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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
351
BCWM LLC
Kansas
$460K +$12.7K +681 +3%
PA
352
Pinnacle Associates
New York
$445K +$59.6K +3,186 +16%
PIA
353
Pinion Investment Advisors
Kansas
$443K +$139K +7,407 +47%
BCM
354
Breiter Capital Management
Florida
$442K +$435K +23,253 New
EWA
355
EP Wealth Advisors
California
$436K +$6.51K +348 +2%
AFA
356
Arlington Financial Advisors
California
$436K +$23.2K +1,239 +6%
KP
357
Keel Point
Alabama
$433K -$8.33M -445,539 -95%
MMHP
358
Murphy Middleton Hinkle & Parker
Georgia
$430K +$14.2K +759 +3%
PWM
359
Perigon Wealth Management
California
$427K +$4.49K +240 +1%
SG
360
Somerset Group
Minnesota
$426K +$25.1K +1,344 +6%
COI
361
Capital One Investing
Virginia
$418K +$411K +21,990 New
MOS
362
MGO One Seven
Ohio
$416K – – –
AIM
363
Avity Investment Management
Connecticut
$409K -$1.4K -75 -0.3%
PA
364
Parallel Advisors
California
$409K +$359K +19,197 +827%
TC
365
Telemus Capital
Michigan
$406K -$168K -8,979 -29%
CPIG
366
Chicago Partners Investment Group
Illinois
$401K +$22.7K +1,212 +6%
GPC
367
Glacier Peak Capital
Washington
$393K +$152K +8,103 +65%
FNBT
368
FineMark National Bank & Trust
Florida
$388K -$58.3K -3,114 -13%
CB
369
Chemical Bank
Michigan
$382K +$68.7K +3,675 +22%
CIM
370
Contravisory Investment Management
Massachusetts
$380K +$12.2K +651 +3%
MCWS
371
McKinley Carter Wealth Services
West Virginia
$372K +$19.1K +1,023 +6%
RWM
372
Reston Wealth Management
Virginia
$360K – – –
HWA
373
Heritage Way Advisors
Illinois
$357K +$20.2K +1,080 +6%
BWP
374
BSW Wealth Partners
Colorado
$356K -$9.93K -531 -3%
VBFP
375
Valtinson Bruner Financial Planning
Minnesota
$352K -$5.61K -300 -2%
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