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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
301
Hartline Investment Corp
Illinois
$767K -$303K -16,206 -29%
OPA
302
Old Port Advisors
Maine
$758K +$17.2K +921 +2%
AG
303
Appleton Group
Wisconsin
$753K +$175K +9,381 +31%
BPM
304
Bowling Portfolio Management
Ohio
$737K +$3.2K +171 +0.4%
PPP
305
Private Portfolio Partners
New Jersey
$735K +$293K +15,642 +68%
FWM
306
Frontier Wealth Management
Missouri
$723K +$45.3K +2,424 +7%
LPIC
307
LeJeune Puetz Investment Counsel
Michigan
$719K +$16.3K +870 +2%
DBRC
308
D.B. Root & Company
Pennsylvania
$717K -$122K -6,522 -15%
OWM
309
Opes Wealth Management
California
$705K -$50.8K -2,718 -7%
B
310
Bailard
California
$704K +$188K +10,029 +37%
SIC
311
Sigma Investment Counselors
Michigan
$703K +$22.2K +1,188 +3%
DP
312
DDD Partners
Washington
$701K +$4.55K +243 +0.7%
BTS
313
BB&T Securities
Virginia
$700K -$84.9K -4,536 -11%
PFBT
314
Parkside Financial Bank & Trust
Missouri
$700K -$1.07K -57 -0.2%
ML
315
McAdam LLC
Pennsylvania
$699K +$96.2K +5,142 +16%
CHA
316
Cooper/Haims Advisors
New York
$695K -$49.8K -2,661 -7%
CCM
317
Coldstream Capital Management
Washington
$668K +$108K +5,751 +20%
FPCG
318
Fort Pitt Capital Group
Pennsylvania
$665K -$3.92M -209,793 -86%
WIA
319
Wealthstreet Investment Advisors
Texas
$664K -$3.59K -192 -0.5%
CGFA
320
Colton Groome Financial Advisors
North Carolina
$659K +$648K +34,638 New
CFGS
321
Concourse Financial Group Securities
Alabama
$633K +$583K +31,170 +1,562%
CAN
322
Cetera Advisor Networks
California
$632K +$207K +11,082 +50%
LNB
323
Ledyard National Bank
$620K – – –
SG
324
StoneX Group
New York
$618K -$13.4K -714 -2%
GAM
325
Garrison Asset Management
Arkansas
$601K -$1.96K -105 -0.3%
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