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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
251
L.J. Altfest & Co
New York
$1.11M +$76.7K +4,290 +8%
ACA
252
Atlas Capital Advisors
Wyoming
$1.09M +$268 +15 +0%
FAAS
253
First Allied Advisory Services
California
$1.08M +$1.06M +59,121 New
MGIA
254
Moneta Group Investment Advisors
Missouri
$1.07M +$373K +20,853 +56%
SAM
255
Sawgrass Asset Management
Florida
$1.05M +$62.8K +3,516 +7%
HIC
256
Hartline Investment Corp
Illinois
$1.04M +$15.1K +846 +2%
AFG
257
Arkansas Financial Group
Arkansas
$1.04M +$965 +54 +0.1%
VC
258
Vicus Capital
Pennsylvania
$1.03M -$5.04K -282 -0.5%
FC
259
Ferris Capital
Massachusetts
$1.03M -$68.1K -3,813 -6%
NCM
260
Next Capital Management
New York
$1.03M -$844K -47,205 -46%
PCM
261
Parsons Capital Management
Rhode Island
$999K -$17.4K -975 -2%
WC
262
Whitnell & Co
Illinois
$999K -$2.47K -138 -0.3%
IIC
263
Integrated Investment Consultants
Michigan
$991K – – –
IFS
264
Ifrah Financial Services
Arkansas
$988K +$10.9K +609 +1%
AC
265
Abbrea Capital
California
$985K +$5.63K +315 +0.6%
EA
266
Evergreen Advisors
Tennessee
$981K +$214 +12 +0%
SFG
267
StrategIQ Financial Group
Indiana
$975K -$63.3K -3,543 -6%
BCWM
268
Blue Chip Wealth Management
Florida
$949K +$46.5K +2,604 +5%
SGAM
269
Steinberg Global Asset Management
Florida
$945K -$56.9K -3,183 -6%
A
270
AdvicePeriod
California
$939K -$16.7K -936 -2%
CM
271
Columbus Macro
Pennsylvania
$931K +$901K +50,430 New
LB
272
Legacy Bridge
Iowa
$924K +$4.61K +258 +0.5%
HI
273
Hudock Inc
Pennsylvania
$910K +$61.4K +3,438 +7%
SMC
274
Smith, Moore & Co
Missouri
$901K +$41.9K +2,343 +5%
FFBTD
275
First Financial Bank - Trust Division
Ohio
$891K – – –
9 10
11
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