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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
126
Berkshire Asset Management
Pennsylvania
$7.87M +$1.66M +66,204 +27%
CA
127
Capital Advantage
California
$7.87M +$192K +7,659 +3%
SWA
128
Sightline Wealth Advisors
Connecticut
$7.83M -$52.9K -2,112 -0.7%
EE
129
EWG Elevate
California
$7.73M +$651K +25,983 +9%
TPW
130
Tiller Private Wealth
Pennsylvania
$7.67M +$1.15M +45,909 +18%
CMP
131
Courage Miller Partners
Virginia
$7.67M +$64.1K +2,556 +0.9%
AFP
132
Ausdal Financial Partners
Iowa
$7.55M -$174K -6,939 -2%
ECM
133
Exchange Capital Management
Michigan
$7.51M -$90K -3,591 -1%
MCC
134
Money Concepts Capital
Florida
$7.42M +$559K +22,311 +8%
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$7.41M +$115K +4,572 +2%
MCM
136
MAI Capital Management
Ohio
$7.29M -$21.6K -861 -0.3%
DFA
137
DHJJ Financial Advisors
Illinois
$7.25M +$125K +4,968 +2%
KF
138
Krilogy Financial
Missouri
$7.15M -$269K -10,716 -4%
FANJ
139
Financial Architects (New Jersey)
New Jersey
$7.05M -$186K -7,431 -3%
B
140
Bensler
Washington
$6.98M +$6.92M +276,219 New
SL
141
Systelligence LLC
Minnesota
$6.98M -$153K -6,096 -2%
AWM
142
Avior Wealth Management
Nebraska
$6.88M -$12.2K -486 -0.2%
AIM
143
Anchor Investment Management
South Carolina
$6.8M -$91.2K -3,639 -1%
TYCC
144
Texas Yale Capital Corp
Florida
$6.58M +$181K +7,224 +3%
NCM
145
Northwest Capital Management
Oregon
$6.55M -$91.8K -3,663 -1%
CWM
146
Congress Wealth Management
Massachusetts
$6.49M -$1.79M -71,550 -22%
VFIC
147
Valley Forge Investment Consultants
Pennsylvania
$6.49M +$403K +16,089 +7%
LIM
148
Lathrop Investment Management
Arkansas
$6.47M -$1.43M -57,078 -18%
BDF
149
Black Diamond Financial
Maryland
$6.43M -$243K -9,681 -4%
JWBC
150
John W. Brooker & Co
California
$6.43M +$113K +4,521 +2%
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