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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
551
Column Capital Advisors
Indiana
$13K -$185K -10,122 -91%
ME
552
McIlrath & Eck
Washington
$13K – – –
LFG
553
LifePlan Financial Group
Ohio
$13K +$1.59K +87 +11%
PIP
554
Peachtree Investment Partners
Florida
$12K -$6.98K -381 -30%
PO
555
Private Ocean
California
$12K -$385 -21 -2%
BEI
556
Benjamin Edwards Inc
Missouri
$12K +$10.7K +582 +228%
GCM
557
Gables Capital Management
Florida
$12K +$15.2K +831 New
GT
558
Glenmede Trust
Pennsylvania
$10K – – –
NSIM
559
North Star Investment Management
Illinois
$10K – – –
DWM
560
Darwin Wealth Management
Florida
$10K +$14K +765 New
KFI
561
Key Financial Inc
Pennsylvania
$9K +$12K +654 New
TL
562
TrueWealth LLC
Georgia
$7K – – –
EK
563
Evensky & Katz
Florida
$7K +$165 +9 +2%
FMP
564
Financial Management Professionals
Texas
$6K -$27.3M -1,492,539 -100%
ACA
565
Aptus Capital Advisors
Alabama
$6K -$4.94K -270 -38%
CIAS
566
CBIZ Investment Advisory Services
Ohio
$6K – – –
WEC
567
Winslow Evans & Crocker
Massachusetts
$6K – – –
HCM
568
Horrell Capital Management
Arkansas
$5K – – –
BWA
569
Burt Wealth Advisors
Maryland
$5K +$2.36K +129 +60%
GI
570
Gradient Investments
Minnesota
$4K -$2.42K -132 -32%
1IA
571
1834 Investment Advisors
Wisconsin
$4K -$2.36K -129 -32%
IA
572
Independence Advisors
Pennsylvania
$4K +$55 +3 +1%
GSWM
573
Golden State Wealth Management
California
$4K +$5.11K +279 New
CG
574
Cutler Group
California
$4K +$5.44K +297 New
CAAS
575
Capital Asset Advisory Services
Michigan
$3K -$934 -51 -22%
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