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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
$4.31M -$642K -24,321 -14%
MBI
202
May Barnhard Investments
Maryland
$4.3M -$2.06M -78,034 -34%
DWM
203
Diversify Wealth Management
Utah
$4.24M -$147K -5,563 -4%
LIM
204
Lathrop Investment Management
Arkansas
$4.19M -$330K -12,491 -8%
CW
205
Code Waechter
Florida
$4.17M -$274K -10,394 -7%
SCM
206
Steele Capital Management
Iowa
$4.15M – – –
CM
207
Columbus Macro
Pennsylvania
$4.05M +$175K +6,633 +5%
AOWM
208
Alpha Omega Wealth Management
Virginia
$4.05M +$12.7K +482 +0.3%
CWA
209
Carolina Wealth Advisors
South Carolina
$4.03M -$46.5K -1,762 -1%
ISWM
210
Independent Solutions Wealth Management
New York
$4.03M +$196K +7,430 +5%
LBC
211
Lowe Brockenbrough & Co
Virginia
$4.01M -$452K -17,145 -11%
CP
212
Creekside Partners
California
$4M +$432K +16,358 +13%
VFS
213
Valpey Financial Services
New Hampshire
$3.99M +$3.75M +142,313 New
ACM
214
Arcataur Capital Management
Wisconsin
$3.97M -$20K -760 -0.5%
BBPWM
215
Blue Bell Private Wealth Management
Pennsylvania
$3.91M -$237 -9 -0%
BWG
216
Balanced Wealth Group
Ohio
$3.9M -$35.6K -1,351 -1%
SFMG
217
Sage Financial Management Group
Virginia
$3.87M -$100K -3,797 -3%
PWM
218
Perigon Wealth Management
California
$3.84M +$517K +19,592 +17%
KAS
219
Kestra Advisory Services
Texas
$3.82M +$196K +7,414 +6%
RC
220
Roundview Capital
New Jersey
$3.82M +$300K +11,371 +9%
CFG
221
Citizens Financial Group
Rhode Island
$3.8M +$3.32K +126 +0.1%
AWA
222
Acorn Wealth Advisors
Michigan
$3.72M -$168K -6,360 -5%
WMG
223
WESCAP Management Group
California
$3.65M -$451K -17,108 -12%
EF
224
Envision Financial
Wisconsin
$3.64M -$80.3K -3,043 -2%
Stifel Financial
225
Stifel Financial
Missouri
$3.63M +$209K +7,909 +7%
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