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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
201
Gleason Group
Kentucky
$4.35M +$942 +36 +0%
AAIM
202
Asset Advisors Investment Management
Georgia
$4.29M -$10.3M -393,081 -70%
ACA
203
Atlas Capital Advisors
Wyoming
$4.29M +$568K +21,702 +15%
CWA
204
Carolina Wealth Advisors
South Carolina
$4.28M +$337K +12,882 +8%
AAS
205
Ameritas Advisory Services
Nebraska
$4.18M +$30.4K +1,161 +0.7%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.15M -$205K -7,821 -5%
MA
207
Mutual Advisors
Nebraska
$4.12M +$375K +14,331 +10%
MCM
208
Mengis Capital Management
Oregon
$4.11M +$15.5K +591 +0.4%
HF
209
Halpern Financial
Virginia
$4.07M +$791K +30,240 +24%
ISWM
210
Independent Solutions Wealth Management
New York
$4.05M +$12.1K +462 +0.3%
AWG
211
Altus Wealth Group
Colorado
$4.02M -$1.1M -42,054 -21%
PAG
212
Powers Advisory Group
Illinois
$4.01M +$265K +10,119 +7%
AWA
213
Acorn Wealth Advisors
Michigan
$3.96M -$225K -8,610 -5%
JWS
214
Juncture Wealth Strategies
Arizona
$3.96M +$56K +2,139 +1%
NA
215
NewEdge Advisors
Louisiana
$3.91M +$777K +29,694 +25%
EFG
216
Everhart Financial Group
Ohio
$3.88M +$13.6K +519 +0.3%
WMG
217
WESCAP Management Group
California
$3.87M -$60.4K -2,310 -2%
ACM
218
Arcataur Capital Management
Wisconsin
$3.86M -$113K -4,314 -3%
SCM
219
Steele Capital Management
Iowa
$3.85M -$35.3K -1,350 -0.9%
AOWM
220
Alpha Omega Wealth Management
Virginia
$3.83M -$26.1K -999 -0.7%
B
221
Bensler
Washington
$3.73M -$462K -17,655 -11%
GPFA
222
Game Plan Financial Advisors
Ohio
$3.7M +$8.4K +321 +0.2%
BBW
223
Blue Barn Wealth
Utah
$3.7M +$155K +5,913 +4%
CRA
224
Clear Rock Advisors
Texas
$3.7M -$341K -13,029 -8%
MAS
225
Madden Advisory Services
Florida
$3.68M -$37.1K -1,419 -1%
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9
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