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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
176
Modus Advisors
Minnesota
$2.63M -$2.53M -154,959 -51%
SDWMA
177
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.56M +$118K +7,257 +5%
BBPWM
178
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$50.5K -3,096 -2%
NWS
179
Newport Wealth Strategies
California
$2.52M -$704K -43,209 -23%
ABC
180
Associated Banc-Corp
Wisconsin
$2.51M -$101K -6,207 -4%
AWM
181
Argent Wealth Management
Massachusetts
$2.49M +$555K +34,053 +36%
LBC
182
Lowe Brockenbrough & Co
Virginia
$2.48M -$2.07M -126,945 -47%
AOWM
183
Alpha Omega Wealth Management
Virginia
$2.47M +$25.3K +1,551 +1%
AFG
184
Albion Financial Group
Utah
$2.46M -$42.6K -2,616 -2%
FC
185
Forte Capital
New York
$2.45M +$60.1K +3,690 +3%
RDWM
186
Red Door Wealth Management
Tennessee
$2.45M -$414K -25,398 -15%
ISWM
187
Independent Solutions Wealth Management
New York
$2.44M -$118K -7,266 -5%
CCM
188
Condor Capital Management
New Jersey
$2.44M +$15.2K +930 +0.7%
SFA
189
Sequoia Financial Advisors
Ohio
$2.38M +$150K +9,207 +7%
SHJ
190
Sharkey, Howes & Javer
Colorado
$2.34M -$527K -32,361 -20%
RWA
191
River Wealth Advisors
Pennsylvania
$2.31M -$48.4K -2,967 -2%
ACA
192
Atlas Capital Advisors
Wyoming
$2.29M -$140K -8,586 -6%
MCM
193
Mengis Capital Management
Oregon
$2.25M -$8.9K -546 -0.4%
PA
194
Paracle Advisors
Washington
$2.23M -$90.7K -5,562 -4%
AF
195
Advisornet Financial
Minnesota
$2.22M +$1.02M +62,388 +97%
YWP
196
YorkBridge Wealth Partners
New York
$2.21M +$388K +23,790 +23%
AO
197
Advisor OS
Illinois
$2.19M +$2.04M +125,094 New
IDA
198
Intelligence Driven Advisers
California
$2.18M -$796K -48,867 -28%
AFP
199
Ausdal Financial Partners
Iowa
$2.16M +$321K +19,680 +19%
EFSCE
200
Enterprise Financial Services Corp (EFSC)
Missouri
$2.16M -$29.1K -1,785 -1%
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