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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
451
WESPAC Advisors
California
$282K +$11.8K +636 +4%
BL
452
Balentine LLC
Georgia
$281K – – –
HIC
453
Hartline Investment Corp
Illinois
$279K -$178K -9,585 -39%
RWM
454
Reston Wealth Management
Virginia
$279K +$1K +54 +0.4%
ZIM
455
Zacks Investment Management
Illinois
$275K +$2.5K +135 +0.9%
HI
456
Hendershot Investments
Virginia
$270K +$6.11K +330 +2%
DSC
457
Duncker Streett & Co
Missouri
$267K +$556 +30 +0.2%
LFAS
458
Level Four Advisory Services
Texas
$259K -$4.78K -258 -2%
SPIA
459
Steward Partners Investment Advisory
New York
$258K -$2.89K -156 -1%
HFA
460
Hoover Financial Advisors
Pennsylvania
$255K -$17.4K -939 -6%
CFO
461
CVA Family Office
Colorado
$252K +$14.1K +759 +6%
BWP
462
BSW Wealth Partners
Colorado
$251K -$25.5K -1,377 -9%
RWM
463
RBA Wealth Management
California
$247K +$9.56K +516 +4%
LA
464
LexAurum Advisors
Kansas
$242K – – –
RG
465
Retirement Group
California
$242K +$111 +6 +0%
GRP
466
Global Retirement Partners
California
$242K +$389 +21 +0.2%
SIAS
467
Shine Investment Advisory Services
Colorado
$241K -$48.1K -2,595 -17%
SCA
468
Stillwater Capital Advisors
Pennsylvania
$239K – – –
VC
469
Vicus Capital
Pennsylvania
$238K -$12.2K -660 -5%
NFG
470
Next Financial Group
Texas
$237K -$1.11K -60 -0.5%
SFS
471
Sowell Financial Services
Arkansas
$234K +$7.22K +390 +3%
TPW
472
Tiller Private Wealth
Pennsylvania
$232K – – –
CIC
473
Carnegie Investment Counsel
Ohio
$228K -$139K -7,515 -38%
SG
474
Somerset Group
Minnesota
$226K -$834 -45 -0.4%
APP
475
Avantax Planning Partners
Iowa
$224K -$246K -13,278 -52%
17 18
19
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