320 -4%
EVM
114
Eaton Vance Management
Massachusetts
$6.47M -$61.2K -2,745 -0.8%
SWA
115
Sightline Wealth Advisors
Connecticut
$6.4M -$13.2K -591 -0.2%
AIM
116
Anchor Investment Management
South Carolina
$6.39M +$891K +39,948 +14%
RWA
117
Rainsberger Wealth Advisors
Colorado
$6.39M +$32.8K +1,470 +0.5%
BAMG
118
Brand Asset Management Group
Missouri
$6.31M +$1.48M +66,429 +27%
SFWC
119
Strategic Family Wealth Counselors
New Jersey
$6.26M +$95.5K +4,281 +1%
EE
120
EWG Elevate
California
$6.25M -$4.35K -195 -0.1%
MWP
121
Meridian Wealth Partners
Pennsylvania
$6.25M -$129K -5,775 -2%
RRC
122
Relaxing Retirement Coach
Massachusetts
$6.23M -$86.7K -3,888 -1%
CA
123
Capital Advantage
California
$6.22M -$330K -14,793 -5%
NCMW
124
Northern Capital Management (Washington)
Washington
$6.22M -$24K -1,074 -0.3%
MCC
125
Money Concepts Capital
Florida
$6.16M +$72.6K +3,255 +1%
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