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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$470K +$470K +44,097 New
AAS
27
Annex Advisory Services
Wisconsin
$459K +$460K +43,119 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$421K +$422K +39,564 New
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$405K +$405K +37,983 New
EMA
30
Efficient Market Advisors
California
$390K +$390K +36,573 New
AIM
31
Avity Investment Management
Connecticut
$388K +$388K +36,420 New
BRWA
32
B. Riley Wealth Advisors
Florida
$385K +$385K +36,141 New
AA
33
Alesco Advisors
New York
$360K +$361K +33,822 New
SAM
34
Summit Asset Management
Tennessee
$313K +$313K +29,343 New
WCM
35
Wisconsin Capital Management
Wisconsin
$312K +$312K +29,244 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$288K +$288K +27,030 New
BHTS
37
Bar Harbor Trust Services
Maine
$248K +$248K +23,268 New
WSTAM
38
Wilbanks Smith & Thomas Asset Management
Virginia
$242K +$243K +22,764 New
Brown Advisory
39
Brown Advisory
Maryland
$227K +$227K +21,300 New
JFG
40
JMG Financial Group
Illinois
$223K +$223K +20,937 New
LPL Financial
41
LPL Financial
California
$216K +$216K +20,277 New
Morgan Stanley
42
Morgan Stanley
New York
$210K +$211K +19,749 New
Wells Fargo
43
Wells Fargo
California
$198K +$199K +18,636 New
RIA
44
Regal Investment Advisors
Michigan
$173K +$173K +16,212 New
U
45
UBS
Switzerland
$103K +$104K +9,711 New
CDIA
46
Capital Directions Investment Advisors
Georgia
$82K +$81.7K +7,662 New
TSWM
47
Triangle Securities Wealth Management
North Carolina
$77K +$76.7K +7,200 New
BC
48
Bartlett & Co
Ohio
$66K +$65.6K +6,150 New
WA
49
WFG Advisors
Texas
$61K +$60.6K +5,685 New
MCM
50
Manchester Capital Management
Vermont
$36K +$36K +3,375 New
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