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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
151
Broadleaf Partners
Ohio
$4.18M +$166K +8,595 +4%
CFA
152
Cahill Financial Advisors
Minnesota
$4.12M +$81.9K +4,230 +2%
AWA
153
Acorn Wealth Advisors
Michigan
$4.02M -$196K -10,125 -5%
SAM
154
Smithbridge Asset Management
Pennsylvania
$4M +$145K +7,470 +4%
APSP
155
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.98M +$175K +9,015 +5%
FWP
156
FAS Wealth Partners
Kansas
$3.97M +$202K +10,416 +6%
IDA
157
Intelligence Driven Advisers
California
$3.96M -$242K -12,507 -6%
PAG
158
Pinnacle Advisory Group
Maryland
$3.91M +$324K +16,758 +9%
FANJ
159
Financial Architects (New Jersey)
New Jersey
$3.9M +$1.08M +55,533 +40%
IAS
160
IMA Advisory Services
Colorado
$3.87M +$78.6K +4,059 +2%
GCA
161
Gradient Capital Advisors
California
$3.86M +$100K +5,172 +3%
SFWC
162
Strategic Family Wealth Counselors
New Jersey
$3.85M +$95.4K +4,926 +3%
CA
163
Capital Advantage
California
$3.69M +$122K +6,306 +4%
KCPG
164
Kavar Capital Partners Group
Kansas
$3.67M +$399K +20,586 +13%
CWA
165
Carolina Wealth Advisors
South Carolina
$3.58M +$3.46M +178,680 New
EW
166
Element Wealth
Mississippi
$3.55M +$3.43M +177,168 New
CFIA
167
Cantor Fitzgerald Investment Advisors
New York
$3.5M -$66.6K -3,438 -2%
JWBC
168
John W. Brooker & Co
California
$3.46M +$3.34M +172,569 New
CONA
169
Capital One National Association
New York
$3.4M +$3.28M +169,623 New
BAM
170
Berkshire Asset Management
Pennsylvania
$3.39M +$23.6K +1,221 +0.7%
SDWMA
171
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.37M +$436K +22,512 +15%
RWA
172
River Wealth Advisors
Pennsylvania
$3.36M +$194K +10,014 +6%
EE
173
EWG Elevate
California
$3.31M +$3.2M +165,348 New
BAMG
174
Brand Asset Management Group
Missouri
$3.25M -$16.9K -873 -0.5%
AG
175
Advisor Group
Arizona
$3.18M -$3.54M -183,087 -54%
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