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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
$5.17M +$167K +7,401 +4%
CCM
177
Colorado Capital Management
Colorado
$5.15M +$170K +7,527 +4%
PVAMC
178
PPS&V Asset Management Consultants
Michigan
$5.14M +$168K +7,464 +3%
CIA
179
Cape Investment Advisory
Georgia
$5.13M -$32.4K -1,437 -0.7%
PFA
180
Pure Financial Advisors
California
$5.1M -$116K -5,136 -2%
NCM
181
Northwest Capital Management
Oregon
$5.1M -$2.3K -102 -0%
PAG
182
Private Advisor Group
New Jersey
$4.98M +$85.4K +3,789 +2%
SS
183
Sunbelt Securities
Texas
$4.95M +$259K +11,499 +6%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$4.92M +$266K +11,823 +6%
AWG
185
Altus Wealth Group
Colorado
$4.91M +$35.9K +1,593 +0.8%
HWA
186
Hilltop Wealth Advisors
North Carolina
$4.86M +$56.6K +2,511 +1%
CA
187
Clearstead Advisors
Ohio
$4.86M +$254K +11,265 +6%
AWM
188
Apollon Wealth Management
South Carolina
$4.82M -$1.77M -78,627 -28%
GCP
189
Gill Capital Partners
Colorado
$4.76M +$84.4K +3,744 +2%
PTCG
190
Pring Turner Capital Group
California
$4.67M +$103K +4,575 +2%
BP
191
Broadleaf Partners
Ohio
$4.62M +$110K +4,887 +3%
MAM
192
McCarthy Asset Management
California
$4.54M -$258K -11,436 -6%
PWA
193
Peterson Wealth Advisors
Utah
$4.49M +$57.7K +2,562 +1%
LPAM
194
Lodestar Private Asset Management
California
$4.44M +$1.32M +58,680 +46%
AMM
195
American Money Management
California
$4.4M +$62.9K +2,790 +2%
VA
196
Valmark Advisers
Ohio
$4.39M +$130K +5,787 +3%
FIC
197
Family Investment Center
Missouri
$4.38M -$71.9K -3,192 -2%
TYCC
198
Texas Yale Capital Corp
Florida
$4.35M -$1.42M -62,973 -26%
MTIC
199
Missouri Trust & Investment Company
Missouri
$4.33M -$462K -20,511 -10%
AWA
200
Acorn Wealth Advisors
Michigan
$4.21M +$65.9K +2,922 +2%
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