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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
326
Benchmark Wealth Management
Connecticut
$635K -$59.3K -3,237 -7%
DP
327
DDD Partners
Washington
$621K +$84.9K +4,638 +12%
FPCG
328
Fort Pitt Capital Group
Pennsylvania
$608K -$741K -40,488 -48%
CWS
329
Cypress Wealth Services
California
$607K -$327K -17,865 -29%
SCA
330
Strategic Capital Advisers
Colorado
$607K -$10.2K -555 -1%
VC
331
Vicus Capital
Pennsylvania
$606K -$15.5K -849 -2%
VCM
332
Vivaldi Capital Management
Illinois
$596K +$2.09K +114 +0.3%
LWMM
333
Legacy Wealth Management (Mississippi)
Mississippi
$590K -$989K -54,000 -56%
FWM
334
Frontier Wealth Management
Missouri
$586K +$161K +8,805 +27%
IFG
335
Independent Financial Group
California
$585K +$762K +41,613 New
CMO
336
Covenant Multifamily Offices
Texas
$576K -$659K -35,997 -47%
ACA
337
Ascension Capital Advisors
Texas
$575K -$1.19M -64,773 -61%
BPM
338
Bowling Portfolio Management
Ohio
$573K -$5.38K -294 -0.7%
SIC
339
Sigma Investment Counselors
Michigan
$572K +$45.2K +2,466 +6%
CM
340
Columbus Macro
Pennsylvania
$558K -$58.5K -3,195 -7%
PWA
341
Peterson Wealth Advisors
Utah
$558K +$727K +39,702 New
SFWA
342
Summit Financial Wealth Advisors
Louisiana
$552K -$68.5K -3,741 -9%
PGAM
343
Princeton Global Asset Management
New Jersey
$547K +$27.9K +1,524 +4%
IIC
344
Integrated Investment Consultants
Michigan
$544K -$275K -15,000 -28%
PFS
345
Prospera Financial Services
Texas
$532K +$100K +5,481 +17%
AC
346
Abbrea Capital
California
$529K -$99.7K -5,445 -13%
WA
347
WBH Advisory
Maryland
$525K -$217K -11,829 -24%
FC
348
Ferris Capital
Massachusetts
$521K -$188K -10,269 -22%
PWMAG
349
Pinnacle Wealth Management Advisory Group
New Jersey
$521K -$13.2K -720 -2%
VVP
350
Venture Visionary Partners
Ohio
$514K -$15.2K -828 -2%
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