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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
551
LifePlan Financial Group
Ohio
$13K +$1.59K +87 +11%
PIP
552
Peachtree Investment Partners
Florida
$12K -$6.98K -381 -30%
PO
553
Private Ocean
California
$12K -$385 -21 -2%
BEI
554
Benjamin Edwards Inc
Missouri
$12K +$10.7K +582 +228%
GCM
555
Gables Capital Management
Florida
$12K +$15.2K +831 New
GT
556
Glenmede Trust
Pennsylvania
$10K – – –
NSIM
557
North Star Investment Management
Illinois
$10K – – –
DWM
558
Darwin Wealth Management
Florida
$10K +$14K +765 New
KFI
559
Key Financial Inc
Pennsylvania
$9K +$12K +654 New
TL
560
TrueWealth LLC
Georgia
$7K – – –
EK
561
Evensky & Katz
Florida
$7K +$165 +9 +2%
FMP
562
Financial Management Professionals
Texas
$6K -$27.3M -1,492,539 -100%
ACA
563
Aptus Capital Advisors
Alabama
$6K -$4.94K -270 -38%
CIAS
564
CBIZ Investment Advisory Services
Ohio
$6K – – –
WEC
565
Winslow Evans & Crocker
Massachusetts
$6K – – –
HCM
566
Horrell Capital Management
Arkansas
$5K – – –
BWA
567
Burt Wealth Advisors
Maryland
$5K +$2.36K +129 +60%
LCC
568
Lincoln Capital Corp
Rhode Island
$4.55K +$540K +29,514 +10%
GI
569
Gradient Investments
Minnesota
$4K -$2.42K -132 -32%
1IA
570
1834 Investment Advisors
Wisconsin
$4K -$2.36K -129 -32%
IA
571
Independence Advisors
Pennsylvania
$4K +$55 +3 +1%
GSWM
572
Golden State Wealth Management
California
$4K +$5.11K +279 New
CG
573
Cutler Group
California
$4K +$5.44K +297 New
CAAS
574
Capital Asset Advisory Services
Michigan
$3K -$934 -51 -22%
DTIM
575
Danda Trouve Investment Management
Kansas
$3K +$55 +3 +2%
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