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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
201
Family Investment Center
Missouri
$4.22M -$260K -9,340 -5%
PMFA
202
Plante Moran Financial Advisors
Michigan
$4.21M +$972K +34,912 +28%
LBC
203
Lowe Brockenbrough & Co
Virginia
$4.2M -$111K -4,001 -2%
CW
204
Code Waechter
Florida
$4.17M +$412K +14,808 +10%
HWA
205
Hilltop Wealth Advisors
North Carolina
$4.13M -$215K -7,720 -5%
Betterment LLC
206
Betterment LLC
New York
$4.12M +$2.16M +77,431 +97%
Royal Bank of Canada
207
Royal Bank of Canada
Ontario, Canada
$4.04M +$207K +7,443 +5%
MAS
208
Madden Advisory Services
Florida
$4.01M +$30.7K +1,102 +0.7%
DWM
209
Diversify Wealth Management
Utah
$3.92M -$10.8K -389 -0.3%
SCM
210
Steele Capital Management
Iowa
$3.87M – – –
WMG
211
WESCAP Management Group
California
$3.85M -$965K -34,649 -19%
CWA
212
Carolina Wealth Advisors
South Carolina
$3.81M -$50.5K -1,813 -1%
AOWM
213
Alpha Omega Wealth Management
Virginia
$3.77M +$119K +4,282 +3%
JWS
214
Juncture Wealth Strategies
Arizona
$3.73M -$42.2K -1,515 -1%
ACM
215
Arcataur Capital Management
Wisconsin
$3.73M -$112K -4,022 -3%
SFMG
216
Sage Financial Management Group
Virginia
$3.72M -$126K -4,530 -3%
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$3.65M +$31.3K +1,123 +0.8%
AWA
218
Acorn Wealth Advisors
Michigan
$3.65M -$71.2K -2,556 -2%
CM
219
Columbus Macro
Pennsylvania
$3.61M +$6.57K +236 +0.2%
BWG
220
Balanced Wealth Group
Ohio
$3.61M +$147K +5,277 +4%
ISWM
221
Independent Solutions Wealth Management
New York
$3.57M +$128K +4,592 +3%
CFG
222
Citizens Financial Group
Rhode Island
$3.55M +$11.1K +398 +0.3%
PA
223
Pinnacle Associates
New York
$3.53M +$487K +17,473 +15%
NYLIM
224
New York Life Investment Management
New York
$3.5M +$3.72M +133,530 New
EF
225
Envision Financial
Wisconsin
$3.48M -$290K -10,416 -7%
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