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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
376
Parsons Capital Management
Rhode Island
$960K -$41.6K -1,611 -4%
WAP
377
Wealthcare Advisory Partners
Pennsylvania
$939K +$151K +5,844 +19%
MA
378
MUFG Americas
New York
$937K -$13.6K -525 -1%
NGA
379
Naples Global Advisors
Florida
$920K +$42.5K +1,644 +5%
MCM
380
Mitchell Capital Management
Kansas
$910K +$2.25K +87 +0.3%
SIC
381
Sigma Investment Counselors
Michigan
$909K +$18.4K +711 +2%
AFA
382
Arlington Financial Advisors
California
$907K +$13.3K +516 +2%
AO
383
Advisor OS
Illinois
$904K – – –
BI
384
Berkeley Inc
Idaho
$903K -$22.8K -882 -2%
CIAS
385
Capital Investment Advisory Services
North Carolina
$901K -$300K -11,634 -25%
CAM
386
Cozad Asset Management
Illinois
$897K +$7.75K +300 +0.9%
FT
387
Fiduciary Trust
Massachusetts
$896K +$112K +4,350 +15%
LPIC
388
LeJeune Puetz Investment Counsel
Michigan
$894K -$15.4K -597 -2%
TPW
389
Tiller Private Wealth
Pennsylvania
$889K +$557K +21,570 +172%
VVP
390
Venture Visionary Partners
Ohio
$883K +$21.2K +822 +2%
FAIM
391
Financial Advocates Investment Management
Washington
$881K +$12.1K +468 +1%
PAM
392
Pegasus Asset Management
New York
$880K -$7.59K -294 -0.9%
CS
393
Comerica Securities
Michigan
$880K -$1.08K -42 -0.1%
FNBT
394
FineMark National Bank & Trust
Florida
$877K -$25.6K -990 -3%
HA
395
Harfst & Associates
Wyoming
$873K – – –
GC
396
Grimes & Company
Massachusetts
$867K -$29.2K -1,131 -3%
SCM
397
SOL Capital Management
Maryland
$866K -$36K -1,395 -4%
HWMA
398
Heritage Wealth Management (Arizona)
Arizona
$848K +$840K +32,517 New
HWA
399
Heritage Way Advisors
Illinois
$840K +$21.4K +828 +3%
EP
400
Eudaimonia Partners
Tennessee
$832K +$29.6K +1,146 +4%
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16
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