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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
151
Jacobi Capital Management
Pennsylvania
$7.06M -$377K -14,306 -5%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$7.01M +$6.59M +249,997 +8,333,233%
BWM
153
Brown Wealth Management
Illinois
$6.96M +$870K +32,998 +15%
CAM
154
Cresset Asset Management
Illinois
$6.93M -$770K -29,197 -11%
MWM
155
Meridian Wealth Management
Kentucky
$6.87M -$149K -5,644 -2%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$6.87M +$120K +4,553 +2%
SS
157
Sunbelt Securities
Texas
$6.84M +$79K +2,996 +1%
SF
158
Schaeffer Financial
Maryland
$6.82M +$311K +11,790 +5%
NYLIM
159
New York Life Investment Management
New York
$6.67M +$2.75M +104,429 +78%
BSAM
160
Blue Square Asset Management
New York
$6.67M -$48.8K -1,851 -0.8%
JJBC
161
James J. Burns & Company
New York
$6.65M +$377K +14,309 +6%
PWA
162
Peterson Wealth Advisors
Utah
$6.63M +$166K +6,305 +3%
BP
163
Broadleaf Partners
Ohio
$6.47M +$298K +11,309 +5%
CWM
164
Congress Wealth Management
Massachusetts
$6.41M -$48.4K -1,836 -0.8%
FSWA
165
Financial Synergies Wealth Advisors
Texas
$6.38M +$164K +6,198 +3%
KBFS
166
Kohmann Bosshard Financial Services
Ohio
$6.33M -$103K -3,922 -2%
WPIC
167
White Pine Investment Company
Michigan
$6.23M +$45.4K +1,720 +0.8%
GCP
168
Gill Capital Partners
Colorado
$6.12M -$20.4K -775 -0.4%
MFG
169
Merit Financial Group
Georgia
$6.01M +$2.67M +101,229 +89%
Royal Bank of Canada
170
Royal Bank of Canada
Ontario, Canada
$5.98M +$1.56M +59,004 +38%
Carson Wealth (CWM LLC)
171
Carson Wealth (CWM LLC)
Nebraska
$5.85M -$1.1M -41,518 -17%
NCMW
172
Northern Capital Management (Washington)
Washington
$5.84M -$138K -5,219 -2%
CIA
173
Cape Investment Advisory
Georgia
$5.8M -$78.3K -2,968 -1%
AIM
174
Anchor Investment Management
South Carolina
$5.65M -$62.7K -2,378 -1%
BCM
175
Brookstone Capital Management
Illinois
$5.63M +$195K +7,375 +4%
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