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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
501
Contravisory Investment Management
Massachusetts
$89K -$11.2K -687 -12%
TSW
502
Thompson Siegel & Walmsley
Virginia
$84K +$4.6K +282 +6%
AWM
503
Apollon Wealth Management
South Carolina
$84K +$78.3K +4,806 New
CFG
504
Citizens Financial Group
Rhode Island
$78K -$354K -21,729 -83%
TWA
505
TCI Wealth Advisors
Arizona
$77K +$831 +51 +1%
IRC
506
Investors Research Corp
Georgia
$76K – – –
S
507
SignatureFD
Georgia
$74K – – –
PK
508
Pflug Koory
Nebraska
$74K +$3.18K +195 +5%
WPA
509
West Paces Advisors
Georgia
$68.4K -$4.41M -270,855 -99%
SSB
510
Sandy Spring Bank
Maryland
$64K – – –
OC
511
Oakworth Capital
Alabama
$64K +$59.2K +3,633 New
RCA
512
Rowland Carmichael Advisors
Arizona
$60K +$978 +60 +2%
FHA
513
First Horizon Advisors
Tennessee
$59K – – –
AC
514
AlphaCore Capital
California
$58K +$98 +6 +0.2%
SFSIG
515
San Francisco Sentry Investment Group
California
$57K -$18.3K -1,125 -26%
VFA
516
Valeo Financial Advisors
Indiana
$56K +$20.3K +1,245 +64%
CAL
517
Capital Advisors Ltd
Ohio
$55K – – –
OPS
518
Orion Portfolio Solutions
Nebraska
$53K -$1.96K -120 -4%
CAC
519
Certified Advisory Corp
Florida
$48K +$978 +60 +2%
FCM
520
Firestone Capital Management
Florida
$42K +$20.3K +1,248 +111%
OIA
521
Optimum Investment Advisors
Illinois
$41K -$80.3K -4,929 -68%
CFGS
522
Concourse Financial Group Securities
Alabama
$39K -$90.8K -5,568 -71%
CWM
523
Cranbrook Wealth Management
Michigan
$37K – – –
CG
524
Cutler Group
California
$36K +$29.3K +1,800 +606%
BEI
525
Benjamin Edwards Inc
Missouri
$35K +$18.8K +1,155 +138%
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