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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
351
Venture Visionary Partners
Ohio
$627K +$97.6K +5,271 +18%
LPIC
352
LeJeune Puetz Investment Counsel
Michigan
$624K +$111 +6 +0%
PAM
353
Pegasus Asset Management
New York
$623K -$34.4K -1,857 -5%
PFC
354
Phocas Financial Corp
California
$621K – – –
PFBT
355
Parkside Financial Bank & Trust
Missouri
$620K -$55.3K -2,985 -8%
TAM
356
Townsend Asset Management
North Carolina
$609K -$237K -12,771 -28%
GVAG
357
Great Valley Advisor Group
Delaware
$588K -$499K -26,922 -46%
IWM
358
IHT Wealth Management
Illinois
$588K +$44.5K +2,403 +8%
PIA
359
Pinion Investment Advisors
Kansas
$580K – – –
ACA
360
Ascension Capital Advisors
Texas
$579K -$187K -10,068 -24%
CM
361
Columbus Macro
Pennsylvania
$579K -$115K -6,186 -17%
WAP
362
Wealthcare Advisory Partners
Pennsylvania
$568K -$22.3K -1,203 -4%
EP
363
Eudaimonia Partners
Tennessee
$568K – – –
CWM
364
Confluence Wealth Management
Oregon
$566K -$3.01M -162,450 -84%
HA
365
HYA Advisors
Missouri
$566K -$81.2K -4,383 -13%
SSWG
366
Seven Springs Wealth Group
Tennessee
$564K +$3.95K +213 +0.7%
TFS
367
Thoroughbred Financial Services
Tennessee
$561K -$28.2K -1,521 -5%
FT
368
Fiduciary Trust
Massachusetts
$560K -$69.5K -3,750 -11%
HIC
369
Holderness Investments Company
North Carolina
$550K +$9.17K +495 +2%
PSF
370
Pacific Sun Financial
California
$546K -$41.7K -2,250 -7%
ACI
371
Alpha Cubed Investments
California
$546K -$13.2K -711 -2%
CPIG
372
Chicago Partners Investment Group
Illinois
$544K +$126K +6,822 +32%
NGA
373
Naples Global Advisors
Florida
$543K +$2.22K +120 +0.4%
FRA
374
Front Row Advisors
California
$540K -$1.95K -105 -0.4%
AFA
375
Arlington Financial Advisors
California
$536K -$33.2K -1,791 -6%
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