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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
526
Donaldson Capital Management
Indiana
$739K +$13.1K +458 +2%
EFM
527
Eley Financial Management
Vermont
$734K -$23.7K -831 -3%
AAG
528
Armstrong Advisory Group
Massachusetts
$733K – – –
YIA
529
YHB Investment Advisors
Connecticut
$727K +$4.87K +171 +0.7%
TAM
530
Townsend Asset Management
North Carolina
$727K +$1.43K +50 +0.2%
WPW
531
Watershed Private Wealth
Illinois
$726K -$25.8K -905 -3%
WF
532
Whelan Financial
California
$718K -$29.5K -1,037 -4%
BL
533
BCWM LLC
Kansas
$714K +$734K +25,774 New
PA
534
Planning Alternatives
Michigan
$711K -$8.41K -295 -1%
NL
535
NWAM LLC
Washington
$704K +$10.5K +370 +1%
HA
536
Harfst & Associates
Wyoming
$698K -$6.07K -213 -0.8%
JCFM
537
JBR Co Financial Management
Oklahoma
$696K – – –
AIP
538
Almanack Investment Partners
Pennsylvania
$695K +$268K +9,401 +60%
NA
539
Nautilus Advisors
California
$682K +$702K +24,624 New
NB
540
NBT Bank
New York
$682K – – –
MA
541
Modus Advisors
Minnesota
$682K +$1.28K +45 +0.2%
JF
542
Joule Financial
Kentucky
$681K -$5.53K -194 -0.8%
RZH
543
Relyea Zuckerberg Hanson
Connecticut
$675K +$2.85K +100 +0.4%
TA
544
TPG Advisors
Illinois
$671K +$43K +1,508 +7%
AGWCA
545
Annis Gardner Whiting Capital Advisors
Florida
$667K -$40.5K -1,420 -6%
AWM
546
Arista Wealth Management
Nevada
$666K – – –
PAM
547
Pegasus Asset Management
New York
$664K -$161K -5,646 -19%
CWA
548
Continuum Wealth Advisors
New York
$660K -$1.82K -64 -0.3%
CFG
549
Chapman Financial Group
Hawaii
$659K +$678K +23,792 New
TPCW
550
TD Private Client Wealth
New York
$658K +$663K +23,285 +5,140%
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