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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
YIA
176
YHB Investment Advisors
Connecticut
$2.59M +$2.59M +139,878 New
KAS
177
Kestra Advisory Services
Texas
$2.55M +$2.68M +144,507 New
RDWM
178
Red Door Wealth Management
Tennessee
$2.53M -$55.3K -2,985 -2%
AFG
179
Albion Financial Group
Utah
$2.51M -$86K -4,641 -3%
LBC
180
Lowe Brockenbrough & Co
Virginia
$2.49M -$123K -6,615 -5%
SFA
181
Sequoia Financial Advisors
Ohio
$2.48M -$22.4K -1,209 -0.9%
AF
182
Advisornet Financial
Minnesota
$2.48M +$136K +7,356 +6%
CCM
183
Condor Capital Management
New Jersey
$2.41M -$164K -8,853 -6%
YWP
184
YorkBridge Wealth Partners
New York
$2.4M +$70.8K +3,822 +3%
RWA
185
River Wealth Advisors
Pennsylvania
$2.39M -$49.3K -2,661 -2%
BAM
186
Berkshire Asset Management
Pennsylvania
$2.38M -$3.23M -174,498 -58%
ACA
187
Atlas Capital Advisors
Wyoming
$2.36M -$58.5K -3,159 -2%
MCM
188
Mengis Capital Management
Oregon
$2.36M -$18.2K -984 -0.8%
PA
189
Paracle Advisors
Washington
$2.35M – – –
CFA
190
Cahill Financial Advisors
Minnesota
$2.35M +$138K +7,464 +6%
SHJ
191
Sharkey, Howes & Javer
Colorado
$2.3M -$172K -9,300 -7%
MG
192
Mather Group
Illinois
$2.27M +$2.27M +122,703 New
FHB
193
First Hawaiian Bank
Hawaii
$2.26M – – –
ISWM
194
Independent Solutions Wealth Management
New York
$2.12M -$462K -24,939 -18%
EFSCE
195
Enterprise Financial Services Corp (EFSC)
Missouri
$2.1M -$181K -9,780 -8%
DCM
196
DeGreen Capital Management
Arizona
$2.08M -$16.3K -882 -0.8%
IWMA
197
Ironwood Wealth Management (Arizona)
Arizona
$2.06M – – –
WIC
198
Whitegate Investment Counselors
New Hampshire
$2.06M +$37.7K +2,034 +2%
LWAC
199
Laurel Wealth Advisors (California)
California
$2.06M -$184K -9,933 -8%
HB
200
Homrich & Berg
Georgia
$2.03M -$24K -1,293 -1%
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