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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
551
Harbour Investment Management
Washington
$276K – – –
PIM
552
Penobscot Investment Management
Massachusetts
$276K – – –
PFPT
553
Pinnacle Financial Partners (Tennessee)
Tennessee
$271K +$1K +45 +0.3%
PAM
554
Peak Asset Management
Colorado
$270K – – –
FRA
555
Frank Rimerman Advisors
California
$265K – – –
SCA
556
Stillwater Capital Advisors
Pennsylvania
$261K – – –
EWM
557
Elmwood Wealth Management
California
$254K – – –
MIP
558
Marietta Investment Partners
Wisconsin
$254K +$67 +3 +0%
AF
559
Advisornet Financial
Minnesota
$254K +$15.4K +690 +6%
RFC
560
Regions Financial Corp
Alabama
$252K -$3.35K -150 -1%
KWS
561
Keystone Wealth Services
California
$251K -$134 -6 -0%
TWP
562
Total Wealth Planning
Ohio
$250K -$642K -28,785 -70%
GWAM
563
Guardian Wealth Advisors (Minnesota)
Minnesota
$250K +$736 +33 +0.3%
CF
564
Centaurus Financial
California
$249K -$31.6K -1,416 -10%
G
565
Gainplan
Michigan
$243K -$16.1K -723 -6%
RCC
566
Red Cedar Capital
Nebraska
$243K +$1.21K +54 +0.5%
TC
567
Tenret Company
Florida
$242K -$937 -42 -0.3%
LBA
568
Lowell Blake & Associates
Massachusetts
$242K – – –
ACM
569
Armbruster Capital Management
New York
$236K -$119K -5,325 -31%
EWM
570
Echo Wealth Management
Minnesota
$236K – – –
DY
571
Dowling & Yahnke
California
$234K -$16K -717 -6%
RFA
572
Resurgent Financial Advisors
Georgia
$233K +$67 +3 +0%
GWM
573
Gray Wealth Management
Maine
$231K +$67 +3 +0%
IFG
574
Independent Financial Group
California
$230K -$15.9K -711 -6%
RBCM
575
Raub Brock Capital Management
California
$228K +$2.21K +99 +0.9%
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