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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
626
Orion Portfolio Solutions
Nebraska
$367K -$422K -15,885 -55%
FRA
627
Frank Rimerman Advisors
California
$364K – – –
PWMG
628
Prestige Wealth Management Group
New Jersey
$362K – – –
IAA
629
Independent Advisor Alliance
North Carolina
$359K -$188K -7,074 -35%
SC
630
Scotia Capital
Ontario, Canada
$359K +$114K +4,299 +50%
LAIC
631
Lederer & Associates Investment Counsel
California
$355K +$7.74K +291 +2%
SSB
632
Sandy Spring Bank
Maryland
$354K +$65.3K +2,457 +24%
AC
633
AlphaCore Capital
California
$353K – – –
NAS
634
NWF Advisory Services
California
$353K -$28.7K -1,080 -8%
HCA
635
Harbour Capital Advisors
Virginia
$352K – – –
GG
636
Greenwood Gearhart
Arkansas
$352K +$13.2K +498 +4%
PAMG
637
Patton Albertson Miller Group
Tennessee
$347K -$20.1K -756 -6%
PWA
638
Pillar Wealth Advisors
Pennsylvania
$345K -$4.86M -182,736 -94%
RA
639
RFG Advisory
Alabama
$345K +$10.9K +411 +3%
VCA
640
Verdence Capital Advisors
Maryland
$343K +$37.8K +1,422 +13%
FCM
641
Firestone Capital Management
Florida
$343K +$1.52K +57 +0.5%
PFGIA
642
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$43K -1,617 -12%
HIM
643
Harbour Investment Management
Washington
$337K – – –
PB
644
Pinnacle Bancorp
Nebraska
$336K – – –
OCM
645
Osterweis Capital Management
California
$335K – – –
TC
646
Tenret Company
Florida
$332K -$558 -21 -0.2%
PFS
647
Prospera Financial Services
Texas
$331K -$36.9K -1,386 -10%
BB
648
Busey Bank
Illinois
$331K – – –
ACM
649
Armbruster Capital Management
New York
$327K +$1.2K +45 +0.4%
KWS
650
Keystone Wealth Services
California
$323K -$11.7K -441 -4%
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