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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
VVP
376
Venture Visionary Partners
Ohio
$788K +$15.8K +759 +2%
CAM
377
Cozad Asset Management
Illinois
$774K – – –
TC
378
Tatro Capital
Kentucky
$772K -$79.5K -3,813 -10%
PGAM
379
Princeton Global Asset Management
New Jersey
$771K -$42.1K -2,019 -6%
HA
380
Harfst & Associates
Wyoming
$771K -$8.88K -426 -1%
PAM
381
Pegasus Asset Management
New York
$765K – – –
PFC
382
Phocas Financial Corp
California
$763K – – –
PFBT
383
Parkside Financial Bank & Trust
Missouri
$762K – – –
HI
384
Human Investing
Oregon
$747K -$32.5K -1,560 -5%
IWM
385
IHT Wealth Management
Illinois
$744K +$19.5K +936 +3%
SFWA
386
Summit Financial Wealth Advisors
Louisiana
$737K +$34.7K +1,662 +4%
FAIM
387
Financial Advocates Investment Management
Washington
$732K +$211K +10,098 +46%
WAM
388
WNY Asset Management
New York
$730K +$670K +32,136 New
HWA
389
Heritage Way Advisors
Illinois
$727K +$66.3K +3,177 +11%
CPIG
390
Chicago Partners Investment Group
Illinois
$723K +$46.2K +2,214 +8%
AFA
391
Arlington Financial Advisors
California
$723K +$59.1K +2,832 +10%
OBWG
392
Onyx Bridge Wealth Group
New York
$718K +$658K +31,572 New
NIM
393
Nicollet Investment Management
Minnesota
$702K +$405K +19,428 +170%
EP
394
Eudaimonia Partners
Tennessee
$699K – – –
SSWG
395
Seven Springs Wealth Group
Tennessee
$696K +$2.25K +108 +0.4%
HA
396
HYA Advisors
Missouri
$695K +$188 +9 +0%
PFS
397
Prospera Financial Services
Texas
$692K +$554K +26,565 +695%
TAM
398
Townsend Asset Management
North Carolina
$691K -$53.2K -2,553 -8%
CHA
399
Cooper/Haims Advisors
New York
$690K -$89K -4,269 -12%
TFS
400
Thoroughbred Financial Services
Tennessee
$690K +$250 +12 +0%
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16
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