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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
601
Continuum Wealth Advisors
New York
$732K – – –
WAM
602
Worth Asset Management
Texas
$732K +$683K +19,849 New
AIM
603
Aspen Investment Management
Michigan
$723K -$55K -1,598 -8%
TP
604
Tranquility Partners
Tennessee
$720K – – –
AUB
605
Atlantic Union Bankshares
Virginia
$719K -$18.7K -543 -3%
MT
606
Midwest Trust
Kansas
$705K -$6.71K -195 -1%
LFAS
607
Level Four Advisory Services
Texas
$704K +$65.9K +1,914 +11%
RA
608
Ruggaard & Associates
Ohio
$701K – – –
SCM
609
Stordahl Capital Management
Colorado
$701K – – –
MA
610
Mutual Advisors
Nebraska
$696K -$10.3K -299 -2%
HTC
611
Haverford Trust Company
Pennsylvania
$693K – – –
SAM
612
Smithbridge Asset Management
Pennsylvania
$688K -$110K -3,190 -15%
WCM
613
WLTH Capital Management
Arizona
$685K -$6.02K -175 -0.9%
APSI
614
Asset Planning Services Inc
Louisiana
$684K -$13.9K -405 -2%
PS
615
Principal Securities
Iowa
$682K -$1.48K -43 -0.2%
PI
616
Pachira Investments
California
$678K +$1.86K +54 +0.3%
ET
617
Equitable Trust
Tennessee
$675K +$630K +18,304 New
TCM
618
Twele Capital Management
Minnesota
$670K -$4.71K -137 -0.7%
LF
619
LifePlan Financial
Minnesota
$668K -$28.5K -829 -4%
WPW
620
Watershed Private Wealth
Illinois
$662K -$43K -1,250 -7%
EFA
621
Evernest Financial Advisors
Indiana
$662K +$1.79K +52 +0.3%
EWM
622
Empirical Wealth Management
Washington
$662K +$300K +8,721 +95%
PRS
623
Pinkerton Retirement Specialists
Idaho
$656K +$516 +15 +0.1%
MCP
624
Mirador Capital Partners
California
$656K +$3.65K +106 +0.6%
CAM
625
Cozad Asset Management
Illinois
$652K – – –
23 24
25
26 27