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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSSFA
626
Baron Silver Stevens Financial Advisors
Florida
$14K +$13K +621 New
BFG
627
Baron Financial Group
New Jersey
$13.6K – – –
CG
628
Cutler Group
California
$13K -$31.3K -1,500 -72%
OIM
629
Oder Investment Management
California
$13K +$12.2K +585 New
GT
630
Glenmede Trust
Pennsylvania
$12K – – –
AF
631
Allworth Financial
California
$11K +$2.25K +108 +28%
FMP
632
Financial Management Professionals
Texas
$11K +$7.88K +378 +341%
GI
633
Gradient Investments
Minnesota
$10K – – –
CAAS
634
Capital Asset Advisory Services
Michigan
$9K +$8.26K +396 New
HCM
635
Horrell Capital Management
Arkansas
$8K – – –
WEC
636
Winslow Evans & Crocker
Massachusetts
$7K – – –
SIAG
637
Safeguard Investment Advisory Group
California
$7K +$6.88K +330 New
EK
638
Evensky & Katz
Florida
$6K -$1K -48 -16%
1IA
639
1834 Investment Advisors
Wisconsin
$6K – – –
NDSI
640
Newman Dignan & Sheerar Inc
Rhode Island
$5.33K -$3.63K -174 -0.1%
BAM
641
Bellevue Asset Management
Washington
$5K – – –
BWA
642
Burt Wealth Advisors
Maryland
$5K – – –
GI
643
GS Investments
Minnesota
$5K +$4.32K +207 New
TFM
644
TFC Financial Management
Massachusetts
$2K -$1.56K -75 -50%
PWM
645
Provident Wealth Management
Tennessee
$2K -$375 -18 -15%
DI
646
Disciplined Investments
Oklahoma
$2K – – –
GWS
647
Glassman Wealth Services
Virginia
$2K – – –
FWM
648
Focused Wealth Management
New York
$2K +$1.44K +69 New
WFA
649
West Financial Advisors
Iowa
$2K +$1.88K +90 New
WOSD
650
WFA of San Diego
California
$68 +$3.75K +180 +0.2%
24 25
26
27 28