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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
476
Eudaimonia Partners
Tennessee
$758K – – –
SCM
477
SOL Capital Management
Maryland
$758K -$1.65K -72 -0.2%
SSWG
478
Seven Springs Wealth Group
Tennessee
$754K – – –
VAF
479
Values Added Financial
District of Columbia
$749K +$3.09K +135 +0.5%
WF
480
Whelan Financial
California
$748K +$189K +8,265 +38%
IWC
481
Integrated Wealth Concepts
Massachusetts
$747K -$69.1K -3,018 -9%
ACI
482
Alpha Cubed Investments
California
$742K – – –
CG
483
Cynosure Group
Utah
$734K – – –
TPA
484
Trivium Point Advisory
Connecticut
$733K +$78.5K +3,426 +13%
PGAM
485
Princeton Global Asset Management
New Jersey
$731K -$14.8K -648 -2%
RPGK
486
Retirement Planning Group (Kansas)
Kansas
$724K -$49.6K -2,166 -7%
EFM
487
Eley Financial Management
Vermont
$721K +$6.6K +288 +1%
LIWM
488
Long Island Wealth Management
New York
$716K +$653K +28,512 New
FHB
489
First Hawaiian Bank
Hawaii
$714K – – –
RJT
490
Raymond James Trust
Florida
$713K +$66.1K +2,886 +11%
LFAS
491
Level Four Advisory Services
Texas
$713K -$87.5K -3,819 -12%
SAG
492
SageView Advisory Group
California
$705K -$857K -37,392 -57%
WBCM
493
Wilson & Boucher Capital Management
California
$703K – – –
FPCP
494
Fort Point Capital Partners
California
$703K +$262K +11,436 +69%
JCFM
495
JBR Co Financial Management
Oklahoma
$701K +$639K +27,906 New
PFBT
496
Parkside Financial Bank & Trust
Missouri
$696K – – –
HIC
497
Holderness Investments Company
North Carolina
$695K +$56.6K +2,472 +10%
AAG
498
Armstrong Advisory Group
Massachusetts
$695K – – –
PA
499
Planning Alternatives
Michigan
$695K -$87.4K -3,816 -12%
SWA
500
Stratos Wealth Advisors
Ohio
$691K -$25.8K -1,125 -4%
18 19
20
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