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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
EK
676
Evensky & Katz
Florida
$7K -$77 -3 -1%
1IA
677
1834 Investment Advisors
Wisconsin
$7K – – –
TCM
678
TD Capital Management
Tennessee
$7K +$6.43K +249 New
LWM
679
Liberty Wealth Management
California
$7K +$6.82K +264 New
FFG
680
Ford Financial Group
California
$7K +$7.75K +300 New
WIA
681
Wealthstreet Investment Advisors
Texas
$6K -$717K -27,750 -99%
GT
682
Glenmede Trust
Pennsylvania
$6K – – –
BAM
683
Bellevue Asset Management
Washington
$5K – – –
CAAS
684
Capital Asset Advisory Services
Michigan
$5K +$232 +9 +5%
BU
685
BBVA USA
Alabama
$5K +$5.04K +195 New
AF
686
Allworth Financial
California
$4K – – –
PWM
687
Prentice Wealth Management
New York
$4K +$3.56K +138 New
EL
688
EMFO LLC
Florida
$4K +$4.34K +168 New
FMP
689
Financial Management Professionals
Texas
$3K – – –
HFS
690
Hantz Financial Services
Michigan
$3K +$2.56K +99 New
FFA
691
Freedman Financial Associates
Massachusetts
$3K +$3.18K +123 New
DI
692
Disciplined Investments
Oklahoma
$2K – – –
FWM
693
Focused Wealth Management
New York
$2K – – –
TFM
694
TFC Financial Management
Massachusetts
$2K – – –
PWM
695
Provident Wealth Management
Tennessee
$1K -$77 -3 -7%
NC
696
NewSquare Capital
Pennsylvania
$1K – – –
CCM
697
Ciovacco Capital Management
Georgia
– -$6.26M -250,965 Closed
UFA
698
US Financial Advisors
Massachusetts
– -$3.66M -147,465 Closed
KP
699
Keel Point
Alabama
– -$2.94M -118,581 Closed
TI
700
tru Independence
Oregon
– -$1.42M -57,069 Closed
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