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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
251
Fortis Capital Management
Washington
$1.31M +$56.5K +3,051 +5%
JCIA
252
Jackson Creek Investment Advisors
Colorado
$1.28M +$1.28M +69,258 New
KTC
253
Kistler-Tiffany Companies
Pennsylvania
$1.28M -$163K -8,811 -11%
CFS
254
CRA Financial Services
New Jersey
$1.27M +$83.4K +4,503 +7%
CCM
255
Coldstream Capital Management
Washington
$1.23M -$161K -8,664 -12%
IAN
256
Integrated Advisors Network
Texas
$1.22M -$139K -7,482 -10%
TI
257
tru Independence
Oregon
$1.21M +$1.21M +65,319 New
ML
258
McAdam LLC
Pennsylvania
$1.21M +$162K +8,742 +15%
FLPIM
259
F.L. Putnam Investment Management
Massachusetts
$1.2M -$183K -9,861 -13%
BC
260
Bartlett & Co
Ohio
$1.19M -$15.3K -825 -1%
BCWM
261
Bartlett & Co Wealth Management
Ohio
$1.19M -$15.3K -825 -1%
CIAS
262
Capital Investment Advisory Services
North Carolina
$1.18M -$145K -7,836 -11%
NRI
263
NFP Retirement Inc
California
$1.17M +$262K +14,157 +29%
NYLIM
264
New York Life Investment Management
New York
$1.16M +$929K +50,151 +397%
ECG
265
Edge Capital Group
Georgia
$1.16M +$333 +18 +0%
AL
266
Aspiriant LLC
California
$1.16M -$30.6K -1,653 -3%
PG
267
Prostatis Group
Maryland
$1.14M +$460K +24,849 +67%
MCM
268
MAI Capital Management
Ohio
$1.13M -$193K -10,425 -15%
VCM
269
Vivaldi Capital Management
Illinois
$1.13M -$29K -1,563 -3%
SPP
270
Single Point Partners
Massachusetts
$1.12M +$2.78K +150 +0.2%
FA
271
Fagan Associates
New York
$1.12M -$54.4K -2,937 -5%
MWM
272
Meridian Wealth Management
Kentucky
$1.12M -$123K -6,639 -10%
BIA
273
Barry Investment Advisors
Massachusetts
$1.11M -$30.3K -1,635 -3%
PA
274
Pinnacle Associates
New York
$1.1M +$46.7K +2,520 +4%
HI
275
Hudock Inc
Pennsylvania
$1.09M -$15.3K -828 -1%
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11
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