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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
151
Cahill Financial Advisors
Minnesota
$4.12M +$81.9K +4,230 +2%
AWA
152
Acorn Wealth Advisors
Michigan
$4.02M -$196K -10,125 -5%
SAM
153
Smithbridge Asset Management
Pennsylvania
$4M +$145K +7,470 +4%
APSP
154
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.98M +$175K +9,015 +5%
FWP
155
FAS Wealth Partners
Kansas
$3.97M +$202K +10,416 +6%
IDA
156
Intelligence Driven Advisers
California
$3.96M -$242K -12,507 -6%
PAG
157
Pinnacle Advisory Group
Maryland
$3.91M +$324K +16,758 +9%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$3.9M +$1.08M +55,533 +40%
IAS
159
IMA Advisory Services
Colorado
$3.87M +$78.6K +4,059 +2%
GCA
160
Gradient Capital Advisors
California
$3.86M +$100K +5,172 +3%
SFWC
161
Strategic Family Wealth Counselors
New Jersey
$3.85M +$95.4K +4,926 +3%
CA
162
Capital Advantage
California
$3.69M +$122K +6,306 +4%
KCPG
163
Kavar Capital Partners Group
Kansas
$3.67M +$399K +20,586 +13%
CWA
164
Carolina Wealth Advisors
South Carolina
$3.58M +$3.46M +178,680 New
EW
165
Element Wealth
Mississippi
$3.55M +$3.43M +177,168 New
CFIA
166
Cantor Fitzgerald Investment Advisors
New York
$3.5M -$66.6K -3,438 -2%
JWBC
167
John W. Brooker & Co
California
$3.46M +$3.34M +172,569 New
CONA
168
Capital One National Association
New York
$3.4M +$3.28M +169,623 New
BAM
169
Berkshire Asset Management
Pennsylvania
$3.39M +$23.6K +1,221 +0.7%
SDWMA
170
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.37M +$436K +22,512 +15%
RWA
171
River Wealth Advisors
Pennsylvania
$3.36M +$194K +10,014 +6%
EE
172
EWG Elevate
California
$3.31M +$3.2M +165,348 New
BAMG
173
Brand Asset Management Group
Missouri
$3.25M -$16.9K -873 -0.5%
AG
174
Advisor Group
Arizona
$3.18M -$3.54M -183,087 -54%
BC
175
Burleson & Co
California
$3.15M -$101K -5,229 -3%
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