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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
551
tru Independence
Oregon
$81K +$112K +5,766 New
RCA
552
Rowland Carmichael Advisors
Arizona
$79K -$52.7K -2,721 -41%
TSW
553
Thompson Siegel & Walmsley
Virginia
$78K – – –
PK
554
Pflug Koory
Nebraska
$77K +$25.8K +1,332 +53%
GWM
555
Geneos Wealth Management
Colorado
$71K -$47K -2,430 -41%
AWM
556
Atticus Wealth Management
Florida
$71K +$68.5K +3,540 New
CAL
557
Capital Advisors Ltd
Ohio
$63K – – –
PC
558
Permanens Capital
New York
$61K -$20.3K -1,050 -26%
FHA
559
First Horizon Advisors
Tennessee
$61K -$6.85K -354 -10%
CAC
560
Certified Advisory Corp
Florida
$53K +$523 +27 +1%
CFD
561
Creative Financial Designs
Indiana
$50K +$755 +39 +2%
CTC
562
Central Trust Company
Missouri
$47K +$42.2K +2,178 +1,452%
JFA
563
JNBA Financial Advisors
Minnesota
$45K -$10.1K -522 -19%
MSFP
564
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
HIA
565
Harbor Investment Advisory
Maryland
$44K +$42.1K +2,175 New
CWM
566
Cranbrook Wealth Management
Michigan
$43K – – –
BCM
567
Blume Capital Management
California
$42K – – –
LDFR
568
Lehman & Derafelo Financial Resources
Pennsylvania
$37K – – –
TPCW
569
TD Private Client Wealth
New York
$34.6K +$33.4K +1,725 New
OPS
570
Orion Portfolio Solutions
Nebraska
$34K +$33.2K +1,716 New
HPC
571
HM Payson & Co
Maine
$32K – – –
GWS
572
Glassman Wealth Services
Virginia
$32K +$1.8K +93 +6%
WPA
573
West Paces Advisors
Georgia
$30.1K -$581K -30,000 -95%
CFA
574
Carroll Financial Associates
North Carolina
$30K – – –
SFPG
575
Stonebridge Financial Planning Group
Florida
$30K +$29K +1,497 New
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