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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
151
Moisand Fitzgerald Tamayo
Florida
$8.11M -$64.4K -2,161 -0.8%
FLFS
152
Family Legacy Financial Solutions
North Carolina
$8.09M +$1.32M +44,194 +20%
AMM
153
American Money Management
California
$8.09M +$400K +13,418 +5%
BDF
154
Black Diamond Financial
Maryland
$8.03M -$297K -9,963 -4%
PVAMC
155
PPS&V Asset Management Consultants
Michigan
$7.95M +$257K +8,628 +3%
GCP
156
Gill Capital Partners
Colorado
$7.78M +$1.16M +38,807 +18%
ATWA
157
Arbor Trust Wealth Advisors
Michigan
$7.78M -$1.13M -37,884 -13%
CSP
158
Cary Street Partners
Virginia
$7.67M -$59.1K -1,982 -0.8%
JJBC
159
James J. Burns & Company
New York
$7.35M +$37.9K +1,271 +0.5%
MWP
160
Meridian Wealth Partners
Pennsylvania
$7.29M -$689K -23,125 -9%
BCM
161
Brookstone Capital Management
Illinois
$7.27M +$1.09M +36,546 +18%
MWM
162
Meridian Wealth Management
Kentucky
$7.25M +$75.8K +2,544 +1%
WPIC
163
White Pine Investment Company
Michigan
$7.14M +$310K +10,410 +5%
CAM
164
Cresset Asset Management
Illinois
$7.07M -$42.7K -1,432 -0.6%
PWA
165
Peterson Wealth Advisors
Utah
$7.05M -$5.31K -178 -0.1%
JCM
166
Jacobi Capital Management
Pennsylvania
$7.01M -$329K -11,034 -5%
DF
167
Downshift Financial
Colorado
$6.91M +$6.5M +218,150 New
WETS
168
Wealth Enhancement Trust Services
South Dakota
$6.87M +$6.81M +228,459 New
BP
169
Broadleaf Partners
Ohio
$6.84M +$66.9K +2,244 +1%
CFIA
170
Cantor Fitzgerald Investment Advisors
New York
$6.74M +$32.4K +1,087 +0.5%
FSWA
171
Financial Synergies Wealth Advisors
Texas
$6.51M -$89.3K -2,994 -1%
MAM
172
McCarthy Asset Management
California
$6.44M +$1.53M +51,226 +31%
MFG
173
Merit Financial Group
Georgia
$6.33M -$19.9K -668 -0.3%
KBFS
174
Kohmann Bosshard Financial Services
Ohio
$6.3M -$158K -5,313 -2%
AIM
175
Anchor Investment Management
South Carolina
$6.24M +$83.3K +2,793 +1%
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