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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
201
Enclave Advisors
Texas
$6.18M +$5.35M +155,431 +1,276%
TCP
202
TMB Capital Partners
Arkansas
$6.13M -$1.38K -40 -0%
DF
203
Downshift Financial
Colorado
$5.89M -$1.2M -34,790 -18%
CP
204
Capital Planning
Washington
$5.88M -$37.3K -1,085 -0.7%
DWM
205
Diversify Wealth Management
Utah
$5.78M -$294K -8,539 -5%
DAS
206
Diversify Advisory Services
Utah
$5.78M +$5.69M +165,405 New
SCM
207
SummitPoint Capital Management
Colorado
$5.65M -$110K -3,206 -2%
HWA
208
Hilltop Wealth Advisors
North Carolina
$5.63M +$14.2K +413 +0.3%
SCM
209
Steele Capital Management
Iowa
$5.57M – – –
NDSI
210
Newman Dignan & Sheerar Inc
Rhode Island
$5.51M -$14.8K -431 -0.3%
GPFA
211
Game Plan Financial Advisors
Ohio
$5.5M -$47.8K -1,388 -0.9%
B
212
Birchbrook
Maine
$5.37M -$362K -10,518 -7%
CM
213
Columbus Macro
Pennsylvania
$5.34M -$2.58K -75 -0.1%
FIC
214
Family Investment Center
Missouri
$5.32M -$49.4K -1,436 -1%
SWM
215
Selby Wealth Management
California
$5.26M -$190K -5,527 -4%
KWA
216
Kingswood Wealth Advisors
California
$5.26M +$7.85K +228 +0.2%
SF
217
Schaeffer Financial
Maryland
$5.25M +$301K +8,739 +7%
AOWM
218
Alpha Omega Wealth Management
Virginia
$5.15M -$46.8K -1,361 -1%
ISWM
219
Independent Solutions Wealth Management
New York
$5.14M -$156K -4,520 -3%
RA
220
RFG Advisory
Alabama
$5.07M -$3.32M -96,402 -41%
LIM
221
Lathrop Investment Management
Arkansas
$5.04M -$22.1K -641 -0.5%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$5.04M -$16.6K -481 -0.4%
CW
223
Code Waechter
Florida
$5M -$34.9K -1,015 -0.7%
MWM
224
Modern Wealth Management
Kansas
$4.98M -$1.75M -50,978 -27%
SFMG
225
Sage Financial Management Group
Virginia
$4.98M -$28K -814 -0.6%
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