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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
526
Biltmore Family Office
North Carolina
$402K +$403K +18,402 New
WCM
527
Wealthcare Capital Management
Virginia
$401K -$59.9K -2,733 -13%
WDL
528
Well Done LLC
Michigan
$400K – – –
MWM
529
MBE Wealth Management
Wisconsin
$400K – – –
APW
530
Aurora Private Wealth
New Jersey
$393K -$8.12M -370,323 -95%
HI
531
Hendershot Investments
Virginia
$390K +$10.3K +471 +3%
GAM
532
Garrison Asset Management
Arkansas
$388K -$1.05K -48 -0.3%
FCI
533
Financial Counselors Inc
Kansas
$386K -$326K -14,895 -46%
ACM
534
Argent Capital Management
Missouri
$386K +$386K +17,631 New
PI
535
Pachira Investments
California
$382K +$1.91K +87 +0.5%
JFGIW
536
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$377K -$78.2K -3,570 -17%
MWP
537
Madison Wealth Partners
Wisconsin
$374K +$375K +17,118 New
TC
538
Telemus Capital
Michigan
$374K -$34.5K -1,575 -9%
BL
539
BCWM LLC
Kansas
$374K -$5.85K -267 -2%
DBRC
540
D.B. Root & Company
Pennsylvania
$373K -$6.18K -282 -2%
FWM
541
Fingerlakes Wealth Management
New York
$369K +$920 +42 +0.2%
LAIC
542
Lederer & Associates Investment Counsel
California
$366K +$5.13K +234 +1%
SWM
543
Stockman Wealth Management
Montana
$364K -$25.7K -1,173 -7%
DFG
544
Delta Financial Group
New Jersey
$361K +$361K +16,488 New
AFG
545
Albion Financial Group
Utah
$360K -$67.9K -3,099 -16%
CIS
546
Continental Investors Services
Washington
$358K +$592 +27 +0.2%
BF
547
Blankinship & Foster
California
$356K -$744K -33,954 -68%
PWM
548
Praetorian Wealth Management
California
$355K -$17.5K -798 -5%
CIC
549
Carnegie Investment Counsel
Ohio
$354K +$66 +3 +0%
APSI
550
Asset Planning Services Inc
Louisiana
$353K -$13.2K -600 -4%
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