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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
276
One Charles Private Wealth Services
Massachusetts
$911K -$69.1K -3,774 -6%
AF
277
Advisornet Financial
Minnesota
$903K +$11.7K +639 +1%
BIA
278
Barry Investment Advisors
Massachusetts
$888K +$4.39K +240 +0.4%
PCM
279
Pennsylvania Capital Management
Pennsylvania
$888K +$54.9K +2,997 +5%
ECG
280
Edge Capital Group
Georgia
$879K +$439 +24 +0%
DW
281
Domani Wealth
Pennsylvania
$869K -$825K -45,036 -42%
FAG
282
Financial Advisory Group
Texas
$867K -$191K -10,431 -14%
CFS
283
CRA Financial Services
New Jersey
$862K +$86.2K +4,707 +8%
AIC
284
Ameritas Investment Company
Nebraska
$862K +$823K +44,958 +270%
PWMG
285
Prestige Wealth Management Group
New Jersey
$861K -$78.1K -4,263 -7%
CAG
286
Curtis Advisory Group
California
$851K -$221K -12,045 -17%
AGA
287
Arkos Global Advisors
Texas
$849K +$1.11M +60,405 New
SP
288
SWS Partners
Ohio
$849K +$1.11M +60,405 New
ML
289
McAdam LLC
Pennsylvania
$827K +$80.1K +4,374 +8%
OCM
290
One Capital Management
California
$818K -$165K -8,985 -13%
AMM
291
American Money Management
California
$810K -$2.91K -159 -0.3%
AFG
292
Arkansas Financial Group
Arkansas
$805K +$28.3K +1,548 +3%
BWL
293
Bogart Wealth LLC
Virginia
$804K +$97.1K +5,304 +10%
WCM
294
Wisconsin Capital Management
Wisconsin
$794K – – –
PWSG
295
Pacific Wealth Strategies Group
California
$793K -$882K -48,183 -46%
LJAC
296
L.J. Altfest & Co
New York
$785K +$6.32K +345 +0.6%
KWM
297
Kingsview Wealth Management
Oregon
$784K +$73.4K +4,011 +8%
SAM
298
Sawgrass Asset Management
Florida
$781K +$344K +18,810 +51%
IFS
299
Ifrah Financial Services
Arkansas
$779K -$5.55K -303 -0.5%
PCM
300
Parsons Capital Management
Rhode Island
$775K +$13.7K +747 +1%
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