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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
151
Aspiriant LLC
California
$3.01M -$738K -41,313 -20%
CCM
152
Condor Capital Management
New Jersey
$2.98M -$8.79K -492 -0.3%
BAMG
153
Brand Asset Management Group
Missouri
$2.98M +$206K +11,514 +8%
BC
154
Brio Consultants
California
$2.97M +$1.49M +83,529 +108%
AFG
155
Albion Financial Group
Utah
$2.97M +$6.33K +354 +0.2%
FHB
156
First Hawaiian Bank
Hawaii
$2.87M – – –
HB
157
Homrich & Berg
Georgia
$2.84M +$420K +23,526 +18%
CA
158
Capital Advantage
California
$2.82M +$106K +5,949 +4%
BBPWM
159
Blue Bell Private Wealth Management
Pennsylvania
$2.81M +$50K +2,799 +2%
EFS
160
Econ Financial Services
Pennsylvania
$2.78M -$649K -36,318 -19%
PFT
161
Providence First Trust
Arizona
$2.76M -$42.9K -2,403 -2%
PCMC
162
Private Capital Management (Colorado)
Colorado
$2.74M -$31K -1,737 -1%
PWA
163
Providence Wealth Advisors
Illinois
$2.73M +$149K +8,328 +6%
WSTAM
164
Wilbanks Smith & Thomas Asset Management
Virginia
$2.73M +$48.8K +2,733 +2%
FANJ
165
Financial Architects (New Jersey)
New Jersey
$2.72M +$447K +25,014 +20%
SIA
166
Starfire Investment Advisers
Michigan
$2.69M +$24.5K +1,371 +1%
LYV
167
Live Your Vision
Pennsylvania
$2.68M +$163K +9,123 +7%
MWA
168
MFA Wealth Advisors
Pennsylvania
$2.61M +$2.52M +141,087 New
EFSCE
169
Enterprise Financial Services Corp (EFSC)
Missouri
$2.59M +$2.51M +140,400 New
SCP
170
Shorepoint Capital Partners
Massachusetts
$2.58M +$2.5M +139,791 New
JWA
171
JFS Wealth Advisors
Pennsylvania
$2.56M +$32.2K +1,800 +1%
AFS
172
Access Financial Services
Minnesota
$2.54M -$461K -25,794 -16%
FC
173
Forte Capital
New York
$2.5M +$80K +4,479 +3%
RWA
174
River Wealth Advisors
Pennsylvania
$2.46M -$70.2K -3,927 -3%
SWM
175
Stockman Wealth Management
Montana
$2.46M -$66.4K -3,717 -3%
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