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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
426
Grimes & Company
Massachusetts
$691K +$13.4K +579 +2%
HA
427
Harfst & Associates
Wyoming
$687K -$6.92K -300 -0.9%
CM
428
Columbus Macro
Pennsylvania
$663K -$52.1K -2,259 -7%
ACI
429
Alpha Cubed Investments
California
$663K +$46.7K +2,025 +7%
SF
430
Summit Financial
New Jersey
$662K -$109K -4,704 -13%
SCM
431
SOL Capital Management
Maryland
$662K -$5.54K -240 -0.8%
FHA
432
Flagship Harbor Advisors
Massachusetts
$662K +$731K +31,674 New
CCM
433
Cribstone Capital Management
Maine
$659K -$8.31K -360 -1%
PGAM
434
Princeton Global Asset Management
New Jersey
$657K -$2.15K -93 -0.3%
FNBT
435
FineMark National Bank & Trust
Florida
$652K -$10.4K -450 -1%
OPA
436
Old Port Advisors
Maine
$649K -$6.58K -285 -0.9%
GT
437
Greenleaf Trust
Michigan
$646K – – –
SSWG
438
Seven Springs Wealth Group
Tennessee
$631K – – –
FSWA
439
Financial Synergies Wealth Advisors
Texas
$625K +$494K +21,429 +254%
CAG
440
Compass Advisory Group
New York
$623K +$208K +8,997 +43%
CHA
441
Cooper/Haims Advisors
New York
$621K -$18.8K -816 -3%
RC
442
RegentAtlantic Capital
New Jersey
$619K +$138K +6,000 +25%
JF
443
Joule Financial
Kentucky
$618K +$682K +29,571 New
CAG
444
Curtis Advisory Group
California
$615K +$58.6K +2,541 +9%
WF
445
Warner Financial
Maryland
$612K +$132K +5,733 +24%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$608K +$20.5K +888 +3%
CWM
447
Castle Wealth Management
Florida
$604K +$666K +28,875 New
FHB
448
First Hawaiian Bank
Hawaii
$595K – – –
AGA
449
Arkos Global Advisors
Texas
$587K -$210K -9,081 -24%
FC
450
FCA Corp
Texas
$576K -$761 -33 -0.1%
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