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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
526
World Investment Advisors
California
$656K +$59.6K +2,241 +10%
LF
527
LifePlan Financial
Minnesota
$652K +$5.66K +213 +0.9%
DAS
528
Diversify Advisory Services
Utah
$645K +$1.47M +55,395 +394%
BJL
529
Brighton Jones LLC
Washington
$644K +$15.2K +570 +3%
AIM
530
Aspen Investment Management
Michigan
$640K +$160 +6 +0%
CHA
531
Cooper/Haims Advisors
New York
$638K -$41.2K -1,551 -6%
EWM
532
Evermay Wealth Management
Virginia
$638K – – –
TA
533
TPG Advisors
Illinois
$629K -$1.2K -45 -0.2%
RA
534
Ruggaard & Associates
Ohio
$626K – – –
CM
535
Columbus Macro
Pennsylvania
$624K -$3.91K -147 -0.6%
BFG
536
Berger Financial Group
Minnesota
$624K -$9.52M -357,852 -94%
BFO
537
Biltmore Family Office
North Carolina
$609K +$489K +18,402 +511%
AC
538
Apella Capital
Connecticut
$609K – – –
MF
539
Meridian Financial
Massachusetts
$609K -$15.9K -597 -3%
PCM
540
Parsons Capital Management
Rhode Island
$589K -$265K -9,981 -32%
VC
541
Vicus Capital
Pennsylvania
$587K +$3.51K +132 +0.6%
PRS
542
Pinkerton Retirement Specialists
Idaho
$586K +$1.12K +42 +0.2%
WSWA
543
Warren Street Wealth Advisors
California
$586K +$48.2K +1,812 +9%
AA
544
Alesco Advisors
New York
$585K -$216K -8,106 -28%
GC
545
Grimes & Company
Massachusetts
$583K +$2.07K +78 +0.4%
HI
546
Hendershot Investments
Virginia
$583K +$9.97K +375 +2%
SQA
547
Simon Quick Advisors
New Jersey
$578K +$2.07K +78 +0.4%
FC
548
Financial Consulate
Maryland
$578K +$285K +10,713 +105%
MS
549
Madden Securities
Texas
$578K +$160 +6 +0%
GAM
550
Garrison Asset Management
Arkansas
$567K +$15.6K +588 +3%
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