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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PLFAM
326
Pineno Levin & Ford Asset Management
Virginia
$1.38M +$21.3K +825 +2%
GRP
327
Global Retirement Partners
California
$1.35M +$1.02M +39,525 +321%
SSWM
328
Sheets Smith Wealth Management
North Carolina
$1.33M +$46.4K +1,797 +4%
CAM
329
Chandler Asset Management
California
$1.33M +$3.33K +129 +0.3%
PA
330
Planning Alternatives
Michigan
$1.32M -$75.7K -2,931 -5%
KWM
331
Kingsview Wealth Management
Oregon
$1.32M -$10.4K -402 -0.8%
SAM
332
S.A. Mason
Michigan
$1.31M +$8.14K +315 +0.6%
HI
333
Hudock Inc
Pennsylvania
$1.31M +$3.18K +123 +0.2%
IFS
334
Ifrah Financial Services
Arkansas
$1.29M -$8.21K -318 -0.6%
OIM
335
Orca Investment Management
Oregon
$1.29M -$117K -4,536 -8%
LJAC
336
L.J. Altfest & Co
New York
$1.28M +$2.02K +78 +0.2%
FAG
337
Financial Advisory Group
Texas
$1.28M +$153K +5,940 +14%
QCG
338
Quadrant Capital Group
Ohio
$1.27M -$4.73K -183 -0.4%
DW
339
Domani Wealth
Pennsylvania
$1.27M -$7.52K -291 -0.6%
PG
340
Prostatis Group
Maryland
$1.26M -$106K -4,095 -8%
MWA
341
Motive Wealth Advisors
Michigan
$1.25M +$1.24M +48,069 New
CI
342
Cordant Inc
Oregon
$1.25M +$147K +5,679 +13%
WCM
343
Wisconsin Capital Management
Wisconsin
$1.25M – – –
RIM
344
Rockbridge Investment Management
New York
$1.25M +$71.6K +2,772 +6%
AC
345
Abbrea Capital
California
$1.24M +$200K +7,740 +19%
SMC
346
Smith, Moore & Co
Missouri
$1.24M -$51.5K -1,992 -4%
BIA
347
Bigelow Investment Advisors
Maine
$1.23M – – –
LB
348
Legacy Bridge
Iowa
$1.23M – – –
CA
349
Cambridge Advisors
Nebraska
$1.23M +$1.01K +39 +0.1%
NCM
350
Novare Capital Management
North Carolina
$1.22M +$90.5K +3,504 +8%
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