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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
CoreCap Advisors
Michigan
$45K +$45K +1,686 New
COCM
702
Charter Oak Capital Management
New Hampshire
$42K +$41.4K +1,554 New
CTC
703
Central Trust Company
Missouri
$40K – – –
GWM
704
Geneos Wealth Management
Colorado
$39K – – –
MSFP
705
Mark Sheptoff Financial Planning
Connecticut
$37K – – –
GCM
706
Gables Capital Management
Florida
$32K – – –
PFA
707
Professional Financial Advisors
Nebraska
$32K – – –
HIA
708
Harbor Investment Advisory
Maryland
$31K – – –
TC
709
Truvestments Capital
Florida
$30K – – –
KIG
710
Kessler Investment Group
Indiana
$30K +$30.1K +1,128 New
EWM
711
EPG Wealth Management
Georgia
$29K – – –
BWA
712
BDO Wealth Advisors
Florida
$29K +$80 +3 +0.3%
AC
713
AlphaCore Capital
California
$28K – – –
BCM
714
Blume Capital Management
California
$28K – – –
EI
715
Ellevest Inc
New York
$28K +$80 +3 +0.3%
SAM
716
Strategic Asset Management
Minnesota
$27K – – –
SFPG
717
Stonebridge Financial Planning Group
Florida
$25K – – –
LFG
718
Leverty Financial Group
Wisconsin
$24K +$24.2K +909 New
LCM
719
Logan Capital Management
Pennsylvania
$23K -$800 -30 -3%
PO
720
Private Ocean
California
$23K – – –
GWS
721
Glassman Wealth Services
Virginia
$23K +$11.3K +423 +101%
AAP
722
Arax Advisory Partners
Colorado
$21K – – –
SIAP
723
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K -$21.1K -792 -53%
GIA
724
Goodwin Investment Advisory
Georgia
$19K – – –
HFS
725
Hantz Financial Services
Michigan
$19K +$16.3K +612 +618%
27 28
29
30 31