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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PG
551
Patten Group
Tennessee
$253K +$251K +9,705 New
PWM
552
PRW Wealth Management
Massachusetts
$253K +$251K +9,705 New
GHA
553
GW Henssler & Associates
Georgia
$252K -$175K -6,786 -41%
ODIJL
554
One Day In July LLC
Vermont
$252K – – –
PFPT
555
Pinnacle Financial Partners (Tennessee)
Tennessee
$252K +$1.08K +42 +0.4%
PWA
556
Pinnacle Wealth Advisors
Tennessee
$252K +$249K +9,654 New
UTC
557
Unified Trust Company
Kentucky
$252K +$250K +9,675 New
B
558
Bellecapital
Switzerland
$250K +$15.6K +603 +7%
SCA
559
STALEY CAPITAL ADVISERS
Pennsylvania
$249K – – –
NG
560
NWK Group
California
$246K – – –
CIP
561
Capital Insight Partners
Arizona
$245K – – –
DWP
562
Destiny Wealth Partners
Florida
$243K +$8.83K +342 +4%
MCCP
563
Mission Creek Capital Partners
California
$242K – – –
GIA
564
GHP Investment Advisors
Colorado
$241K +$26.3K +1,017 +12%
FWP
565
Falcon Wealth Planning
California
$239K -$18.4K -711 -7%
IAP
566
Indie Asset Partners
Indiana
$237K -$27.1K -1,050 -10%
CSIC
567
Clifford Swan Investment Counsel
California
$236K +$235K +9,108 New
FNBOMD
568
First National Bank of Mount Dora
Florida
$235K – – –
YIH
569
Y-Intercept (HK)
Hong Kong
$235K +$233K +9,003 New
AP
570
Appleton Partners
Massachusetts
$233K – – –
KLI
571
Kelman-Lazarov Inc
Tennessee
$231K -$15.8K -612 -6%
HI
572
Human Investing
Oregon
$228K -$597K -23,115 -73%
SI
573
Shaker Investments
Ohio
$224K +$7.21K +279 +3%
GC
574
Gratus Capital
Georgia
$223K +$542 +21 +0.2%
MCM
575
Mainstay Capital Management
Michigan
$221K +$219K +8,460 New
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