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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMW
176
Northern Capital Management (Washington)
Washington
$5.59M -$232K -8,330 -4%
CA
177
Capital Advantage
California
$5.51M – – –
DFA
178
DHJJ Financial Advisors
Illinois
$5.51M -$21.6K -775 -0.4%
CIA
179
Cape Investment Advisory
Georgia
$5.5M -$84.8K -3,044 -1%
PWA
180
Peterson Wealth Advisors
Utah
$5.39M +$1.28M +45,984 +25%
AIM
181
Anchor Investment Management
South Carolina
$5.34M +$50K +1,796 +0.9%
LSWP
182
Liberty Square Wealth Partners
Pennsylvania
$5.33M -$380K -13,632 -6%
PFA
183
Pure Financial Advisors
California
$5.2M -$29.7K -1,068 -0.5%
BCM
184
Brookstone Capital Management
Illinois
$5.06M +$371K +13,305 +7%
SOS
185
Silver Oak Securities
Tennessee
$5M -$282K -10,137 -5%
MI
186
Moneywise Inc
Virginia
$4.98M -$502K -18,033 -9%
NCM
187
Northwest Capital Management
Oregon
$4.9M -$261K -9,387 -5%
B
188
Birchbrook
Maine
$4.85M -$482K -17,300 -9%
VIA
189
Victrix Investment Advisors
Florida
$4.74M +$5.19M +186,491 New
GG
190
Gleason Group
Kentucky
$4.67M -$152K -5,471 -3%
GPFA
191
Game Plan Financial Advisors
Ohio
$4.67M +$32.7K +1,173 +0.7%
CPA
192
Cathy Pareto & Associates
Florida
$4.51M -$377K -13,523 -7%
MCM
193
Mengis Capital Management
Oregon
$4.4M +$55.9K +2,008 +1%
RWM
194
Reston Wealth Management
Virginia
$4.4M +$311K +11,168 +7%
GVAG
195
Great Valley Advisor Group
Delaware
$4.34M -$202K -7,256 -4%
PAG
196
Powers Advisory Group
Illinois
$4.32M +$142K +5,101 +3%
NDSI
197
Newman Dignan & Sheerar Inc
Rhode Island
$4.3M -$3.31M -118,716 -42%
BBW
198
Blue Barn Wealth
Utah
$4.28M +$197K +7,056 +5%
LIM
199
Lathrop Investment Management
Arkansas
$4.24M -$615K -22,070 -12%
MAM
200
McCarthy Asset Management
California
$4.24M -$7.35K -264 -0.2%
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