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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
626
Whelan Financial
California
$470K -$8.73K -331 -2%
IPWA
627
International Private Wealth Advisors
California
$467K – – –
ETC
628
Exchange Traded Concepts
Oklahoma
$464K +$437K +16,555 New
PCM
629
Parsons Capital Management
Rhode Island
$464K -$13.1K -495 -3%
CWM
630
Castle Wealth Management
Florida
$462K -$6.33K -240 -1%
GG
631
Greenwood Gearhart
Arkansas
$460K -$260K -9,864 -38%
BFG
632
Berger Financial Group
Minnesota
$457K -$28.3K -1,073 -6%
AWM
633
AE Wealth Management
Kansas
$457K +$222K +8,401 +107%
DWM
634
David Wealth Management
Virginia
$451K +$131K +4,978 +45%
SWM
635
Spire Wealth Management
Virginia
$450K -$45K -1,707 -10%
CA
636
Continuum Advisory
Idaho
$449K +$403K +15,282 +2,114%
PTC
637
Private Trust Company
Ohio
$448K +$1.4K +53 +0.3%
MCP
638
Mirador Capital Partners
California
$445K -$1.11K -42 -0.3%
AL
639
Aspiriant LLC
California
$440K -$897K -33,993 -68%
BRWA
640
B. Riley Wealth Advisors
Florida
$436K +$411K +15,561 New
MF
641
Meridian Financial
Massachusetts
$436K -$146K -5,547 -26%
MCA
642
Millennium Capital Advisors
Arkansas
$427K +$211 +8 +0.1%
PCM
643
Park Capital Management
Wisconsin
$427K -$5.8K -220 -1%
TFP
644
Tilia Fiduciary Partners
North Carolina
$427K -$1.64K -62 -0.4%
LFG
645
Leverty Financial Group
Wisconsin
$422K -$933K -35,377 -70%
BAM
646
Bosun Asset Management
Illinois
$421K – – –
AIM
647
Acropolis Investment Management
Missouri
$421K – – –
LCM
648
Liberty Capital Management
Michigan
$418K – – –
CIS
649
Continental Investors Services
Washington
$414K -$2.72K -103 -0.7%
BW
650
BIP Wealth
Georgia
$412K -$14K -532 -3%
24 25
26
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