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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
226
Peak Asset Management
Colorado
$1.09M +$285K +16,299 +31%
LWAC
227
Laurel Wealth Advisors (California)
California
$1.09M +$539K +30,846 +82%
HA
228
Harborview Advisors
Maine
$1.09M +$25.3K +1,449 +2%
GHA
229
GW Henssler & Associates
Georgia
$1.06M +$46.9K +2,685 +4%
WI
230
Wintrust Investments
Illinois
$1.04M -$169K -9,696 -13%
AFP
231
Ausdal Financial Partners
Iowa
$1.03M -$297K -17,019 -21%
OIM
232
Orca Investment Management
Oregon
$1M -$3.88K -222 -0.4%
ECG
233
Edge Capital Group
Georgia
$998K +$1.09M +62,469 New
JHCP
234
Jackson Hole Capital Partners
Oklahoma
$984K +$1.08M +61,560 New
AF
235
Advisornet Financial
Minnesota
$983K -$236K -13,533 -18%
3C
236
361 Capital
Colorado
$981K -$320K -18,297 -23%
FC
237
Ferris Capital
Massachusetts
$953K +$126K +7,218 +14%
ACA
238
Atlas Capital Advisors
Wyoming
$939K +$1.03M +58,785 New
SFG
239
StrategIQ Financial Group
Indiana
$901K +$9.12K +522 +0.9%
VC
240
Vicus Capital
Pennsylvania
$900K -$734 -42 -0.1%
AFG
241
Arkansas Financial Group
Arkansas
$898K +$9.49K +543 +1%
LJAC
242
L.J. Altfest & Co
New York
$895K +$708K +40,500 +261%
HIC
243
Hartline Investment Corp
Illinois
$889K -$8.91K -510 -0.9%
KCPG
244
Kavar Capital Partners Group
Kansas
$889K +$972K +55,653 New
PCM
245
Parsons Capital Management
Rhode Island
$880K +$5.71K +327 +0.6%
SGAM
246
Steinberg Global Asset Management
Florida
$868K +$30.5K +1,746 +3%
WC
247
Whitnell & Co
Illinois
$867K +$108K +6,177 +13%
IIC
248
Integrated Investment Consultants
Michigan
$858K +$938K +53,700 New
SAM
249
Sawgrass Asset Management
Florida
$855K – – –
EA
250
Evergreen Advisors
Tennessee
$849K +$928K +53,133 New
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