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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
226
Continuum Advisory
Idaho
$274K +$46.9K +2,883 +21%
PIM
227
Penobscot Investment Management
Massachusetts
$270K -$13.2K -810 -5%
JWM
228
Jacobus Wealth Management
Wisconsin
$270K -$488 -30 -0.2%
SMC
229
Smith, Moore & Co
Missouri
$266K +$259K +15,945 New
CAM
230
Cubic Asset Management
Massachusetts
$261K – – –
HIM
231
Harbour Investment Management
Washington
$257K +$250K +15,369 New
DCM
232
Donaldson Capital Management
Indiana
$247K – – –
SG
233
Somerset Group
Minnesota
$247K +$6.34K +390 +3%
BFPW
234
BOK Financial Private Wealth
Colorado
$245K -$73K -4,491 -23%
UAS
235
United Asset Strategies
New York
$244K +$237K +14,586 New
GAM
236
Garrison Asset Management
Arkansas
$239K +$18.1K +1,113 +8%
RWP
237
RWA Wealth Partners
Massachusetts
$232K +$7.85K +483 +4%
HWA
238
Heritage Way Advisors
Illinois
$226K +$220K +13,521 New
PWAG
239
Polaris Wealth Advisory Group
California
$225K -$51.4K -3,162 -19%
BWP
240
BSW Wealth Partners
Colorado
$216K +$5.12K +315 +2%
TCM
241
Twele Capital Management
Minnesota
$214K – – –
BRWA
242
B. Riley Wealth Advisors
Florida
$214K +$208K +12,804 New
RW
243
REDW Wealth
New Mexico
$212K -$5.66K -348 -3%
PAM
244
Peak Asset Management
Colorado
$211K +$205K +12,630 New
BAC
245
Boys Arnold & Co
North Carolina
$209K – – –
PL
246
Plancorp LLC
Missouri
$202K +$197K +12,120 New
BCM
247
Boltwood Capital Management
California
$202K +$197K +12,150 New
WAM
248
Watermark Asset Management
California
$201K -$86.6K -5,325 -31%
JMPWA
249
JP Morgan Private Wealth Advisors
California
$200K +$194K +11,955 New
JFGIW
250
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$199K +$244 +15 +0.1%
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