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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
451
CNB Bank
Pennsylvania
$11K – – –
NSG
452
Nalls Sherbakoff Group
Tennessee
$11K +$11.7K +672 New
PGWM
453
Parisi Gray Wealth Management
New Jersey
$11K +$11.8K +675 New
LFG
454
LifePlan Financial Group
Ohio
$10K +$262 +15 +2%
PMFA
455
Plante Moran Financial Advisors
Michigan
$9K – – –
ME
456
McIlrath & Eck
Washington
$8K – – –
TL
457
TrueWealth LLC
Georgia
$8K – – –
1IA
458
1834 Investment Advisors
Wisconsin
$7K – – –
HCM
459
Horrell Capital Management
Arkansas
$6K – – –
WEC
460
Winslow Evans & Crocker
Massachusetts
$6K – – –
PWM
461
PRW Wealth Management
Massachusetts
$6K +$7.08K +405 New
NDSI
462
Newman Dignan & Sheerar Inc
Rhode Island
$5.07K -$125K -7,161 -2%
FMP
463
Financial Management Professionals
Texas
$5K – – –
RBC
464
Roble Belko & Company
Pennsylvania
$5K – – –
SMG
465
Spectrum Management Group
Indiana
$5K – – –
GI
466
Gradient Investments
Minnesota
$5K +$4.98K +285 New
MWC
467
MKD Wealth Coaches
Michigan
$5K +$5.08K +291 New
LFG
468
Larson Financial Group
Missouri
$5K +$5.71K +327 New
BAM
469
Barrett Asset Management
New York
$4K – – –
MIM
470
Macroview Investment Management
Maryland
$4K +$52 +3 +1%
WCM
471
Whitener Capital Management
North Carolina
$4K +$577 +33 +13%
GI
472
GS Investments
Minnesota
$3.39K +$52 +3 +1%
BWA
473
Burt Wealth Advisors
Maryland
$3K – – –
TCOV
474
Trust Company of Vermont
Vermont
$3K – – –
KC
475
Knuff & Co
California
$3K +$2.88K +165 New
17 18
19
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