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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
376
First Personal Financial Services
North Carolina
$29K – – –
PA
377
Parallel Advisors
California
$28K +$18.4K +1,020 +184%
CMBA
378
C.M. Bidwell & Associates
Hawaii
$26K -$21.4K -1,185 -46%
AWM
379
AllSquare Wealth Management
New York
$25K – – –
B
380
Bridgeworth
Alabama
$25K +$25.2K +1,395 New
FHA
381
First Horizon Advisors
Tennessee
$21K +$20.3K +1,125 New
ADL
382
Asset Dedication LLC
California
$20K +$19.3K +1,068 New
PWAG
383
Polaris Wealth Advisory Group
California
$19K -$8.09K -447 -30%
PO
384
Private Ocean
California
$17K -$8.25K -456 -33%
NSIM
385
North Star Investment Management
Illinois
$15K – – –
HDIM
386
Hanson & Doremus Investment Management
Vermont
$14K +$42.4K +2,346 New
BWP
387
Baldwin Wealth Partners
Massachusetts
$13K – – –
CB
388
CNB Bank
Pennsylvania
$12K – – –
HI
389
Hudock Inc
Pennsylvania
$12K – – –
VIA
390
Vantage Investment Advisors
Pennsylvania
$12K +$271 +15 +2%
RCG
391
Ruggie Capital Group
Florida
$11K -$48.2K -2,664 -81%
ME
392
McIlrath & Eck
Washington
$9K – – –
TL
393
TrueWealth LLC
Georgia
$9K – – –
1IA
394
1834 Investment Advisors
Wisconsin
$8K – – –
SIAP
395
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$8K – – –
CFD
396
Creative Financial Designs
Indiana
$7K – – –
HCM
397
Horrell Capital Management
Arkansas
$7K – – –
FMP
398
Financial Management Professionals
Texas
$6K – – –
RBC
399
Roble Belko & Company
Pennsylvania
$6K – – –
SMG
400
Spectrum Management Group
Indiana
$6K – – –
14 15
16
17 18