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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NYLIM
151
New York Life Investment Management
New York
$7.12M +$6.69M +262,239 New
SAM
152
Smithbridge Asset Management
Pennsylvania
$7.11M -$1.3K -51 -0%
AFP
153
Ausdal Financial Partners
Iowa
$7.04M -$58.9K -2,310 -0.9%
JWBC
154
John W. Brooker & Co
California
$7.03M +$42.7K +1,674 +0.7%
NCMW
155
Northern Capital Management (Washington)
Washington
$6.94M -$188K -7,362 -3%
NDSI
156
Newman Dignan & Sheerar Inc
Rhode Island
$6.88M -$171K -6,699 -3%
SS
157
Sunbelt Securities
Texas
$6.81M +$530K +20,790 +9%
VAMG
158
Voisard Asset Management Group
Michigan
$6.72M +$332K +13,008 +6%
SDWMA
159
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.71M +$104K +4,059 +2%
CA
160
Clearstead Advisors
Ohio
$6.68M +$516K +20,232 +9%
BDF
161
Black Diamond Financial
Maryland
$6.67M – – –
MSFS
162
Main Street Financial Solutions
Pennsylvania
$6.53M +$294K +11,538 +5%
MBI
163
May Barnhard Investments
Maryland
$6.5M +$320K +12,549 +6%
WT
164
Whittier Trust
California
$6.48M – – –
KCPG
165
Kavar Capital Partners Group
Kansas
$6.47M -$5.43M -213,027 -47%
AF
166
Allworth Financial
California
$6.39M -$225K -8,826 -4%
PVAMC
167
PPS&V Asset Management Consultants
Michigan
$6.33M +$98.3K +3,852 +2%
CCM
168
Colorado Capital Management
Colorado
$6.31M +$12.7K +498 +0.2%
LA
169
LexAurum Advisors
Kansas
$6.31M +$25.3K +990 +0.4%
H
170
HoyleCohen
California
$6.3M +$762K +29,883 +15%
CA
171
Capital Advantage
California
$6.29M -$283K -11,079 -4%
NCM
172
Northwest Capital Management
Oregon
$6.27M -$16.3K -639 -0.3%
PFA
173
Pure Financial Advisors
California
$6.1M -$64.8K -2,541 -1%
FSWA
174
Financial Synergies Wealth Advisors
Texas
$6.07M +$353K +13,851 +7%
AMM
175
American Money Management
California
$6.05M -$162K -6,333 -3%
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