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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CNFG
551
Creegan & Nassoura Financial Group
New Hampshire
$563K – – –
HIF
552
Hill Island Financial
Michigan
$563K – – –
SPIA
553
Steward Partners Investment Advisory
New York
$559K -$160K -6,009 -23%
YIH
554
Y-Intercept (HK)
Hong Kong
$547K +$525K +19,752 New
SCM
555
Stordahl Capital Management
Colorado
$545K – – –
FCI
556
Financial Counselors Inc
Kansas
$536K -$43.1K -1,620 -8%
BF
557
Brogan Financial
Tennessee
$535K +$11.6K +435 +2%
TSS
558
Two Sigma Securities
New York
$535K +$513K +19,302 New
MOS
559
MGO One Seven
Ohio
$533K -$2.39K -90 -0.5%
OPWM
560
Oakwell Private Wealth Management
Texas
$527K -$36K -1,353 -7%
TCM
561
Twele Capital Management
Minnesota
$522K -$4.63K -174 -0.9%
SWM
562
Spire Wealth Management
Virginia
$517K -$10.1K -378 -2%
WDL
563
Well Done LLC
Michigan
$515K – – –
APW
564
Aurora Private Wealth
New Jersey
$515K +$957 +36 +0.2%
HTC
565
Haverford Trust Company
Pennsylvania
$513K – – –
FRA
566
Front Row Advisors
California
$513K -$65.2K -2,451 -12%
CA
567
CWC Advisors
Oregon
$511K +$490K +18,432 New
APSI
568
Asset Planning Services Inc
Louisiana
$509K +$27.9K +1,050 +6%
SA
569
Sanctuary Advisors
Indiana
$505K +$855K +32,148 +170%
SPL
570
Smart Portfolios LLC
Washington
$503K -$2.39K -90 -0.5%
KAS
571
KPP Advisory Services
Kentucky
$498K +$77.5K +2,913 +19%
PI
572
Pachira Investments
California
$497K +$3.35K +126 +0.7%
MCM
573
Mendel Capital Management
Arkansas
$495K +$55.8K +2,097 +13%
CAM
574
Chandler Asset Management
California
$494K +$10.1K +381 +0.7%
BW
575
BIP Wealth
Georgia
$490K +$169K +6,354 +56%
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