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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
401
Comerica Securities
Michigan
$786K +$72.2K +3,129 +9%
MA
402
MCF Advisors
Kentucky
$786K +$381K +16,503 +78%
SFWA
403
Summit Financial Wealth Advisors
Louisiana
$785K -$13.8K -600 -2%
SWM
404
Selective Wealth Management
Virginia
$776K +$843K +36,546 +6,279%
OCM
405
One Capital Management
California
$768K -$8.52K -369 -1%
LTL
406
Lowery Thomas LLC
California
$767K +$390K +16,881 +85%
BCA
407
Bay Colony Advisors
Massachusetts
$766K +$42.8K +1,854 +6%
AAS
408
Avantax Advisory Services
Texas
$763K +$134K +5,814 +19%
BPM
409
Bowling Portfolio Management
Ohio
$758K -$23.6K -1,023 -3%
CA
410
Cetera Advisors
Colorado
$753K -$1.74M -75,339 -68%
SIC
411
Sigma Investment Counselors
Michigan
$752K +$12.2K +528 +1%
SIMM
412
Stillwater Investment Management (Minnesota)
Minnesota
$751K +$829K +35,937 New
PCM
413
Pennsylvania Capital Management
Pennsylvania
$745K +$80.9K +3,504 +11%
CAM
414
Cozad Asset Management
Illinois
$743K -$23.5K -1,020 -3%
CWM
415
Cornerstone Wealth Management
Missouri
$736K +$5.54K +240 +0.7%
PAM
416
Pegasus Asset Management
New York
$734K +$138 +6 +0%
DI
417
Diligent Investors
California
$727K – – –
LPIC
418
LeJeune Puetz Investment Counsel
Michigan
$717K +$208 +9 +0%
BCI
419
Brinker Capital Investments
Pennsylvania
$712K -$34.5K -1,494 -4%
VVP
420
Venture Visionary Partners
Ohio
$709K – – –
SWA
421
Stratos Wealth Advisors
Ohio
$707K +$24.5K +1,062 +3%
RW
422
Rede Wealth
Virginia
$707K +$780K +33,798 New
IWM
423
IHT Wealth Management
Illinois
$702K -$14.8K -642 -2%
OPS
424
Orion Portfolio Solutions
Nebraska
$701K -$35.9K -1,554 -4%
MA
425
MUFG Americas
New York
$699K +$247K +10,683 +47%
15 16
17
18 19