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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
676
Liberty Wealth Management
California
$7K +$78 +3 +1%
EK
677
Evensky & Katz
Florida
$6K -$235 -9 -3%
GT
678
Glenmede Trust
Pennsylvania
$6K – – –
TCM
679
TD Capital Management
Tennessee
$6K +$78 +3 +1%
BU
680
BBVA USA
Alabama
$5K – – –
BAM
681
Bellevue Asset Management
Washington
$5K – – –
GI
682
GS Investments
Minnesota
$5K +$5.41K +207 New
EL
683
EMFO LLC
Florida
$4K – – –
CAAS
684
Capital Asset Advisory Services
Michigan
$3K -$2.04K -78 -38%
FMP
685
Financial Management Professionals
Texas
$3K – – –
FFA
686
Freedman Financial Associates
Massachusetts
$3K – – –
HFS
687
Hantz Financial Services
Michigan
$3K – – –
DI
688
Disciplined Investments
Oklahoma
$2K – – –
FWM
689
Focused Wealth Management
New York
$2K – – –
TFM
690
TFC Financial Management
Massachusetts
$2K – – –
PWM
691
Provident Wealth Management
Tennessee
$1K -$470 -18 -43%
NC
692
NewSquare Capital
Pennsylvania
$1K – – –
EWA
693
Exencial Wealth Advisors
Oklahoma
– -$11.5M -440,577 Closed
CIAS
694
CFS Investment Advisory Services
New Jersey
– -$6.32M -242,382 Closed
SFMG
695
Sage Financial Management Group
Virginia
– -$6.32M -242,382 Closed
MSA
696
Marino Stram & Associates
Massachusetts
– -$3.81M -145,896 Closed
SPP
697
Single Point Partners
Massachusetts
– -$1.58M -60,624 Closed
OMC
698
Old Mission Capital
Illinois
– -$1.21M -46,512 Closed
ACP
699
Arcus Capital Partners
Georgia
– -$1.21M -46,197 Closed
CC
700
Claybrook Capital
Massachusetts
– -$511K -19,602 Closed
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