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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
376
Naples Global Advisors
Florida
$513K +$8.8K +540 +2%
HIC
377
Holderness Investments Company
North Carolina
$513K +$94.8K +5,814 +25%
FWM
378
Frontier Wealth Management
Missouri
$510K -$206K -12,621 -30%
CWS
379
Cypress Wealth Services
California
$509K -$231K -14,163 -33%
VVP
380
Venture Visionary Partners
Ohio
$502K -$130K -7,965 -22%
WIA
381
Wealthstreet Investment Advisors
Texas
$497K -$96.6K -5,925 -17%
OFS
382
Oldfather Financial Services
Nebraska
$493K +$489 +30 +0.1%
MMHP
383
Murphy Middleton Hinkle & Parker
Georgia
$483K +$5.92K +363 +1%
BCWM
384
Blue Chip Wealth Management
Florida
$478K -$87K -5,337 -16%
SCA
385
Strategic Capital Advisers
Colorado
$470K -$267K -16,392 -38%
EWA
386
EP Wealth Advisors
California
$470K -$242K -14,850 Closed
SWM
387
Southern Wealth Management
Texas
$457K -$468K -28,719 -52%
BFA
388
Beaumont Financial Advisors
Massachusetts
$450K -$178K -10,905 -30%
SCM
389
Stordahl Capital Management
Colorado
$448K -$27.9K -1,713 -6%
DBRC
390
D.B. Root & Company
Pennsylvania
$446K -$112K -6,867 -21%
APP
391
Avantax Planning Partners
Iowa
$446K -$17.5K -1,074 -4%
SCM
392
Southport Capital Management
Tennessee
$445K +$413K +25,365 New
FRA
393
Front Row Advisors
California
$436K +$4.89K +300 +1%
HIC
394
Hartline Investment Corp
Illinois
$432K -$43.4K -2,664 -10%
GIA
395
Gladstone Institutional Advisory
Florida
$426K -$863K -52,944 -69%
NCM
396
Next Capital Management
New York
$424K -$22.8K -1,398 -5%
HWA
397
Heritage Way Advisors
Illinois
$423K +$1.96K +120 +0.5%
CNFG
398
Creegan & Nassoura Financial Group
New Hampshire
$419K -$7.33K -450 -2%
TWM
399
Triton Wealth Management
Arizona
$417K -$37.7K -2,313 -9%
SPC
400
Sigma Planning Corp
Michigan
$415K -$71.7K -4,398 -16%
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