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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
51
Gemmer Asset Management
California
$8.95M +$175K +9,666 +2%
TSWM
52
Triangle Securities Wealth Management
North Carolina
$8.67M +$88K +4,863 +1%
SJIM
53
St. Johns Investment Management
Florida
$8.65M -$64.6K -3,573 -0.8%
CWM
54
Cornerstone Wealth Management
Missouri
$8.6M +$25.2M +1,394,874 +6,159%
IWMA
55
Ironwood Wealth Management (Arizona)
Arizona
$8.34M +$8.24M +455,565 New
CFMC
56
Curbstone Financial Management Corp
New Hampshire
$8.17M +$289K +15,990 +4%
LF
57
Lee Financial
Texas
$7.86M +$604K +33,393 +8%
EF
58
Empirical Finance
Pennsylvania
$7.56M +$7.47M +413,061 New
AAC
59
Asset Advisors Corp
Georgia
$7.44M -$836K -46,230 -10%
PA
60
Planning Alternatives
Michigan
$7.41M -$1.09M -60,351 -13%
VNA
61
Valley National Advisers
Pennsylvania
$7.31M +$376K +20,799 +5%
LCM
62
Leisure Capital Management
California
$7.13M +$109K +6,021 +2%
LIM
63
Lathrop Investment Management
Arkansas
$7.1M +$22.8K +1,263 +0.3%
RRC
64
Relaxing Retirement Coach
Massachusetts
$7.07M -$1.88M -103,890 -21%
WMG
65
WESCAP Management Group
California
$6.81M +$154K +8,523 +2%
AWA
66
Acorn Wealth Advisors
Michigan
$6.75M +$219K +12,099 +3%
BA
67
Bristlecone Advisors
Washington
$6.73M +$923K +51,024 +16%
EVM
68
Eaton Vance Management
Massachusetts
$6.53M -$6.34M -350,751 -50%
MCIA
69
Mountain Capital Investment Advisors
Colorado
$6.51M +$170K +9,390 +3%
UWM
70
USAdvisors Wealth Management
Minnesota
$6.49M +$32.7K +1,809 +0.5%
AMG
71
Asset Management Group
Connecticut
$6.47M +$35.2K +1,947 +0.6%
PFM
72
Parsec Financial Management
North Carolina
$6.36M +$769K +42,543 +14%
HA
73
Harfst & Associates
Wyoming
$6.33M -$2.46M -136,233 -28%
FLPIM
74
F.L. Putnam Investment Management
Massachusetts
$5.96M +$1.49M +82,428 +34%
CCM
75
Colorado Capital Management
Colorado
$5.91M +$139K +7,659 +2%
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