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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
526
Barrett Asset Management
New York
$4K – – –
BWA
527
Burt Wealth Advisors
Maryland
$4K – – –
SF
528
Synovus Financial
Georgia
$4K – – –
GI
529
GS Investments
Minnesota
$3.82K – – –
KC
530
Knuff & Co
California
$3K – – –
NC
531
NewSquare Capital
Pennsylvania
$3K – – –
TCOV
532
Trust Company of Vermont
Vermont
$3K – – –
SFSG
533
Stearns Financial Services Group
North Carolina
$3K +$898 +48 +46%
AWMF
534
Arbor Wealth Management (Florida)
Florida
$2K – – –
IRC
535
Investors Research Corp
Georgia
$2K – – –
SMFS
536
Squar Milner Financial Services
California
$2K – – –
TA
537
TCG Advisors
Texas
$2K – – –
DWM
538
Doyle Wealth Management
Florida
$1K +$786 +42 New
TFS
539
Thoroughbred Financial Services
Tennessee
– -$1.91M -103,596 Closed
A
540
AdvicePeriod
California
– -$939K -50,859 Closed
SS
541
Simplicity Solutions
Minnesota
– -$794K -43,008 Closed
GCA
542
Genesee Capital Advisors
New York
– -$711K -38,505 Closed
UAS
543
United Asset Strategies
New York
– -$592K -32,052 Closed
PFM
544
Phillips Financial Management
Indiana
– -$571K -30,525 Closed
STA
545
Summit Trail Advisors
New York
– -$497K -26,931 Closed
MWM
546
Marietta Wealth Management
Georgia
– -$353K -19,140 Closed
GG
547
Greenwood Gearhart
Arkansas
– -$223K -12,075 Closed
BMM
548
Buffington Mohr McNeal
Idaho
– -$105K -5,703 Closed
RFC
549
Regions Financial Corp
Alabama
– -$67K -3,633 Closed
WCM
550
WealthBridge Capital Management
Ohio
– -$53K -2,850 Closed
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