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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
551
Aspen Investment Management
Michigan
$646K -$1.05K -36 -0.2%
CW
552
Cooksen Wealth
Texas
$644K -$3.49K -120 -0.5%
AC
553
Apella Capital
Connecticut
$639K – – –
JIR
554
James Investment Research
Ohio
$633K +$83.8K +2,878 +16%
TA
555
TPG Advisors
Illinois
$627K -$73.5K -2,524 -11%
PRS
556
Pinkerton Retirement Specialists
Idaho
$627K +$728 +25 +0.1%
FHA
557
Flagship Harbor Advisors
Massachusetts
$626K -$796K -27,338 -56%
GC
558
Grimes & Company
Massachusetts
$622K -$21.6K -743 -3%
SAG
559
SageView Advisory Group
California
$620K -$96.8K -3,326 -14%
LF
560
LifePlan Financial
Minnesota
$617K -$11.6K -400 -2%
SA
561
Sanctuary Advisors
Indiana
$617K -$23.6K -809 -4%
AGA
562
Arkos Global Advisors
Texas
$616K +$175 +6 +0%
EFA
563
Evernest Financial Advisors
Indiana
$615K +$2.18K +75 +0.4%
KAS
564
KPP Advisory Services
Kentucky
$614K -$582 -20 -0.1%
SQA
565
Simon Quick Advisors
New Jersey
$613K -$1.51K -52 -0.3%
RA
566
Ruggaard & Associates
Ohio
$608K -$8.97K -308 -1%
AL
567
Aspiriant LLC
California
$607K +$139K +4,773 +30%
CAM
568
Cozad Asset Management
Illinois
$604K – – –
TP
569
Tranquility Partners
Tennessee
$604K +$593K +20,379 New
CWA
570
Continuum Wealth Advisors
New York
$604K -$5.82K -200 -1%
CNFG
571
Creegan & Nassoura Financial Group
New Hampshire
$603K – – –
HWA
572
Heartwood Wealth Advisors
Virginia
$600K +$69.7K +2,396 +13%
EWM
573
Empirical Wealth Management
Washington
$600K +$216K +7,407 +58%
FPAS
574
Focus Partners Advisor Solutions
Missouri
$592K -$409K -14,067 -41%
SWP
575
Strategic Wealth Partners
Ohio
$591K +$577K +19,808 +14,354%
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23
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