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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
401
Clear Investment Research
Georgia
$961K +$5.49K +219 +0.6%
EP
402
Eudaimonia Partners
Tennessee
$950K +$942K +37,584 New
BPM
403
Bowling Portfolio Management
Ohio
$942K -$4.06K -162 -0.4%
AGA
404
Arkos Global Advisors
Texas
$940K -$33.5K -1,335 -3%
OCM
405
One Capital Management
California
$938K -$174K -6,948 -16%
CAM
406
Cozad Asset Management
Illinois
$924K – – –
SF
407
Summit Financial
New Jersey
$920K +$2.48K +99 +0.3%
SFWA
408
Summit Financial Wealth Advisors
Louisiana
$911K – – –
CI
409
Cordant Inc
Oregon
$908K -$286K -11,418 -24%
BCI
410
Brinker Capital Investments
Pennsylvania
$899K -$19.1K -762 -2%
SIC
411
Sigma Investment Counselors
Michigan
$896K +$9.93K +396 +1%
EWA
412
EP Wealth Advisors
California
$895K +$266K +10,620 +43%
FAIM
413
Financial Advocates Investment Management
Washington
$892K -$2.18K -87 -0.2%
PAM
414
Pegasus Asset Management
New York
$887K – – –
OPS
415
Orion Portfolio Solutions
Nebraska
$887K +$133K +5,298 +18%
CGFA
416
Colton Groome Financial Advisors
North Carolina
$885K +$70.4K +2,808 +9%
CWM
417
Cornerstone Wealth Management
Missouri
$884K -$17.2K -687 -2%
DI
418
Diligent Investors
California
$880K +$13.2K +525 +2%
CS
419
Comerica Securities
Michigan
$871K – – –
PCM
420
Parsons Capital Management
Rhode Island
$870K -$2.63K -105 -0.3%
LPIC
421
LeJeune Puetz Investment Counsel
Michigan
$867K +$150 +6 +0%
IWM
422
IHT Wealth Management
Illinois
$865K +$40.5K +1,614 +5%
CM
423
Columbus Macro
Pennsylvania
$859K -$17K -678 -2%
VVP
424
Venture Visionary Partners
Ohio
$857K – – –
FFA
425
First Foundation Advisors
California
$856K +$848K +33,840 New
15 16
17
18 19