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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
201
Cetera Advisors
Colorado
$2.01M -$37.8K -2,040 -2%
BA
202
Bristlecone Advisors
Washington
$1.98M +$7.45K +402 +0.4%
SWM
203
Southern Wealth Management
Texas
$1.97M +$1.49M +80,595 +309%
VA
204
Valmark Advisers
Ohio
$1.96M +$52K +2,805 +3%
EH
205
Equitable Holdings
New York
$1.93M +$433K +23,376 +29%
PCMC
206
Private Capital Management (Colorado)
Colorado
$1.92M -$165K -8,889 -8%
JPLA
207
Joseph P. Lucia & Associates
New York
$1.91M -$73K -3,942 -4%
SWM
208
Stockman Wealth Management
Montana
$1.9M -$356K -19,200 -16%
CWM
209
Chesapeake Wealth Management
Virginia
$1.89M -$73.4K -3,960 -4%
SWM
210
SeaCrest Wealth Management
New York
$1.89M -$79K -4,266 -4%
VCM
211
Vision Capital Management
Oregon
$1.88M -$71.6K -3,864 -4%
JWA
212
JFS Wealth Advisors
Pennsylvania
$1.88M -$72.4K -3,909 -4%
RC
213
Roundview Capital
New Jersey
$1.88M +$222 +12 +0%
ANTB
214
AMG National Trust Bank
Colorado
$1.85M – – –
CHA
215
Carmichael Hill & Associates
Maryland
$1.85M +$1.72K +93 +0.1%
MAS
216
Madden Advisory Services
Florida
$1.8M -$306K -16,524 -14%
CF
217
Centaurus Financial
California
$1.77M +$565K +30,504 +47%
PFA
218
Pinnacle Family Advisors
Missouri
$1.75M +$20K +1,077 +1%
FVWA
219
Foster Victor Wealth Advisors
South Carolina
$1.74M +$1.74M +94,014 New
WOSD
220
WFA of San Diego
California
$1.73M -$53.4K -2,883 -3%
BWM
221
BCS Wealth Management
Tennessee
$1.72M -$222 -12 -0%
BC
222
Barnett & Company
Tennessee
$1.67M +$157K +8,475 +10%
LCM
223
Leisure Capital Management
California
$1.66M -$34K -1,836 -2%
PWM
224
Perigon Wealth Management
California
$1.62M +$32.9K +1,776 +2%
BAM
225
Belpointe Asset Management
Nevada
$1.61M +$318K +17,139 +24%
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