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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
$4.91M +$109K +4,362 +2%
NRI
177
NFP Retirement Inc
California
$4.85M +$262K +10,434 +6%
WTC
178
WhitTier Trust Company
Nevada
$4.84M -$50.8K -2,025 -1%
SAM
179
Smithbridge Asset Management
Pennsylvania
$4.83M +$602 +24 +0%
AWG
180
Altus Wealth Group
Colorado
$4.79M -$368K -14,685 -7%
GPFA
181
Game Plan Financial Advisors
Ohio
$4.67M +$58.8K +2,346 +1%
WFAG
182
Wescott Financial Advisory Group
Pennsylvania
$4.59M +$4.56M +181,728 New
EH
183
Equitable Holdings
New York
$4.59M +$359K +14,334 +9%
EFG
184
Everhart Financial Group
Ohio
$4.52M -$52.3K -2,085 -1%
SPA
185
Sentinel Pension Advisors
Massachusetts
$4.51M -$321K -12,795 -7%
SS
186
Sunbelt Securities
Texas
$4.49M +$84.9K +3,387 +2%
BP
187
Broadleaf Partners
Ohio
$4.47M -$914K -36,462 -17%
SBL
188
Sargent Bickham Lagudis
Colorado
$4.45M -$88K -3,510 -2%
CCM
189
Coldstream Capital Management
Washington
$4.39M -$6.69K -267 -0.2%
AWA
190
Acorn Wealth Advisors
Michigan
$4.31M -$214K -8,544 -5%
ACM
191
AlphaStar Capital Management
North Carolina
$4.3M +$4M +159,681 +1,515%
MSFS
192
Main Street Financial Solutions
Pennsylvania
$4.3M +$228K +9,093 +6%
PWA
193
Providence Wealth Advisors
Illinois
$4.26M +$15.3K +612 +0.4%
SDWMA
194
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.22M +$131K +5,220 +3%
CA
195
Clearstead Advisors
Ohio
$4.17M +$10.2K +408 +0.2%
PA
196
Procyon Advisors
Connecticut
$4.15M +$726K +28,962 +21%
CWA
197
Carolina Wealth Advisors
South Carolina
$4.15M +$61.2K +2,442 +2%
B
198
Brightworth
Georgia
$4.11M -$493K -19,665 -11%
FCM
199
Fortis Capital Management
Washington
$4.1M +$927K +36,984 +30%
MAM
200
McCarthy Asset Management
California
$4.09M -$36.9K -1,473 -0.9%
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