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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
126
Choreo LLC
Illinois
$7.01M +$7.14M +310,095 New
PA
127
Procyon Advisors
Connecticut
$6.96M +$179K +7,779 +3%
CMP
128
Courage Miller Partners
Virginia
$6.95M -$27.4K -1,188 -0.4%
NYLIM
129
New York Life Investment Management
New York
$6.91M -$2.21M -95,817 -24%
MWP
130
Meridian Wealth Partners
Pennsylvania
$6.88M -$80.4K -3,492 -1%
RRC
131
Relaxing Retirement Coach
Massachusetts
$6.86M -$57.8K -2,511 -0.8%
NCMW
132
Northern Capital Management (Washington)
Washington
$6.8M +$44.1K +1,917 +0.6%
VFIC
133
Valley Forge Investment Consultants
Pennsylvania
$6.73M -$25.7K -1,116 -0.4%
GG
134
Gleason Group
Kentucky
$6.66M -$1.72M -74,700 -20%
AWM
135
Avior Wealth Management
Nebraska
$6.64M +$226K +9,825 +3%
EE
136
EWG Elevate
California
$6.6M -$734K -31,881 -10%
SFWC
137
Strategic Family Wealth Counselors
New Jersey
$6.5M -$50.1K -2,175 -0.8%
GCA
138
Gradient Capital Advisors
California
$6.4M +$54.4K +2,364 +0.8%
AWM
139
Apollon Wealth Management
South Carolina
$6.38M +$3.66M +159,051 +129%
FCM
140
Fortis Capital Management
Washington
$6.37M +$1.2M +52,014 +23%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$6.34M -$178K -7,710 -3%
BSW
142
Buckingham Strategic Wealth
Missouri
$6.28M – – –
CWM
143
Congress Wealth Management
Massachusetts
$6.2M +$149K +6,453 +2%
ECM
144
Exchange Capital Management
Michigan
$6.16M -$124K -5,385 -2%
DFA
145
DHJJ Financial Advisors
Illinois
$6.13M +$209K +9,090 +3%
RDIA
146
RE Dickinson Investment Advisors
Iowa
$6.12M -$2.89M -125,346 -32%
BDF
147
Black Diamond Financial
Maryland
$6.04M +$45.9K +1,995 +0.8%
HFS
148
Horizon Financial Services
North Carolina
$6.03M -$1.58M -68,676 -20%
JWBC
149
John W. Brooker & Co
California
$5.96M -$415 -18 -0%
CF
150
Cantor Fitzgerald
New York
$5.93M +$200K +8,682 +3%
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