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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
476
SevenBridge Financial Group
Pennsylvania
$458K -$43.6K -1,668 -9%
LNB
477
Ledyard National Bank
$455K – – –
VWA
478
Visionary Wealth Advisors
Illinois
$453K -$186K -7,128 -29%
PP
479
Pegasus Partners
Wisconsin
$452K – – –
IC
480
IEQ Capital
California
$448K – – –
G
481
Gainplan
Michigan
$446K -$9.48K -363 -2%
BG
482
Benedetti & Gucer
Georgia
$445K +$161K +6,147 +54%
PI
483
Pachira Investments
California
$444K – – –
WWM
484
Windsor Wealth Management
Indiana
$442K +$1.57K +60 +0.4%
DBRC
485
D.B. Root & Company
Pennsylvania
$441K +$392 +15 +0.1%
5L
486
55I LLC
Massachusetts
$440K +$137K +5,244 +44%
GI
487
Gradient Investments
Minnesota
$436K -$3.76K -144 -0.8%
ACM
488
Armbruster Capital Management
New York
$432K – – –
GG
489
Greenwood Gearhart
Arkansas
$432K +$145K +5,553 +49%
MA
490
MONECO Advisors
Connecticut
$431K -$137K -5,253 -24%
SFG
491
Sunburst Financial Group
Alabama
$425K – – –
LAIC
492
Lederer & Associates Investment Counsel
California
$424K +$92.1K +3,525 +27%
CCM
493
Crew Capital Management
Ohio
$421K -$20.3K -777 -5%
CIC
494
Carnegie Investment Counsel
Ohio
$420K +$10.9K +417 +3%
RPA
495
Rock Point Advisors
Vermont
$413K -$31.4K -1,200 -7%
BA
496
Ballast Advisors
Minnesota
$408K +$64.5K +2,469 +18%
HI
497
Hendershot Investments
Virginia
$406K +$6.66K +255 +2%
PAM
498
Peak Asset Management
Colorado
$403K -$7.45K -285 -2%
BFG
499
Bouchey Financial Group
New York
$402K – – –
GAM
500
Garrison Asset Management
Arkansas
$395K +$10.2K +390 +3%
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