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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
626
Trexquant Investment
Connecticut
$341K +$344K +13,161 New
FRA
627
Frank Rimerman Advisors
California
$341K – – –
PWMG
628
Prestige Wealth Management Group
New Jersey
$340K – – –
AC
629
AlphaCore Capital
California
$332K +$306K +11,694 +1,114%
HCA
630
Harbour Capital Advisors
Virginia
$327K -$14.6K -558 -4%
LAIC
631
Lederer & Associates Investment Counsel
California
$325K -$5.96K -228 -2%
AT
632
American Trust
Kentucky
$324K +$91.8K +3,507 +39%
AF
633
Advisornet Financial
Minnesota
$324K – – –
SWM
634
Stockman Wealth Management
Montana
$321K – – –
FCM
635
Firestone Capital Management
Florida
$320K -$1.26K -48 -0.4%
P
636
&Partners
Tennessee
$319K +$53.5K +2,043 +20%
HIM
637
Harbour Investment Management
Washington
$317K +$1.18K +45 +0.4%
GG
638
Greenwood Gearhart
Arkansas
$316K -$71.8K -2,745 -18%
CIAS
639
Capital Investment Advisory Services
North Carolina
$316K – – –
PB
640
Pinnacle Bancorp
Nebraska
$315K – – –
KWS
641
Keystone Wealth Services
California
$314K – – –
WKSWA
642
White Knight Strategic Wealth Advisors
New Jersey
$314K -$45.8K -1,749 -13%
TWP
643
Total Wealth Planning
Ohio
$314K -$7.61K -291 -2%
RA
644
RFG Advisory
Alabama
$312K +$11.1K +423 +4%
SIS
645
Strategic Investment Solutions
Illinois
$312K +$317K +12,126 New
TC
646
Tenret Company
Florida
$311K – – –
KFS
647
Kaizen Financial Strategies
California
$310K +$1.02K +39 +0.3%
BB
648
Busey Bank
Illinois
$310K – – –
FIA
649
Foundations Investment Advisors
Arizona
$308K +$311K +11,874 New
ACM
650
Armbruster Capital Management
New York
$305K +$785 +30 +0.3%
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