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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
551
Thompson Siegel & Walmsley
Virginia
$78K – – –
PK
552
Pflug Koory
Nebraska
$77K +$25.8K +1,332 +53%
GWM
553
Geneos Wealth Management
Colorado
$71K -$47K -2,430 -41%
AWM
554
Atticus Wealth Management
Florida
$71K +$68.5K +3,540 New
CAL
555
Capital Advisors Ltd
Ohio
$63K – – –
PC
556
Permanens Capital
New York
$61K -$20.3K -1,050 -26%
FHA
557
First Horizon Advisors
Tennessee
$61K -$6.85K -354 -10%
CAC
558
Certified Advisory Corp
Florida
$53K +$523 +27 +1%
CFD
559
Creative Financial Designs
Indiana
$50K +$755 +39 +2%
CTC
560
Central Trust Company
Missouri
$47K +$42.2K +2,178 +1,452%
JFA
561
JNBA Financial Advisors
Minnesota
$45K -$10.1K -522 -19%
MSFP
562
Mark Sheptoff Financial Planning
Connecticut
$44K – – –
HIA
563
Harbor Investment Advisory
Maryland
$44K +$42.1K +2,175 New
CWM
564
Cranbrook Wealth Management
Michigan
$43K – – –
BCM
565
Blume Capital Management
California
$42K – – –
LDFR
566
Lehman & Derafelo Financial Resources
Pennsylvania
$37K – – –
TPCW
567
TD Private Client Wealth
New York
$34.6K +$33.4K +1,725 New
OPS
568
Orion Portfolio Solutions
Nebraska
$34K +$33.2K +1,716 New
HPC
569
HM Payson & Co
Maine
$32K – – –
GWS
570
Glassman Wealth Services
Virginia
$32K +$1.8K +93 +6%
WPA
571
West Paces Advisors
Georgia
$30.1K -$581K -30,000 -95%
CFA
572
Carroll Financial Associates
North Carolina
$30K – – –
SFPG
573
Stonebridge Financial Planning Group
Florida
$30K +$29K +1,497 New
IRC
574
Investors Research Corp
Georgia
$26K – – –
PIP
575
Peachtree Investment Partners
Florida
$25K +$24.6K +1,272 New
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