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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
376
MUFG Americas
New York
$904K -$728 -30 -0.1%
CWM
377
Cornerstone Wealth Management
Missouri
$881K -$12.2K -504 -1%
BI
378
Berkeley Inc
Idaho
$880K +$1.6K +66 +0.2%
BW
379
Bison Wealth
Georgia
$880K -$76.6K -3,156 -8%
SFWA
380
Summit Financial Wealth Advisors
Louisiana
$868K -$40.3K -1,662 -4%
CPIG
381
Chicago Partners Investment Group
Illinois
$868K +$70.3K +2,898 +10%
LPIC
382
LeJeune Puetz Investment Counsel
Michigan
$865K +$73 +3 +0%
MCM
383
Mitchell Capital Management
Kansas
$863K -$123K -5,088 -13%
AO
384
Advisor OS
Illinois
$860K +$841K +34,665 New
SCM
385
SOL Capital Management
Maryland
$858K -$14.2K -585 -2%
FNBT
386
FineMark National Bank & Trust
Florida
$858K -$12.8K -528 -2%
CWS
387
Cypress Wealth Services
California
$855K +$156K +6,441 +23%
GC
388
Grimes & Company
Massachusetts
$853K -$9.24K -381 -1%
AFA
389
Arlington Financial Advisors
California
$850K +$58.9K +2,427 +8%
SIC
390
Sigma Investment Counselors
Michigan
$847K -$17.3K -714 -2%
CAM
391
Cozad Asset Management
Illinois
$845K – – –
PAM
392
Pegasus Asset Management
New York
$844K +$8.59K +354 +1%
CS
393
Comerica Securities
Michigan
$838K -$88.5K -3,648 -10%
NGA
394
Naples Global Advisors
Florida
$834K +$80.9K +3,333 +11%
HA
395
Harfst & Associates
Wyoming
$830K -$10.9K -450 -1%
FAIM
396
Financial Advocates Investment Management
Washington
$826K +$26.1K +1,074 +3%
VVP
397
Venture Visionary Partners
Ohio
$820K -$39.6K -1,632 -5%
TC
398
Tatro Capital
Kentucky
$804K -$38K -1,566 -5%
PGAM
399
Princeton Global Asset Management
New Jersey
$802K -$38.4K -1,584 -5%
PFBT
400
Parkside Financial Bank & Trust
Missouri
$794K -$37K -1,524 -5%
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