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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
401
Berkeley Inc
Idaho
$833K -$52.1K -1,995 -6%
FNBT
402
FineMark National Bank & Trust
Florida
$824K -$35.7K -1,365 -4%
PGAM
403
Princeton Global Asset Management
New Jersey
$817K +$12.5K +480 +2%
PFM
404
Phillips Financial Management
Indiana
$817K +$836K +31,989 New
AA
405
Alesco Advisors
New York
$807K -$5.17K -198 -0.6%
TFS
406
Thoroughbred Financial Services
Tennessee
$801K +$11.9K +456 +1%
PCM
407
Pennsylvania Capital Management
Pennsylvania
$797K +$49.6K +1,899 +7%
OPA
408
Old Port Advisors
Maine
$792K -$1.02K -39 -0.1%
GT
409
Greenleaf Trust
Michigan
$789K +$483K +18,480 +149%
PA
410
PFG Advisors
Arizona
$788K +$58.7K +2,247 +8%
TC
411
Tatro Capital
Kentucky
$782K -$32.3K -1,236 -4%
TAM
412
Townsend Asset Management
North Carolina
$780K +$1.49K +57 +0.2%
SSWG
413
Seven Springs Wealth Group
Tennessee
$776K – – –
BCA
414
Bay Colony Advisors
Massachusetts
$764K +$192K +7,347 +33%
ACI
415
Alpha Cubed Investments
California
$758K – – –
SF
416
Synovus Financial
Georgia
$742K -$5.72K -219 -0.8%
WAM
417
WNY Asset Management
New York
$732K -$70K -2,679 -9%
WCM
418
Wealthcare Capital Management
Virginia
$728K +$21.6K +825 +3%
MA
419
Modus Advisors
Minnesota
$724K -$9.33K -357 -1%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$720K – – –
SWM
421
Stockman Wealth Management
Montana
$718K -$468K -17,916 -39%
CG
422
Colony Group
Massachusetts
$701K +$289K +11,070 +68%
HIC
423
Holderness Investments Company
North Carolina
$689K -$32.2K -1,233 -4%
PFS
424
Prospera Financial Services
Texas
$687K +$2.43K +93 +0.3%
BW
425
Bison Wealth
Georgia
$673K – – –
15 16
17
18 19