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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
501
American Portfolios Advisors
New York
$484K +$3.08K +123 +0.6%
VWA
502
Visionary Wealth Advisors
Illinois
$483K -$26.5K -1,059 -5%
BFA
503
Beaumont Financial Advisors
Massachusetts
$474K – – –
WDL
504
Well Done LLC
Michigan
$470K – – –
NS
505
Newman & Schimel
Illinois
$469K -$34.5K -1,377 -7%
LAIC
506
Lederer & Associates Investment Counsel
California
$469K -$11.4K -456 -2%
TC
507
Telemus Capital
Michigan
$465K +$978 +39 +0.2%
MWM
508
MBE Wealth Management
Wisconsin
$462K – – –
BIA
509
Barry Investment Advisors
Massachusetts
$458K -$44.5K -1,776 -9%
CIS
510
Continental Investors Services
Washington
$458K +$13.6K +543 +3%
WAM
511
WNY Asset Management
New York
$455K -$190K -7,575 -30%
GAM
512
Garrison Asset Management
Arkansas
$453K +$38.7K +1,545 +9%
APSI
513
Asset Planning Services Inc
Louisiana
$451K +$4.14K +165 +0.9%
PP
514
Pegasus Partners
Wisconsin
$448K – – –
IC
515
IEQ Capital
California
$444K – – –
DBRC
516
D.B. Root & Company
Pennsylvania
$442K +$3.83K +153 +0.9%
PI
517
Pachira Investments
California
$439K – – –
PWMG
518
Prestige Wealth Management Group
New Jersey
$438K -$7.9K -315 -2%
FWM
519
Fingerlakes Wealth Management
New York
$438K +$49.8K +1,986 +13%
CIAS
520
Capital Investment Advisory Services
North Carolina
$432K -$28.7K -1,146 -6%
HNB
521
Huntington National Bank
Ohio
$432K – – –
ACM
522
Armbruster Capital Management
New York
$429K +$1.88K +75 +0.4%
WWM
523
Windsor Wealth Management
Indiana
$424K +$526 +21 +0.1%
CCM
524
Crew Capital Management
Ohio
$417K – – –
HI
525
Hendershot Investments
Virginia
$409K -$13.2K -528 -3%
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21
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