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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
301
Pinnacle Associates
New York
$1.94M +$21K +789 +1%
KIA
302
KCM Investment Advisors
California
$1.93M -$40K -1,500 -2%
WKSWA
303
White Knight Strategic Wealth Advisors
New Jersey
$1.88M +$1.87M +70,011 New
SWM
304
Spire Wealth Management
Virginia
$1.87M -$7.12K -267 -0.4%
IAN
305
Integrated Advisors Network
Texas
$1.86M +$55.5K +2,082 +3%
CA
306
Continuum Advisory
Idaho
$1.86M +$200K +7,503 +12%
WOSD
307
WFA of San Diego
California
$1.79M +$1.12K +42 +0.1%
AL
308
ACAS LLC
California
$1.78M -$17.8K -666 -1%
FBB
309
Fulton Breakefield Broenniman
Maryland
$1.78M +$10.6K +396 +0.6%
IF
310
Ironwood Financial
Arizona
$1.76M -$22.5K -843 -1%
FC
311
Fulcrum Capital
Washington
$1.73M -$610K -22,878 -26%
PAMG
312
Patton Albertson Miller Group
Tennessee
$1.72M -$4.16K -156 -0.2%
IWP
313
IAG Wealth Partners
Wisconsin
$1.72M +$13K +489 +0.8%
MFC
314
Morris Financial Concepts
South Carolina
$1.71M +$1.7M +63,891 New
FA
315
Fagan Associates
New York
$1.7M -$13K -489 -0.8%
DWM
316
Destination Wealth Management
California
$1.7M -$47K -1,764 -3%
LWM
317
Laidlaw Wealth Management
New York
$1.69M +$1.69M +63,189 New
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$1.68M +$136K +5,094 +9%
ECG
319
Edge Capital Group
Georgia
$1.68M +$480 +18 +0%
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$1.68M -$20.3K -762 -1%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$1.67M +$62.9K +2,358 +4%
BC
322
Bartlett & Co
Ohio
$1.67M +$62.9K +2,358 +4%
BL
323
BFSG LLC
California
$1.66M +$90.2K +3,381 +6%
SPP
324
Single Point Partners
Massachusetts
$1.63M +$1.62M +60,807 New
AWM
325
Apollon Wealth Management
South Carolina
$1.62M +$1.12M +42,126 +162%
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