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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
51
Sage Financial Group
Pennsylvania
$8.45M +$145K +8,283 +2%
VNA
52
Valley National Advisers
Pennsylvania
$8.28M +$1.71M +97,821 +23%
TLP
53
Trinity Legacy Partners
Texas
$8.27M +$9.04M +517,602 New
FNC
54
First National Corp
Massachusetts
$8.25M +$9.02M +516,393 New
AWS
55
AJ Wealth Strategies
New York
$8.23M -$12.3M -706,623 -58%
FC
56
Financial Consulate
Maryland
$8.21M -$149K -8,550 -2%
MAM
57
Marquette Asset Management
Minnesota
$7.81M -$62.9K -3,600 -0.7%
SWRP
58
Summit Wealth & Retirement Planning
California
$7.77M +$8.5M +486,378 New
WTC
59
WhitTier Trust Company
Nevada
$7.74M +$8.36M +478,599 +7,855%
TSWM
60
Triangle Securities Wealth Management
North Carolina
$7.74M +$368K +21,054 +5%
SJIM
61
St. Johns Investment Management
Florida
$7.72M +$106K +6,063 +1%
IWMA
62
Ironwood Wealth Management (Arizona)
Arizona
$7.68M +$192K +10,971 +2%
FPCG
63
Fort Pitt Capital Group
Pennsylvania
$7.55M +$8.25M +472,344 New
CFMC
64
Curbstone Financial Management Corp
New Hampshire
$7.13M -$38.3K -2,190 -0.5%
HFS
65
HL Financial Services
Kentucky
$6.83M +$4.47M +256,044 +150%
PEA
66
Pacific Edge Advisors
California
$6.8M -$2.01M -114,915 -21%
BA
67
Bristlecone Advisors
Washington
$6.7M +$132K +7,575 +2%
AWM
68
Apollon Wealth Management
South Carolina
$6.66M +$6.56M +375,291 New
RRC
69
Relaxing Retirement Coach
Massachusetts
$6.65M +$746K +42,684 +11%
AWA
70
Acorn Wealth Advisors
Michigan
$6.56M +$98.3K +5,625 +1%
PFM
71
Parsec Financial Management
North Carolina
$6.55M +$113K +6,459 +2%
BSB
72
Bangor Savings Bank
Maine
$6.47M +$1.06M +60,414 +18%
AAIM
73
Asset Advisors Investment Management
Georgia
$6.42M -$247K -14,130 -3%
MCIA
74
Mountain Capital Investment Advisors
Colorado
$6.12M +$8.81K +504 +0.1%
IDA
75
Intelligence Driven Advisers
California
$6.12M +$6.69M +382,950 New
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