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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
401
Comerica Securities
Michigan
$758K – – –
LTL
402
Lowery Thomas LLC
California
$744K +$3.75K +168 +0.5%
DAS
403
Dynamic Advisor Solutions
Arizona
$741K +$220K +9,858 +37%
BPM
404
Bowling Portfolio Management
Ohio
$734K +$3.48K +156 +0.4%
SIC
405
Sigma Investment Counselors
Michigan
$732K +$7.03K +315 +0.9%
PCM
406
Pennsylvania Capital Management
Pennsylvania
$731K +$13.7K +615 +2%
OCM
407
One Capital Management
California
$728K -$14.2K -636 -2%
SIMM
408
Stillwater Investment Management (Minnesota)
Minnesota
$728K +$3.68K +165 +0.5%
CA
409
Cetera Advisors
Colorado
$724K -$1.94K -87 -0.2%
CAM
410
Cozad Asset Management
Illinois
$717K – – –
ANTB
411
AMG National Trust Bank
Colorado
$714K – – –
DI
412
Diligent Investors
California
$702K – – –
SWM
413
Selective Wealth Management
Virginia
$693K -$62.4K -2,796 -8%
LPIC
414
LeJeune Puetz Investment Counsel
Michigan
$692K +$134 +6 +0%
CWM
415
Cornerstone Wealth Management
Missouri
$690K -$22K -987 -3%
PRS
416
Pinkerton Retirement Specialists
Idaho
$689K -$231K -10,353 -23%
BCI
417
Brinker Capital Investments
Pennsylvania
$687K – – –
VVP
418
Venture Visionary Partners
Ohio
$685K +$1.67K +75 +0.2%
EP
419
Eudaimonia Partners
Tennessee
$666K -$102K -4,581 -12%
HA
420
Harfst & Associates
Wyoming
$662K -$1.34K -60 -0.2%
FCI
421
Financial Counselors Inc
Kansas
$656K +$726K +32,535 New
ZF
422
Zhang Financial
Michigan
$653K +$143K +6,432 +25%
WPA
423
West Paces Advisors
Georgia
$647K -$327K -14,679 -31%
MA
424
MUFG Americas
New York
$643K -$35.1K -1,572 -5%
SF
425
Summit Financial
New Jersey
$641K +$2.21K +99 +0.3%
15 16
17
18 19