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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
501
Pegasus Partners
Wisconsin
$731K – – –
DFG
502
Delta Financial Group
New Jersey
$731K +$98.2K +3,849 +17%
HL
503
HeadInvest LLC
Maine
$724K +$369K +14,481 +119%
MOS
504
MGO One Seven
Ohio
$724K +$680K +26,670 New
HA
505
Harfst & Associates
Wyoming
$721K -$11.5K -450 -2%
BJL
506
Brighton Jones LLC
Washington
$721K +$2.22K +87 +0.3%
RIA
507
Regal Investment Advisors
Michigan
$720K +$202K +7,902 +42%
FC
508
FCA Corp
Texas
$716K +$4.06K +159 +0.6%
TAM
509
Townsend Asset Management
North Carolina
$716K +$1.07K +42 +0.2%
JCFM
510
JBR Co Financial Management
Oklahoma
$715K -$40.3K -1,581 -6%
SWA
511
Stratos Wealth Advisors
Ohio
$713K -$31.8K -1,245 -5%
LFAS
512
Level Four Advisory Services
Texas
$713K – – –
SPIA
513
Steward Partners Investment Advisory
New York
$711K +$35.1K +1,377 +6%
JF
514
Joule Financial
Kentucky
$697K -$459 -18 -0.1%
AAG
515
Armstrong Advisory Group
Massachusetts
$695K – – –
CWA
516
Continuum Wealth Advisors
New York
$692K -$7.73K -303 -1%
YIA
517
YHB Investment Advisors
Connecticut
$692K +$13.7K +537 +2%
MA
518
Modus Advisors
Minnesota
$692K -$2.07K -81 -0.3%
CW
519
Cooksen Wealth
Texas
$690K -$5.74K -225 -0.9%
TA
520
TrueWealth Advisors
Alabama
$684K -$536 -21 -0.1%
UB
521
UMB Bank
Missouri
$679K – – –
AGA
522
Arkos Global Advisors
Texas
$679K – – –
MF
523
Meridian Financial
Massachusetts
$678K +$2.07K +81 +0.3%
CHA
524
Cooper/Haims Advisors
New York
$670K +$3.37K +132 +0.5%
CM
525
Columbus Macro
Pennsylvania
$654K -$6.73K -264 -1%
19 20
21
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