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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
201
Game Plan Financial Advisors
Ohio
$4.56M +$582K +21,867 +15%
CWA
202
Carolina Wealth Advisors
South Carolina
$4.48M -$87.7K -3,297 -2%
CCWA
203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.41M -$24.7K -930 -0.6%
PAG
204
Powers Advisory Group
Illinois
$4.36M +$70.1K +2,637 +2%
CFIA
205
Cantor Fitzgerald Investment Advisors
New York
$4.35M +$1.54M +57,861 +58%
DWM
206
Diversify Wealth Management
Utah
$4.26M +$12.3M +461,853 New
MCM
207
Mengis Capital Management
Oregon
$4.2M -$179K -6,732 -4%
AWA
208
Acorn Wealth Advisors
Michigan
$4.17M -$59.1K -2,223 -1%
BBW
209
Blue Barn Wealth
Utah
$4.16M +$200K +7,533 +5%
MAS
210
Madden Advisory Services
Florida
$4.11M +$173K +6,492 +5%
ACM
211
Arcataur Capital Management
Wisconsin
$4.11M -$11.4K -429 -0.3%
SCM
212
Steele Capital Management
Iowa
$4.1M – – –
SFMG
213
Sage Financial Management Group
Virginia
$4.08M +$3.91M +147,141 New
EFG
214
Everhart Financial Group
Ohio
$4.06M -$76.3K -2,871 -2%
NA
215
NewEdge Advisors
Louisiana
$4.06M -$116K -4,356 -3%
WMG
216
WESCAP Management Group
California
$4.02M -$105K -3,942 -3%
CW
217
Code Waechter
Florida
$3.99M +$3.83M +144,093 New
NYLIM
218
New York Life Investment Management
New York
$3.99M -$6.18M -232,212 -62%
JWS
219
Juncture Wealth Strategies
Arizona
$3.99M -$224K -8,418 -6%
ISWM
220
Independent Solutions Wealth Management
New York
$3.92M -$392K -14,739 -9%
RWM
221
Reston Wealth Management
Virginia
$3.91M +$182K +6,852 +5%
AOWM
222
Alpha Omega Wealth Management
Virginia
$3.89M -$190K -7,152 -5%
BBPWM
223
Blue Bell Private Wealth Management
Pennsylvania
$3.87M -$32.5K -1,224 -0.9%
ECM
224
Exchange Capital Management
Michigan
$3.85M -$1.2M -45,078 -25%
FVWA
225
Foster Victor Wealth Advisors
South Carolina
$3.81M +$3.66M +137,616 New
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