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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
426
Harfst & Associates
Wyoming
$839K – – –
SWA
427
Stratos Wealth Advisors
Ohio
$828K -$138K -5,520 -14%
GC
428
Grimes & Company
Massachusetts
$821K -$15.4K -615 -2%
BI
429
Berkeley Inc
Idaho
$813K -$8.42K -336 -1%
PCM
430
Pennsylvania Capital Management
Pennsylvania
$812K -$1.28K -51 -0.2%
AIP
431
Almanack Investment Partners
Pennsylvania
$808K +$186K +7,425 +30%
CCM
432
Cribstone Capital Management
Maine
$807K -$235K -9,381 -23%
SCM
433
SOL Capital Management
Maryland
$807K -$33.5K -1,335 -4%
FNBT
434
FineMark National Bank & Trust
Florida
$800K – – –
PGAM
435
Princeton Global Asset Management
New Jersey
$797K +$18.3K +729 +2%
ZF
436
Zhang Financial
Michigan
$797K +$790K +31,515 New
BCA
437
Bay Colony Advisors
Massachusetts
$793K +$32.7K +1,305 +4%
OPA
438
Old Port Advisors
Maine
$784K -$15.9K -633 -2%
GT
439
Greenleaf Trust
Michigan
$781K – – –
AAS
440
Avantax Advisory Services
Texas
$777K +$53.5K +2,136 +7%
CHA
441
Cooper/Haims Advisors
New York
$772K -$978 -39 -0.1%
SSWG
442
Seven Springs Wealth Group
Tennessee
$763K -$4.59K -183 -0.6%
TAM
443
Townsend Asset Management
North Carolina
$755K -$18.2K -726 -2%
ACI
444
Alpha Cubed Investments
California
$750K -$14.1K -564 -2%
SF
445
Synovus Financial
Georgia
$745K -$2.03K -81 -0.3%
HIC
446
Holderness Investments Company
North Carolina
$732K +$24.2K +966 +3%
ASN
447
Advisory Services Network
Georgia
$729K +$112K +4,476 +18%
FHB
448
First Hawaiian Bank
Hawaii
$719K -$2M -79,653 -74%
PFBT
449
Parkside Financial Bank & Trust
Missouri
$713K – – –
SFO
450
Stokes Family Office
Louisiana
$712K +$706K +28,170 New
16 17
18
19 20