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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
576
Simon Quick Advisors
New Jersey
$580K +$1.28K +45 +0.2%
SIA
577
SeaBridge Investment Advisors
New Jersey
$579K +$595K +20,891 New
AGA
578
Arkos Global Advisors
Texas
$576K -$112K -3,924 -16%
PWM
579
Parkshore Wealth Management
California
$568K +$584K +20,499 New
MS
580
Madden Securities
Texas
$566K -$13.2K -464 -2%
CAM
581
Cozad Asset Management
Illinois
$565K -$164K -5,772 -22%
CNFG
582
Creegan & Nassoura Financial Group
New Hampshire
$564K – – –
HIF
583
Hill Island Financial
Michigan
$563K – – –
VC
584
Vicus Capital
Pennsylvania
$552K -$35.7K -1,254 -6%
LA
585
Lindenwold Advisors
Pennsylvania
$550K +$565K +19,845 New
WKSWA
586
White Knight Strategic Wealth Advisors
New Jersey
$546K +$248K +8,692 +79%
SCM
587
Stordahl Capital Management
Colorado
$544K -$4.84K -170 -0.9%
FCI
588
Financial Counselors Inc
Kansas
$535K -$1.05K -37 -0.2%
KAS
589
KPP Advisory Services
Kentucky
$532K +$34.4K +1,206 +7%
WSWA
590
Warren Street Wealth Advisors
California
$526K -$61.7K -2,166 -10%
APSI
591
Asset Planning Services Inc
Louisiana
$519K +$9.54K +335 +2%
FRA
592
Front Row Advisors
California
$519K +$5.41K +190 +1%
WDL
593
Well Done LLC
Michigan
$515K -$353K -12,400 -67%
CA
594
CWC Advisors
Oregon
$515K +$4.16K +146 +0.8%
SWM
595
Spire Wealth Management
Virginia
$514K -$2.37K -83 -0.4%
APW
596
Aurora Private Wealth
New Jersey
$514K -$1.37K -48 -0.3%
HTC
597
Haverford Trust Company
Pennsylvania
$514K – – –
PFS
598
Prospera Financial Services
Texas
$513K +$187K +6,577 +55%
PCM
599
Parsons Capital Management
Rhode Island
$513K -$78.7K -2,762 -13%
TCM
600
Twele Capital Management
Minnesota
$512K -$11.1K -391 -2%
22 23
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