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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
501
Retirement Planning Group (Kansas)
Kansas
$739K -$473 -17 -0.1%
WPC
502
Wedmont Private Capital
Pennsylvania
$737K +$167 +6 +0%
S
503
Sachetta
Massachusetts
$735K -$29.7K -1,068 -4%
SCM
504
SOL Capital Management
Maryland
$733K -$3.06K -110 -0.4%
AAG
505
Armstrong Advisory Group
Massachusetts
$733K – – –
FAG
506
Fortitude Advisory Group
Washington
$728K +$3.54K +127 +0.4%
GFA
507
Gallagher Fiduciary Advisors
Illinois
$728K +$18.5K +666 +2%
RMF
508
Red Mountain Financial
Colorado
$706K -$7.07K -254 -0.9%
WI
509
Westbourne Investments
Virginia
$706K -$8.08K -290 -1%
OBWG
510
Onyx Bridge Wealth Group
New York
$701K -$90.1K -3,234 -11%
EFM
511
Eley Financial Management
Vermont
$701K +$4.37K +157 +0.6%
NL
512
NWAM LLC
Washington
$699K +$35.4K +1,270 +5%
MA
513
MCF Advisors
Kentucky
$697K -$213K -7,638 -22%
YIA
514
YHB Investment Advisors
Connecticut
$695K +$7.66K +275 +1%
CW
515
Cooksen Wealth
Texas
$690K -$377K -13,550 -62%
AGWCA
516
Annis Gardner Whiting Capital Advisors
Florida
$689K +$62.7K +2,250 +9%
TAM
517
Townsend Asset Management
North Carolina
$688K +$1.06K +38 +0.1%
GG
518
Greenwood Gearhart
Arkansas
$688K -$342K -12,281 -32%
WPW
519
Watershed Private Wealth
Illinois
$687K – – –
BL
520
BCWM LLC
Kansas
$684K +$9.25K +332 +1%
PAM
521
Pegasus Asset Management
New York
$678K +$53.9K +1,936 +8%
SIC
522
Sigma Investment Counselors
Michigan
$677K -$417K -14,988 -37%
PA
523
Planning Alternatives
Michigan
$668K -$4.65K -167 -0.7%
JCFM
524
JBR Co Financial Management
Oklahoma
$667K +$9.61K +345 +1%
SAG
525
SageView Advisory Group
California
$666K -$37.6K -1,349 -5%
19 20
21
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