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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
576
Plancorp LLC
Missouri
$328K +$138 +6 +0%
AP
577
Appleton Partners
Massachusetts
$325K -$27.4K -1,188 -8%
WF
578
Williams Financial
Vermont
$325K +$1.1K +48 +0.3%
HNB
579
Huntington National Bank
Ohio
$320K – – –
PFA
580
Pinnacle Family Advisors
Missouri
$319K -$46.2K -2,007 -12%
TI
581
Trexquant Investment
Connecticut
$318K +$324K +14,055 New
RSWM
582
Robertson Stephens Wealth Management
California
$316K +$1.38K +60 +0.4%
RWM
583
Revisor Wealth Management
Ohio
$315K +$321K +13,947 New
WAM
584
Worth Asset Management
Texas
$315K +$320K +13,908 +92,720%
GG
585
Greenwood Gearhart
Arkansas
$314K -$26.3K -1,140 -8%
RWM
586
RBA Wealth Management
California
$308K -$6.29K -273 -2%
PAM
587
Peak Asset Management
Colorado
$308K – – –
MIP
588
Marietta Investment Partners
Wisconsin
$307K +$7.67K +333 +3%
LFG
589
Leverty Financial Group
Wisconsin
$306K -$38.5K -1,671 -11%
PFPT
590
Pinnacle Financial Partners (Tennessee)
Tennessee
$306K +$829 +36 +0.3%
GWAM
591
Guardian Wealth Advisors (Minnesota)
Minnesota
$300K +$8.43K +366 +3%
BW
592
BIP Wealth
Georgia
$298K +$303K +13,167 New
FRA
593
Frank Rimerman Advisors
California
$297K – – –
PIA
594
Pinion Investment Advisors
Kansas
$296K -$9.67K -420 -3%
RPGK
595
Retirement Planning Group (Kansas)
Kansas
$296K +$301K +13,083 New
PWMG
596
Prestige Wealth Management Group
New Jersey
$296K -$69K -2,997 -19%
CFO
597
CVA Family Office
Colorado
$295K -$61.3K -2,661 -17%
IF
598
Intrua Financial
Texas
$294K -$13K -564 -4%
ZIM
599
Zacks Investment Management
Illinois
$294K -$8.36K -363 -3%
SCA
600
Stillwater Capital Advisors
Pennsylvania
$292K – – –
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