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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
301
Genesee Capital Advisors
New York
$711K -$9.81K -549 -1%
BPM
302
Bowling Portfolio Management
Ohio
$711K +$68.8K +3,852 +11%
OPA
303
Old Port Advisors
Maine
$709K -$2.41K -135 -0.4%
WCM
304
Wisconsin Capital Management
Wisconsin
$692K – – –
NSAM
305
North Star Asset Management
Wisconsin
$687K +$187K +10,455 +39%
LPIC
306
LeJeune Puetz Investment Counsel
Michigan
$681K -$53.6K -2,997 -8%
PFBT
307
Parkside Financial Bank & Trust
Missouri
$680K -$7.5K -420 -1%
BPWA
308
Beacon Pointe Wealth Advisors
California
$679K -$49.1K -2,748 -7%
DP
309
DDD Partners
Washington
$676K +$14.7K +822 +2%
SIC
310
Sigma Investment Counselors
Michigan
$660K +$33.8K +1,890 +6%
FWM
311
Frontier Wealth Management
Missouri
$656K +$16.3K +912 +3%
CFS
312
CRA Financial Services
New Jersey
$648K -$72.2K -4,041 -10%
WIA
313
Wealthstreet Investment Advisors
Texas
$647K -$22K -1,233 -3%
IWM
314
IHT Wealth Management
Illinois
$631K +$30.9K +1,731 +5%
CF
315
Centaurus Financial
California
$629K +$395K +22,086 +184%
SG
316
StoneX Group
New York
$611K +$97.2K +5,442 +20%
LNB
317
Ledyard National Bank
$601K – – –
UAS
318
United Asset Strategies
New York
$592K +$573K +32,052 New
CIR
319
Clear Investment Research
Georgia
$588K +$36.6K +2,046 +7%
GAM
320
Garrison Asset Management
Arkansas
$585K +$3.32K +186 +0.6%
ML
321
McAdam LLC
Pennsylvania
$583K +$167K +9,336 +42%
TC
322
Telemus Capital
Michigan
$577K -$19K -1,065 -3%
AIM
323
Aspen Investment Management
Michigan
$576K -$8.04K -450 -1%
PFM
324
Phillips Financial Management
Indiana
$571K -$191K -10,707 -26%
AI
325
Atria Investments
North Carolina
$559K +$45K +2,517 +9%
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13
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