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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
151
Game Plan Financial Advisors
Ohio
$3.36M +$3.37M +181,716 New
KCPG
152
Kavar Capital Partners Group
Kansas
$3.29M +$37.3K +2,013 +1%
AFP
153
Ausdal Financial Partners
Iowa
$3.2M +$923K +49,824 +40%
SAM
154
Smithbridge Asset Management
Pennsylvania
$3.14M -$568K -30,687 -15%
SPA
155
Sentinel Pension Advisors
Massachusetts
$3.03M +$179K +9,648 +6%
EW
156
Element Wealth
Mississippi
$3.02M -$303K -16,335 -9%
AWA
157
Acorn Wealth Advisors
Michigan
$3.01M -$78.8K -4,254 -3%
NWS
158
Newport Wealth Strategies
California
$2.97M +$287K +15,501 +11%
B
159
Brightworth
Georgia
$2.96M -$394K -21,288 -12%
BAMG
160
Brand Asset Management Group
Missouri
$2.94M +$45.2K +2,439 +2%
GCP
161
Gill Capital Partners
Colorado
$2.94M -$92.4K -4,989 -3%
Bank of America
162
Bank of America
North Carolina
$2.93M -$73.6K -3,975 -2%
PWA
163
Providence Wealth Advisors
Illinois
$2.86M +$21.8K +1,176 +0.8%
SBL
164
Sargent Bickham Lagudis
Colorado
$2.85M -$95K -5,130 -3%
AI
165
Atria Investments
North Carolina
$2.83M -$646K -34,845 -19%
WSTAM
166
Wilbanks Smith & Thomas Asset Management
Virginia
$2.77M -$28.2K -1,524 -1%
Stifel Financial
167
Stifel Financial
Missouri
$2.76M +$589K +31,782 +27%
Royal Bank of Canada
168
Royal Bank of Canada
Ontario, Canada
$2.73M -$343K -18,531 -11%
SDWMA
169
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.71M +$13.8K +744 +0.5%
SS
170
Sunbelt Securities
Texas
$2.7M +$2.54M +137,112 New
ABC
171
Associated Banc-Corp
Wisconsin
$2.69M +$49.4K +2,667 +2%
AOWM
172
Alpha Omega Wealth Management
Virginia
$2.63M +$21.1K +1,140 +0.8%
BBPWM
173
Blue Bell Private Wealth Management
Pennsylvania
$2.61M -$51.6K -2,787 -2%
FC
174
Forte Capital
New York
$2.6M +$18.5K +996 +0.7%
YIA
175
YHB Investment Advisors
Connecticut
$2.59M +$2.59M +139,878 New
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