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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
326
Coldstream Capital Management
Washington
$409K +$58.2K +3,330 +15%
PFC
327
Phocas Financial Corp
California
$406K – – –
BWL
328
Bogart Wealth LLC
Virginia
$403K +$78.4K +4,488 +22%
FNBT
329
FineMark National Bank & Trust
Florida
$399K -$36.7K -2,100 -8%
FRA
330
Front Row Advisors
California
$397K +$8.86K +507 +2%
RWM
331
Reston Wealth Management
Virginia
$394K +$430K +24,630 New
BWP
332
BSW Wealth Partners
Colorado
$379K +$228K +13,056 +122%
HGWM
333
Harvest Group Wealth Management
Massachusetts
$376K -$12K -684 -3%
PWM
334
Perigon Wealth Management
California
$375K -$41K -2,349 -10%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$375K +$9.86K +564 +2%
SCM
336
SOL Capital Management
Maryland
$372K +$136K +7,755 +50%
FAIM
337
Financial Advocates Investment Management
Washington
$365K +$61.9K +3,540 +18%
PGAM
338
Princeton Global Asset Management
New Jersey
$360K +$394K +22,557 New
BCM
339
Boltwood Capital Management
California
$357K +$35.2K +2,016 +10%
SC
340
Slow Capital
California
$356K +$25.3K +1,446 +7%
ML
341
McAdam LLC
Pennsylvania
$355K +$293K +16,794 +308%
TF
342
Trek Financial
Arizona
$352K +$385K +22,014 New
MOS
343
MGO One Seven
Ohio
$349K – – –
MMHP
344
Murphy Middleton Hinkle & Parker
Georgia
$347K +$472 +27 +0.1%
AIM
345
Avity Investment Management
Connecticut
$344K – – –
PFM
346
Peak Financial Management
Massachusetts
$341K +$373K +21,360 New
SG
347
Somerset Group
Minnesota
$335K -$1.78K -102 -0.5%
AFA
348
Arlington Financial Advisors
California
$326K +$5.61K +321 +2%
CPIG
349
Chicago Partners Investment Group
Illinois
$326K +$102K +5,859 +44%
RPA
350
Rock Point Advisors
Vermont
$325K +$1.83K +105 +0.5%
12 13
14
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