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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
501
Gradient Investments
Minnesota
$8K +$2.36K +132 +46%
VCM
502
Versant Capital Management
Arizona
$8K +$8.36K +468 New
HCM
503
Horrell Capital Management
Arkansas
$7K – – –
PWM
504
PRW Wealth Management
Massachusetts
$7K – – –
RBC
505
Roble Belko & Company
Pennsylvania
$6K – – –
SMG
506
Spectrum Management Group
Indiana
$6K – – –
WEC
507
Winslow Evans & Crocker
Massachusetts
$6K – – –
LFG
508
Larson Financial Group
Missouri
$6K +$214 +12 +4%
WCM
509
Whitener Capital Management
North Carolina
$6K +$643 +36 +12%
HCA
510
Horan Capital Advisors
Ohio
$6K +$5.36K +300 New
RCAG
511
Rehmann Capital Advisory Group
Michigan
$5.37K +$5.2K +291 New
MWC
512
MKD Wealth Coaches
Michigan
$5K +$54 +3 +1%
BAM
513
Barrett Asset Management
New York
$4K – – –
BWA
514
Burt Wealth Advisors
Maryland
$4K – – –
SF
515
Synovus Financial
Georgia
$4K +$3.81K +213 New
GI
516
GS Investments
Minnesota
$3.71K -$214 -12 -6%
KC
517
Knuff & Co
California
$3K – – –
TCOV
518
Trust Company of Vermont
Vermont
$3K – – –
NC
519
NewSquare Capital
Pennsylvania
$3K +$2.68K +150 New
AIC
520
Ameritas Investment Company
Nebraska
$3K +$3.06K +171 New
SMFS
521
Squar Milner Financial Services
California
$2K – – –
SFSG
522
Stearns Financial Services Group
North Carolina
$2K – – –
AF
523
Allworth Financial
California
$2K +$1.61K +90 New
IRC
524
Investors Research Corp
Georgia
$2K +$1.93K +108 New
AWMF
525
Arbor Wealth Management (Florida)
Florida
$2K +$2.09K +117 New
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