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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
501
Telemus Capital
Michigan
$492K +$160 +6 +0%
MWM
502
MBE Wealth Management
Wisconsin
$490K -$5.84K -219 -1%
CIAS
503
Capital Investment Advisory Services
North Carolina
$488K -$16K -600 -3%
PP
504
Pegasus Partners
Wisconsin
$475K – – –
APSI
505
Asset Planning Services Inc
Louisiana
$474K +$114K +4,290 +32%
PWMG
506
Prestige Wealth Management Group
New Jersey
$473K -$8K -300 -2%
IC
507
IEQ Capital
California
$471K – – –
BG
508
Benedetti & Gucer
Georgia
$467K – – –
PI
509
Pachira Investments
California
$466K – – –
DBRC
510
D.B. Root & Company
Pennsylvania
$465K +$2.24K +84 +0.5%
WWM
511
Windsor Wealth Management
Indiana
$461K +$1.44K +54 +0.3%
ACM
512
Armbruster Capital Management
New York
$453K – – –
HI
513
Hendershot Investments
Virginia
$448K +$21.7K +813 +5%
CCM
514
Crew Capital Management
Ohio
$442K – – –
G
515
Gainplan
Michigan
$441K -$27.8K -1,044 -6%
TFP
516
Tilia Fiduciary Partners
North Carolina
$440K +$438K +16,407 New
GAM
517
Garrison Asset Management
Arkansas
$439K +$23.8K +894 +6%
EFA
518
Evernest Financial Advisors
Indiana
$438K +$462K +17,316 New
CIC
519
Carnegie Investment Counsel
Ohio
$430K -$10.7K -402 -2%
RJT
520
Raymond James Trust
Florida
$429K +$101K +3,804 +31%
BA
521
Ballast Advisors
Minnesota
$428K – – –
BFG
522
Bouchey Financial Group
New York
$422K – – –
PAM
523
Peak Asset Management
Colorado
$419K -$3.44K -129 -0.8%
CIS
524
Continental Investors Services
Washington
$418K +$441K +16,545 New
PCA
525
Personal Capital Advisors
California
$413K +$136K +5,091 +49%
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