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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
551
Grimes & Company
Massachusetts
$573K +$23.1K +828 +4%
EI
552
eCIO Inc
Wisconsin
$566K +$602K +21,616 New
RA
553
Ruggaard & Associates
Ohio
$562K -$9.75K -350 -2%
CWA
554
Continuum Wealth Advisors
New York
$561K -$67.3K -2,417 -10%
FC
555
Financial Consulate
Maryland
$560K +$529 +19 +0.1%
FIA
556
Foundations Investment Advisors
Arizona
$557K +$352K +12,654 +147%
MF
557
Meridian Financial
Massachusetts
$553K -$16.1K -578 -3%
PRS
558
Pinkerton Retirement Specialists
Idaho
$553K -$2.76K -99 -0.5%
SIA
559
SeaBridge Investment Advisors
New Jersey
$548K +$390 +14 +0.1%
AGA
560
Arkos Global Advisors
Texas
$545K – – –
AC
561
Apella Capital
Connecticut
$544K -$7.85K -282 -1%
LF
562
LifePlan Financial
Minnesota
$544K -$42K -1,507 -7%
SQA
563
Simon Quick Advisors
New Jersey
$542K -$6.16K -221 -1%
EWM
564
Empirical Wealth Management
Washington
$540K +$251K +9,022 +78%
PWM
565
Parkshore Wealth Management
California
$537K +$195 +7 +0%
SPIA
566
Steward Partners Investment Advisory
New York
$537K -$53.3K -1,915 -9%
KAS
567
KPP Advisory Services
Kentucky
$535K +$33.6K +1,205 +6%
CAM
568
Cozad Asset Management
Illinois
$534K – – –
CNFG
569
Creegan & Nassoura Financial Group
New Hampshire
$533K – – –
WSWA
570
Warren Street Wealth Advisors
California
$532K +$36.6K +1,314 +7%
HNB
571
Huntington National Bank
Ohio
$529K – – –
VC
572
Vicus Capital
Pennsylvania
$524K +$1.45K +52 +0.3%
WDL
573
Well Done LLC
Michigan
$515K +$345K +12,400 +200%
SCM
574
Stordahl Capital Management
Colorado
$515K – – –
FCI
575
Financial Counselors Inc
Kansas
$507K +$1.75K +63 +0.3%
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23
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