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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
176
Smithbridge Asset Management
Pennsylvania
$3.97M -$23.6K -1,023 -0.5%
ACM
177
AlphaStar Capital Management
North Carolina
$3.94M +$424K +18,363 +11%
GCP
178
Gill Capital Partners
Colorado
$3.86M – – –
YIA
179
YHB Investment Advisors
Connecticut
$3.84M -$249K -10,788 -6%
SDWMA
180
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.83M +$380K +16,449 +10%
WFAG
181
Wescott Financial Advisory Group
Pennsylvania
$3.81M +$14.1K +612 +0.3%
SS
182
Sunbelt Securities
Texas
$3.8M +$159K +6,894 +4%
CPIG
183
Chicago Partners Investment Group
Illinois
$3.77M +$833K +36,084 +28%
EFG
184
Everhart Financial Group
Ohio
$3.72M -$22.6K -981 -0.5%
SPA
185
Sentinel Pension Advisors
Massachusetts
$3.69M -$38.4K -1,665 -0.9%
SBL
186
Sargent Bickham Lagudis
Colorado
$3.68M -$1.66K -72 -0%
FTS
187
Fifth Third Securities
Ohio
$3.66M +$4.04M +175,224 New
BP
188
Broadleaf Partners
Ohio
$3.6M -$108K -4,698 -3%
MAM
189
Marquette Asset Management
Minnesota
$3.59M -$956K -41,448 -19%
CA
190
Clearstead Advisors
Ohio
$3.58M +$149K +6,477 +4%
AWA
191
Acorn Wealth Advisors
Michigan
$3.57M +$9.07K +393 +0.2%
MSFS
192
Main Street Financial Solutions
Pennsylvania
$3.54M -$19K -822 -0.5%
CCFM
193
Clear Creek Financial Management
Washington
$3.4M +$252K +10,920 +7%
CWA
194
Carolina Wealth Advisors
South Carolina
$3.36M -$73.8K -3,198 -2%
B
195
Brightworth
Georgia
$3.36M -$45.8K -1,986 -1%
PMFA
196
Plante Moran Financial Advisors
Michigan
$3.35M +$1.36M +59,064 +58%
PWA
197
Providence Wealth Advisors
Illinois
$3.33M -$203K -8,784 -5%
MAM
198
McCarthy Asset Management
California
$3.32M -$75.2K -3,261 -2%
EFS
199
Econ Financial Services
Pennsylvania
$3.32M +$479K +20,757 +15%
VA
200
Valmark Advisers
Ohio
$3.31M +$173K +7,488 +5%
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