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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPA
601
Old Port Advisors
Maine
$386K -$1.73K -66 -0.4%
HWP
602
Heritage Wealth Partners
Ohio
$384K +$387K +14,796 New
WCM
603
Wealthcare Capital Management
Virginia
$382K -$15.6K -597 -4%
WPA
604
West Paces Advisors
Georgia
$381K – – –
HC
605
Hamilton Capital
Ohio
$379K -$2.83K -108 -0.7%
RPA
606
Rock Point Advisors
Vermont
$379K +$3.45K +132 +0.9%
PL
607
Plancorp LLC
Missouri
$377K – – –
MIA
608
MeadowBrook Investment Advisors
Michigan
$376K +$5.49K +210 +1%
PFPT
609
Pinnacle Financial Partners (Tennessee)
Tennessee
$372K – – –
BI
610
Berkeley Inc
Idaho
$371K -$153K -5,850 -29%
PI
611
PFG Investments
New York
$364K +$86.7K +3,312 +31%
GWAM
612
Guardian Wealth Advisors (Minnesota)
Minnesota
$364K +$3.06K +117 +0.8%
PFGIA
613
Patriot Financial Group Insurance Agency
Massachusetts
$363K -$39.4K -1,506 -10%
RFA
614
Resurgent Financial Advisors
Georgia
$362K -$224K -8,559 -38%
DAS
615
Diversify Advisory Services
Utah
$361K +$38.1K +1,455 +12%
PWM
616
Praetorian Wealth Management
California
$361K +$364K +13,908 New
EL
617
EWA LLC
Pennsylvania
$359K +$157 +6 +0%
NAS
618
NWF Advisory Services
California
$358K -$37.5K -1,434 -9%
MCP
619
Mirador Capital Partners
California
$357K -$14.9K -570 -4%
MIP
620
Marietta Investment Partners
Wisconsin
$356K -$9.5K -363 -3%
RWM
621
RBA Wealth Management
California
$353K +$4.95K +189 +1%
CIA
622
Choate Investment Advisors
Massachusetts
$351K +$354K +13,530 New
FWM
623
Fingerlakes Wealth Management
New York
$348K -$2.35K -90 -0.7%
PFS
624
Prospera Financial Services
Texas
$346K -$11.5K -441 -3%
PAMG
625
Patton Albertson Miller Group
Tennessee
$345K – – –
23 24
25
26 27