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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
601
Twele Capital Management
Minnesota
$523K +$4.35K +165 +0.9%
HTC
602
Haverford Trust Company
Pennsylvania
$520K – – –
APSI
603
Asset Planning Services Inc
Louisiana
$520K -$5.14K -195 -1%
CA
604
CWC Advisors
Oregon
$518K -$1.45K -55 -0.3%
JIR
605
James Investment Research
Ohio
$518K +$39.5K +1,496 +9%
DI
606
Diligent Investors
California
$516K – – –
TPCW
607
TD Private Client Wealth
New York
$510K -$186K -7,044 -28%
PI
608
Pachira Investments
California
$509K +$3.14K +119 +0.7%
CFG
609
Chapman Financial Group
Hawaii
$508K +$477K +18,100 New
OPWM
610
Oakwell Private Wealth Management
Texas
$507K – – –
RZH
611
Relyea Zuckerberg Hanson
Connecticut
$505K -$169K -6,424 -26%
SWP
612
Stratos Wealth Partners
Ohio
$504K +$343 +13 +0.1%
MS
613
Madden Securities
Texas
$503K -$8.05K -305 -2%
HWA
614
Heartwood Wealth Advisors
Virginia
$501K +$471K +17,859 New
LFAS
615
Level Four Advisory Services
Texas
$501K -$11.7K -445 -2%
PB
616
Pinnacle Bancorp
Nebraska
$500K +$84.3K +3,194 +22%
QCM
617
Quantinno Capital Management
New York
$497K +$259K +9,822 +124%
MCM
618
Mendel Capital Management
Arkansas
$493K -$15.2K -575 -3%
CAG
619
Curtis Advisory Group
California
$492K +$57.2K +2,170 +14%
FRA
620
Front Row Advisors
California
$485K -$23.7K -900 -5%
PL
621
Plancorp LLC
Missouri
$480K +$211 +8 +0%
HT
622
Heritage Trust
Oklahoma
$480K – – –
YIH
623
Y-Intercept (HK)
Hong Kong
$478K +$449K +17,037 New
MWA
624
Motive Wealth Advisors
Michigan
$476K – – –
PPWM
625
Perissos Private Wealth Management
Oklahoma
$473K +$422 +16 +0.1%
23 24
25
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