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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
551
Pinnacle Family Advisors
Missouri
$355K -$2.66M -106,044 -88%
WF
552
Williams Financial
Vermont
$353K +$10.7K +426 +3%
JWCA
553
J.W. Cole Advisors
Florida
$353K +$68.7K +2,739 +24%
TSS
554
Two Sigma Securities
New York
$352K +$118K +4,695 +51%
CFO
555
CVA Family Office
Colorado
$346K +$978 +39 +0.3%
ZIM
556
Zacks Investment Management
Illinois
$344K +$30K +1,197 +10%
RWM
557
Reston Wealth Management
Virginia
$340K -$21.9K -873 -6%
PCA
558
Personal Capital Advisors
California
$339K -$49.5K -1,974 -13%
HIM
559
Harbour Investment Management
Washington
$339K +$30.1K +1,200 +10%
PAM
560
Peak Asset Management
Colorado
$338K -$56.4K -2,250 -14%
PFPT
561
Pinnacle Financial Partners (Tennessee)
Tennessee
$338K +$827 +33 +0.2%
G
562
Gainplan
Michigan
$335K -$80.5K -3,210 -20%
FRA
563
Frank Rimerman Advisors
California
$332K – – –
PPA
564
Parametric Portfolio Associates
Washington
$330K +$23.5K +936 +8%
SCA
565
Stillwater Capital Advisors
Pennsylvania
$327K – – –
HWMA
566
Heritage Wealth Management (Arizona)
Arizona
$320K +$317K +12,648 New
EWM
567
Elmwood Wealth Management
California
$319K +$75 +3 +0%
UB
568
UMB Bank
Missouri
$318K -$42.9K -1,710 -12%
GWAM
569
Guardian Wealth Advisors (Minnesota)
Minnesota
$318K +$10.8K +429 +4%
GG
570
Greenwood Gearhart
Arkansas
$312K -$12K -477 -4%
TBWA
571
Three Bridge Wealth Advisors
California
$311K +$308K +12,303 New
MA
572
MONECO Advisors
Connecticut
$310K +$376 +15 +0.1%
CP
573
Capital Planning
Washington
$307K -$29.6K -1,179 -9%
RFC
574
Regions Financial Corp
Alabama
$305K – – –
TC
575
Tenret Company
Florida
$305K – – –
21 22
23
24 25