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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
501
Tiller Private Wealth
Pennsylvania
$284K – – –
TWP
502
Treybourne Wealth Planners
Indiana
$281K +$258K +12,375 New
PL
503
Plancorp LLC
Missouri
$278K -$179K -8,595 -41%
RFC
504
Regions Financial Corp
Alabama
$277K +$254K +12,174 New
GWAM
505
Guardian Wealth Advisors (Minnesota)
Minnesota
$277K +$254K +12,183 New
RG
506
Retirement Group
California
$276K -$18.6K -894 -7%
TNB
507
TCF National Bank
South Dakota
$275K – – –
AWM
508
Apollon Wealth Management
South Carolina
$275K +$253K +12,117 New
HIM
509
Harbour Investment Management
Washington
$274K – – –
GRP
510
Global Retirement Partners
California
$269K -$25.5K -1,224 -9%
CIP
511
Capital Insight Partners
Arizona
$269K -$688 -33 -0.3%
RCC
512
Red Cedar Capital
Nebraska
$267K +$1K +48 +0.4%
APSI
513
Asset Planning Services Inc
Louisiana
$265K -$6.26K -300 -3%
GWM
514
Gray Wealth Management
Maine
$264K +$63 +3 +0%
CG
515
Colony Group
Massachusetts
$261K -$709K -33,975 -75%
NCM
516
Next Capital Management
New York
$260K -$164K -7,878 -41%
DAS
517
Dynamic Advisor Solutions
Arizona
$260K +$239K +11,442 New
LAIC
518
Lederer & Associates Investment Counsel
California
$255K -$16.2K -777 -6%
RWRC
519
R.W. Roge & Company
New York
$254K – – –
WWM
520
Western Wealth Management
Colorado
$254K +$233K +11,187 New
SFS
521
Sowell Financial Services
Arkansas
$253K -$32.5K -1,560 -12%
WA
522
WESPAC Advisors
California
$252K -$87K -4,170 -27%
CCM
523
CWH Capital Management
Washington
$241K -$9.07K -435 -4%
W
524
WealthStone
Ohio
$239K +$219K +10,500 New
EWM
525
Evermay Wealth Management
Virginia
$238K +$219K +10,488 New
19 20
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