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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
551
Garrison Asset Management
Arkansas
$374K -$40.8K -1,812 -10%
BFG
552
Bouchey Financial Group
New York
$373K – – –
TFP
553
Tilia Fiduciary Partners
North Carolina
$373K -$947 -42 -0.3%
PFO
554
Pathstone Family Office
New Jersey
$366K +$68 +3 +0%
AF
555
Advisornet Financial
Minnesota
$362K -$9.2K -408 -3%
SWM
556
Stockman Wealth Management
Montana
$362K -$26.4K -1,173 -7%
HCA
557
Harbour Capital Advisors
Virginia
$357K -$66.8K -2,964 -16%
RPA
558
Rock Point Advisors
Vermont
$357K -$2.7K -120 -0.8%
PAMG
559
Patton Albertson Miller Group
Tennessee
$357K -$415K -18,414 -55%
LAIC
560
Lederer & Associates Investment Counsel
California
$356K -$27.9K -1,236 -8%
AIM
561
Acropolis Investment Management
Missouri
$355K – – –
BAM
562
Bosun Asset Management
Illinois
$355K – – –
WF
563
Williams Financial
Vermont
$352K +$11.7K +519 +4%
CCB
564
Country Club Bank
Missouri
$352K – – –
PFS
565
Prospera Financial Services
Texas
$351K -$3.04K -135 -0.9%
NAS
566
NWF Advisory Services
California
$349K – – –
FPAS
567
Focus Partners Advisor Solutions
Missouri
$347K -$25.5K -1,131 -7%
PL
568
Plancorp LLC
Missouri
$344K +$203 +9 +0.1%
ACA
569
Aspire Capital Advisors
Washington
$343K -$34.3K -1,524 -10%
AP
570
Appleton Partners
Massachusetts
$341K – – –
PAM
571
Peak Asset Management
Colorado
$341K +$17.6K +780 +6%
GG
572
Greenwood Gearhart
Arkansas
$340K +$10.6K +471 +3%
VWA
573
Visionary Wealth Advisors
Illinois
$339K -$5.27K -234 -2%
HNB
574
Huntington National Bank
Ohio
$335K – – –
RWM
575
Revisor Wealth Management
Ohio
$330K +$68 +3 +0%
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