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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
426
Berkeley Inc
Idaho
$871K -$2.72K -102 -0.3%
CGFA
427
Colton Groome Financial Advisors
North Carolina
$863K +$211K +7,902 +33%
PCM
428
Pennsylvania Capital Management
Pennsylvania
$862K +$72.3K +2,712 +9%
FNBT
429
FineMark National Bank & Trust
Florida
$848K -$16K -600 -2%
OPA
430
Old Port Advisors
Maine
$831K +$21.8K +819 +3%
GT
431
Greenleaf Trust
Michigan
$828K – – –
PGAM
432
Princeton Global Asset Management
New Jersey
$825K -$31.7K -1,188 -4%
TAM
433
Townsend Asset Management
North Carolina
$820K +$1.44K +54 +0.2%
CHA
434
Cooper/Haims Advisors
New York
$819K -$814K -30,534 -50%
SSWG
435
Seven Springs Wealth Group
Tennessee
$814K – – –
ACI
436
Alpha Cubed Investments
California
$811K +$15K +564 +2%
AO
437
Advisor OS
Illinois
$808K -$66.2K -2,484 -8%
BCA
438
Bay Colony Advisors
Massachusetts
$805K +$3.6K +135 +0.5%
OPS
439
Orion Portfolio Solutions
Nebraska
$799K +$313K +11,721 +65%
SF
440
Synovus Financial
Georgia
$795K +$17.7K +663 +2%
CAG
441
Curtis Advisory Group
California
$791K -$1.1M -41,130 -58%
BCM
442
Boltwood Capital Management
California
$784K +$119K +4,473 +18%
FC
443
FCA Corp
Texas
$782K -$1.4M -52,641 -64%
FPCG
444
Fort Pitt Capital Group
Pennsylvania
$773K +$422K +15,822 +121%
AAS
445
Avantax Advisory Services
Texas
$765K +$170K +6,381 +29%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$756K – – –
HIC
447
Holderness Investments Company
North Carolina
$750K +$26.5K +993 +4%
WBCM
448
Wilson & Boucher Capital Management
California
$750K +$746K +27,990 New
TC
449
Tatro Capital
Kentucky
$745K -$74.9K -2,808 -9%
CG
450
Colony Group
Massachusetts
$741K +$5.44K +204 +0.7%
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