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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
426
Suntrust Banks
Georgia
$253K -$2.44K -129 -1%
NFG
427
Next Financial Group
Texas
$249K +$18.3K +966 +8%
ZIM
428
Zacks Investment Management
Illinois
$246K -$22.8K -1,209 -8%
LA
429
LexAurum Advisors
Kansas
$246K – – –
SFS
430
Sowell Financial Services
Arkansas
$245K +$245K +12,981 New
PIM
431
Penobscot Investment Management
Massachusetts
$244K – – –
SCA
432
Stillwater Capital Advisors
Pennsylvania
$243K – – –
GWA
433
Guidant Wealth Advisors
Illinois
$236K +$794 +42 +0.3%
AP
434
Appleton Partners
Massachusetts
$233K +$340 +18 +0.1%
TPW
435
Tiller Private Wealth
Pennsylvania
$229K – – –
PL
436
Plancorp LLC
Missouri
$229K +$113 +6 +0%
HIM
437
Harbour Investment Management
Washington
$227K – – –
KP
438
Keel Point
Alabama
$222K -$207K -10,968 -48%
APSI
439
Asset Planning Services Inc
Louisiana
$221K +$222K +11,736 New
RW
440
REDW Wealth
New Mexico
$220K -$5.04K -267 -2%
PFPT
441
Pinnacle Financial Partners (Tennessee)
Tennessee
$220K +$1.36K +72 +0.6%
ADL
442
Asset Dedication LLC
California
$219K +$199K +10,554 +988%
CBFP
443
Cedar Brook Financial Partners
Ohio
$218K +$218K +11,553 New
RBCM
444
Raub Brock Capital Management
California
$217K -$5.61K -297 -3%
RWM
445
RBA Wealth Management
California
$216K -$7.08K -375 -3%
RCC
446
Red Cedar Capital
Nebraska
$216K +$737 +39 +0.3%
AWM
447
AE Wealth Management
Kansas
$212K -$129K -6,804 -38%
GA
448
Gateway Advisory
New Jersey
$211K -$25.4K -1,347 -11%
PCA
449
Personal Capital Advisors
California
$211K -$3.4K -180 -2%
KM
450
Kalos Management
Georgia
$211K +$205K +10,863 New
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