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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PVAMC
176
PPS&V Asset Management Consultants
Michigan
$4.78M -$345K -14,568 -6%
PFA
177
Pure Financial Advisors
California
$4.76M -$105K -4,440 -2%
BP
178
Broadleaf Partners
Ohio
$4.75M +$363K +15,324 +8%
KCPG
179
Kavar Capital Partners Group
Kansas
$4.75M -$327K -13,803 -6%
PAG
180
Private Advisor Group
New Jersey
$4.7M +$8.67K +366 +0.2%
HWA
181
Hilltop Wealth Advisors
North Carolina
$4.62M -$7.25K -306 -0.1%
CWM
182
Congress Wealth Management
Massachusetts
$4.59M -$1.46M -61,719 -23%
ACA
183
Affinity Capital Advisors
California
$4.57M -$1.8M -76,185 -27%
PWA
184
Peterson Wealth Advisors
Utah
$4.5M +$249K +10,500 +6%
OFS
185
OneAscent Financial Services
Alabama
$4.48M +$4.71M +198,744 New
AMM
186
American Money Management
California
$4.4M +$222K +9,387 +5%
GCP
187
Gill Capital Partners
Colorado
$4.4M -$148K -6,228 -3%
VA
188
Valmark Advisers
Ohio
$4.28M +$109K +4,611 +2%
CCFM
189
Clear Creek Financial Management
Washington
$4.28M +$1.52M +64,035 +51%
AAS
190
Ameritas Advisory Services
Nebraska
$4.27M +$1M +42,258 +28%
MTIC
191
Missouri Trust & Investment Company
Missouri
$4.22M +$101K +4,260 +2%
FIC
192
Family Investment Center
Missouri
$4.19M +$19.5K +825 +0.4%
AWA
193
Acorn Wealth Advisors
Michigan
$4.14M +$135K +5,682 +3%
MAM
194
McCarthy Asset Management
California
$4.11M -$227K -9,567 -5%
H
195
HoyleCohen
California
$4.08M +$651K +27,495 +18%
GVAG
196
Great Valley Advisor Group
Delaware
$4.07M +$102K +4,311 +2%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$516K +21,762 +14%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.85M -$135K -5,682 -3%
TYCC
199
Texas Yale Capital Corp
Florida
$3.84M -$316K -13,335 -7%
WFAG
200
Wescott Financial Advisory Group
Pennsylvania
$3.82M -$80.1K -3,381 -2%
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