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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EH
201
Equitable Holdings
New York
$4.48M +$774K +29,025 +21%
UIA
202
Ulland Investment Advisors
Minnesota
$4.47M +$4.45M +166,806 New
CA
203
Clearstead Advisors
Ohio
$4.41M +$335K +12,558 +8%
MAM
204
McCarthy Asset Management
California
$4.38M +$123K +4,599 +3%
PWA
205
Providence Wealth Advisors
Illinois
$4.34M +$148K +5,547 +3%
SS
206
Sunbelt Securities
Texas
$4.33M -$396K -14,832 -8%
CWA
207
Carolina Wealth Advisors
South Carolina
$4.33M +$96.1K +3,603 +2%
SDWMA
208
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.33M +$113K +4,245 +3%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$4.31M +$54.2K +2,034 +1%
GCP
210
Gill Capital Partners
Colorado
$4.1M -$28.9K -1,083 -0.7%
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$4.08M +$580K +21,759 +16%
LBC
212
Lowe Brockenbrough & Co
Virginia
$4.08M +$4.4K +165 +0.1%
BWL
213
Bogart Wealth LLC
Virginia
$4.03M +$982K +36,819 +32%
FC
214
Forte Capital
New York
$4M +$1.04K +39 +0%
AOWM
215
Alpha Omega Wealth Management
Virginia
$3.97M -$116K -4,347 -3%
OFG
216
Orcam Financial Group
California
$3.96M +$3.94M +147,618 New
GVAG
217
Great Valley Advisor Group
Delaware
$3.91M +$26.3K +987 +0.7%
WSTAM
218
Wilbanks Smith & Thomas Asset Management
Virginia
$3.9M -$23.3K -873 -0.6%
MCM
219
Mengis Capital Management
Oregon
$3.88M +$124K +4,662 +3%
VA
220
Valmark Advisers
Ohio
$3.87M +$185K +6,948 +5%
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$3.84M +$97.2K +3,645 +3%
PSIWM
222
Paradigm Strategies in Wealth Management
Minnesota
$3.81M -$57.1K -2,142 -1%
RC
223
Roundview Capital
New Jersey
$3.8M -$6.32K -237 -0.2%
SFA
224
Sequoia Financial Advisors
Ohio
$3.73M +$2.69M +100,695 +261%
PA
225
Procyon Advisors
Connecticut
$3.62M +$3.6M +135,156 New
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