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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
601
LifePlan Financial
Minnesota
$607K -$19.3K -648 -3%
CNFG
602
Creegan & Nassoura Financial Group
New Hampshire
$605K -$6.71K -225 -1%
KAS
603
KPP Advisory Services
Kentucky
$602K -$21K -703 -3%
CAM
604
Cozad Asset Management
Illinois
$602K -$11.3K -378 -2%
RRA
605
Red Reef Advisors
Florida
$589K +$584K +19,580 New
TP
606
Tranquility Partners
Tennessee
$587K -$25.5K -857 -4%
HTC
607
Haverford Trust Company
Pennsylvania
$585K +$24.1K +807 +4%
DI
608
Diligent Investors
California
$584K – – –
MT
609
Midwest Trust
Kansas
$580K – – –
PWM
610
Parkshore Wealth Management
California
$579K +$2.44K +82 +0.4%
PS
611
Principal Securities
Iowa
$579K -$3.37K -113 -0.6%
WPW
612
Watershed Private Wealth
Illinois
$578K -$18.7K -627 -3%
RA
613
Ruggaard & Associates
Ohio
$578K -$38.8K -1,300 -6%
AUB
614
Atlantic Union Bankshares
Virginia
$578K +$1.79K +60 +0.3%
SCM
615
Stordahl Capital Management
Colorado
$572K -$14K -469 -2%
VF
616
Vestment Financial
Minnesota
$567K -$44.3K -1,485 -8%
APSI
617
Asset Planning Services Inc
Louisiana
$567K -$14K -470 -2%
SPL
618
Smart Portfolios LLC
Washington
$566K – – –
TCM
619
Twele Capital Management
Minnesota
$560K – – –
CA
620
CWC Advisors
Oregon
$554K -$1.52K -51 -0.3%
PI
621
Pachira Investments
California
$550K +$2.38K +80 +0.4%
OPWM
622
Oakwell Private Wealth Management
Texas
$543K – – –
TPCW
623
TD Private Client Wealth
New York
$542K +$22.2K +744 +4%
PCM
624
Park Capital Management
Wisconsin
$527K +$64.4K +2,160 +14%
CIA
625
Compass Ion Advisors
Pennsylvania
$524K -$42.4K -1,421 -8%
23 24
25
26 27