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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
601
Capital Directions Investment Advisors
Georgia
$138K +$137K +5,304 New
FHA
602
First Horizon Advisors
Tennessee
$135K – – –
FCA
603
FinTrust Capital Advisors
South Carolina
$128K +$232 +9 +0.2%
CCA
604
Column Capital Advisors
Indiana
$127K +$101K +3,900 +409%
TSW
605
Thompson Siegel & Walmsley
Virginia
$125K – – –
CIM
606
Contravisory Investment Management
Massachusetts
$117K +$17.9K +693 +18%
IRC
607
Investors Research Corp
Georgia
$114K – – –
S
608
SignatureFD
Georgia
$110K – – –
GLLW
609
Graves Light Lenhart Wealth
Virginia
$109K +$232 +9 +0.2%
WPA
610
West Paces Advisors
Georgia
$104K +$2.56K +99 +3%
PK
611
Pflug Koory
Nebraska
$102K – – –
OC
612
Oakworth Capital
Alabama
$95K – – –
BFC
613
Bedel Financial Consulting
Indiana
$94K -$65.4K -2,532 -41%
FCM
614
Firestone Capital Management
Florida
$93K +$155 +6 +0.2%
TCWA
615
Ten Capital Wealth Advisors
Washington
$85K +$49.5K +1,917 +142%
SFSIG
616
San Francisco Sentry Investment Group
California
$84K – – –
WQ
617
Wealth Quarterback
New Jersey
$78K +$77.2K +2,988 New
M
618
MOTCO
Texas
$75K +$74K +2,865 New
BC
619
Burleson & Co
California
$72K -$1.63K -63 -2%
CFG
620
CKW Financial Group
Hawaii
$72K +$70.4K +2,724 New
ACA
621
Aptus Capital Advisors
Alabama
$69K +$12.6K +486 +22%
ADL
622
Asset Dedication LLC
California
$66K +$29.6K +1,146 +81%
HC
623
Hoese & Co
Minnesota
$63K – – –
SSB
624
Sandy Spring Bank
Maryland
$62K +$4.73K +183 +8%
SFPG
625
Stonebridge Financial Planning Group
Florida
$61K – – –
23 24
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