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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
276
SeaCrest Wealth Management
New York
$2.72M +$8.18K +281 +0.3%
MG
277
Mather Group
Illinois
$2.7M -$4.02K -138 -0.2%
LF
278
LifeSteps Financial
California
$2.69M -$20K -688 -0.8%
TWM
279
Tradition Wealth Management
Minnesota
$2.69M -$19.7K -678 -0.7%
ASN
280
Advisory Services Network
Georgia
$2.69M +$262 +9 +0%
LCM
281
Leisure Capital Management
California
$2.66M -$10.8K -372 -0.4%
KWA
282
Kingswood Wealth Advisors
California
$2.66M +$103K +3,544 +4%
BCM
283
Boltwood Capital Management
California
$2.63M +$116K +3,985 +5%
JWS
284
Juncture Wealth Strategies
Arizona
$2.62M -$261K -8,957 -9%
BFS
285
Burkett Financial Services
South Carolina
$2.62M -$26.1K -896 -1%
WW
286
Waterfront Wealth
Kansas
$2.61M +$28K +962 +1%
VAF
287
Values Added Financial
District of Columbia
$2.59M +$59.9K +2,057 +2%
SPA
288
Sentinel Pension Advisors
Massachusetts
$2.52M -$30.3K -1,041 -1%
UIA
289
Ulland Investment Advisors
Minnesota
$2.52M -$22K -755 -0.9%
PA
290
PFG Advisors
Arizona
$2.51M +$2.47M +84,718 New
B
291
Bensler
Washington
$2.51M -$198K -6,791 -7%
VFPW
292
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.51M -$102K -3,520 -4%
PF
293
PlanWiser Financial
Colorado
$2.5M +$10.4K +357 +0.4%
CA
294
Centerpoint Advisors
Massachusetts
$2.49M – – –
ACA
295
Affinity Capital Advisors
California
$2.46M -$211K -7,243 -8%
AIM
296
Athena Investment Management
California
$2.46M +$28.1K +967 +1%
MAM
297
Marquette Asset Management
Minnesota
$2.43M -$961 -33 -0%
CFS
298
CRA Financial Services
New Jersey
$2.43M -$14.7K -506 -0.6%
PIA
299
Panoramic Investment Advisors
Colorado
$2.41M +$506K +17,377 +27%
MHC
300
May Hill Capital
Massachusetts
$2.41M -$108K -3,720 -4%
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