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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
476
Cascade Financial Partners
California
$855K +$1.57M +59,127 +179%
TRCT
477
Tower Research Capital (TRC)
New York
$849K +$815K +30,636 New
OBWG
478
Onyx Bridge Wealth Group
New York
$846K +$5.03K +189 +0.6%
RMF
479
Red Mountain Financial
Colorado
$834K +$239 +9 +0%
SSWG
480
Seven Springs Wealth Group
Tennessee
$831K – – –
WPC
481
Wedmont Private Capital
Pennsylvania
$831K +$160 +6 +0%
FPAS
482
Focus Partners Advisor Solutions
Missouri
$825K +$125K +4,683 +19%
S
483
Sachetta
Massachusetts
$821K -$11.6K -435 -1%
PAM
484
Pegasus Asset Management
New York
$820K – – –
FAG
485
Fortitude Advisory Group
Washington
$816K +$12.3K +462 +2%
RWA
486
Redhawk Wealth Advisors
Minnesota
$816K -$209K -7,842 -21%
CG
487
Cynosure Group
Utah
$810K – – –
PCM
488
Pennsylvania Capital Management
Pennsylvania
$809K +$21K +789 +3%
CPL
489
CAP Partners LLC
Tennessee
$809K -$17.9K -675 -2%
FHB
490
First Hawaiian Bank
Hawaii
$788K – – –
SWA
491
Stratos Wealth Advisors
Ohio
$780K +$5.9K +222 +0.8%
BI
492
Berkeley Inc
Idaho
$778K +$367K +13,818 +97%
SCM
493
SOL Capital Management
Maryland
$774K -$3.83K -144 -0.5%
SIMC
494
Squire Investment Management Company
Utah
$772K +$118K +4,437 +19%
PFBT
495
Parkside Financial Bank & Trust
Missouri
$768K – – –
WBCM
496
Wilson & Boucher Capital Management
California
$767K -$7.98K -300 -1%
EFM
497
Eley Financial Management
Vermont
$756K -$239 -9 -0%
RPGK
498
Retirement Planning Group (Kansas)
Kansas
$752K -$53.5K -2,013 -7%
WPW
499
Watershed Private Wealth
Illinois
$751K – – –
PP
500
Pegasus Partners
Wisconsin
$746K – – –
18 19
20
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