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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFSIG
501
San Francisco Sentry Investment Group
California
$61K -$59.9K -3,270 -43%
TWA
502
TCI Wealth Advisors
Arizona
$61K +$1.43K +78 +2%
IRC
503
Investors Research Corp
Georgia
$61K +$56.1K +3,066 +238%
S
504
SignatureFD
Georgia
$59K +$55 +3 +0.1%
HFA
505
HC Financial Advisors
California
$59K +$76.9K +4,197 New
PK
506
Pflug Koory
Nebraska
$57K +$3.57K +195 +5%
SSB
507
Sandy Spring Bank
Maryland
$52K -$12.9K -705 -16%
GWM
508
Geneos Wealth Management
Colorado
$49K – – –
GWS
509
Glassman Wealth Services
Virginia
$49K +$34.4K +1,878 +117%
RCA
510
Rowland Carmichael Advisors
Arizona
$48K -$10.3K -564 -14%
FHA
511
First Horizon Advisors
Tennessee
$47K +$5.49K +300 +10%
AC
512
AlphaCore Capital
California
$46K -$46.5K -2,541 -44%
CAL
513
Capital Advisors Ltd
Ohio
$44K – – –
OPS
514
Orion Portfolio Solutions
Nebraska
$44K +$25.9K +1,416 +83%
CCM
515
Cribstone Capital Management
Maine
$42K +$54.9K +3,000 New
FHA
516
Flagship Harbor Advisors
Massachusetts
$40K -$85.5K -4,671 -62%
SF
517
Synovus Financial
Georgia
$40K +$52K +2,838 New
CAC
518
Certified Advisory Corp
Florida
$38K +$1.1K +60 +2%
AWM
519
Atticus Wealth Management
Florida
$33K -$21.1K -1,155 -33%
JFA
520
JNBA Financial Advisors
Minnesota
$32K +$385 +21 +0.9%
VFA
521
Valeo Financial Advisors
Indiana
$30K -$85.4K -4,665 -70%
BCM
522
Blume Capital Management
California
$30K – – –
CWM
523
Cranbrook Wealth Management
Michigan
$30K – – –
CAN
524
Claraphi Advisory Network
United States
$30K +$38.5K +2,100 New
PC
525
Permanens Capital
New York
$28K -$19.2K -1,050 -35%
19 20
21
22 23