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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
476
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$617K +$231K +10,041 +58%
SPIA
477
Steward Partners Investment Advisory
New York
$613K +$45.3K +1,965 +8%
JF
478
Joule Financial
Kentucky
$609K -$44.4K -1,926 -7%
PP
479
Pegasus Partners
Wisconsin
$609K – – –
WPW
480
Watershed Private Wealth
Illinois
$608K – – –
AAS
481
Avantax Advisory Services
Texas
$599K -$458K -19,896 -43%
TAM
482
Townsend Asset Management
North Carolina
$598K -$26.1K -1,134 -4%
CWA
483
Continuum Wealth Advisors
New York
$596K -$1.66M -72,189 -73%
OBWG
484
Onyx Bridge Wealth Group
New York
$591K +$10.1K +438 +2%
BCA
485
Bay Colony Advisors
Massachusetts
$590K -$54.1K -2,349 -8%
OPA
486
Old Port Advisors
Maine
$576K -$60.5K -2,625 -9%
RA
487
Ruggaard & Associates
Ohio
$574K +$585K +25,392 New
CG
488
Caprock Group
Idaho
$571K +$345 +15 +0.1%
PTC
489
Private Trust Company
Ohio
$564K +$5.32K +231 +0.9%
EWM
490
Evermay Wealth Management
Virginia
$561K -$54.7K -2,376 -9%
MF
491
Meridian Financial
Massachusetts
$555K +$20.2K +879 +4%
WF
492
Whelan Financial
California
$550K -$443K -19,239 -44%
TA
493
TrueWealth Advisors
Alabama
$543K +$32.5K +1,410 +6%
SAG
494
SageView Advisory Group
California
$540K +$208K +9,021 +61%
NL
495
NWAM LLC
Washington
$539K -$23.2K -1,008 -4%
SF
496
Synovus Financial
Georgia
$530K -$26.5K -1,152 -5%
IAA
497
Independent Advisor Alliance
North Carolina
$528K -$18.1K -786 -3%
PSCM
498
Per Stirling Capital Management
Texas
$527K -$4.63K -201 -0.9%
SBH
499
Segall Bryant & Hamill
Illinois
$524K – – –
JWCA
500
J.W. Cole Advisors
Florida
$522K +$3.87K +168 +0.7%
18 19
20
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