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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
676
Bison Wealth
Georgia
$27K – – –
CCM
677
Covington Capital Management
California
$26K -$19.1K -828 -40%
GCM
678
Gables Capital Management
Florida
$25K – – –
CG
679
Cutler Group
California
$25K +$27.6K +1,197 New
COCM
680
Charter Oak Capital Management
New Hampshire
$24K -$28.9K -1,254 -52%
HIA
681
Harbor Investment Advisory
Maryland
$24K – – –
TC
682
Truvestments Capital
Florida
$23K +$25.9K +1,122 New
BCM
683
Blume Capital Management
California
$22K – – –
AC
684
AlphaCore Capital
California
$22K +$69 +3 +0.3%
BWA
685
BDO Wealth Advisors
Florida
$22K +$69 +3 +0.3%
EI
686
Ellevest Inc
New York
$22K +$138 +6 +0.6%
SAM
687
Strategic Asset Management
Minnesota
$21K – – –
CCA
688
Column Capital Advisors
Indiana
$20K -$90K -3,900 -80%
GT
689
Glenmede Trust
Pennsylvania
$19K -$5.54K -240 -20%
AWM
690
Atticus Wealth Management
Florida
$18K – – –
PO
691
Private Ocean
California
$18K – – –
AAP
692
Arax Advisory Partners
Colorado
$16K -$1.11K -48 -6%
LDFR
693
Lehman & Derafelo Financial Resources
Pennsylvania
$16K +$17.2K +744 New
LCM
694
Logan Capital Management
Pennsylvania
$15K -$3.25K -141 -17%
SIAP
695
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K – – –
PFA
696
Professional Financial Advisors
Nebraska
$14K -$9.41K -408 -38%
CA
697
CoreCap Advisors
Michigan
$14K +$15.2K +657 New
VWM
698
Valley Wealth Managers
New Jersey
$14K +$15.2K +657 New
HBW
699
Hazlett, Burt & Watson
West Virginia
$13K – – –
BFPW
700
BOK Financial Private Wealth
Colorado
$13K +$14.1K +612 New
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