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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
751
Logan Capital Management
Pennsylvania
$5.95K -$4.08K -186 -41%
TCM
752
TD Capital Management
Tennessee
$5.6K – – –
MAWA
753
Moss Adams Wealth Advisors
Washington
$4.92K +$4.93K +225 New
CAS
754
Coppell Advisory Solutions
Texas
$4.72K +$4.73K +216 New
CASC
755
Coppell Advisory Solutions Corp
Texas
$4.72K +$4.73K +216 New
PIP
756
Peachtree Investment Partners
Florida
$4.62K – – –
GI
757
GS Investments
Minnesota
$4.57K – – –
BAM
758
Bellevue Asset Management
Washington
$4.43K – – –
CSWM
759
Cassady Schiller Wealth Management
Ohio
$3.81K +$3.81K +174 New
EL
760
EMFO LLC
Florida
$3.78K +$66 +3 +2%
DCM
761
Davidson Capital Management
Texas
$2.82K +$2.83K +129 New
JWM
762
Janiczek Wealth Management
Colorado
$2.7K – – –
BCMLT
763
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.62K – – –
EK
764
Evensky & Katz
Florida
$2K +$66 +3 +4%
HFS
765
Hantz Financial Services
Michigan
$2K +$66 +3 +3%
SFA
766
Semmax Financial Advisors
North Carolina
$2K +$2.23K +102 New
CWP
767
Concord Wealth Partners
Virginia
$1.88K +$1.91K +87 New
DI
768
Disciplined Investments
Oklahoma
$1.71K – – –
BCMIO
769
Beacon Capital Management Inc (Ohio)
Ohio
$1.38K +$1.38K +63 New
AIC
770
Archer Investment Corporation
Indiana
$1.31K +$1.31K +60 New
LFA
771
LGT Financial Advisors
Texas
$1.15K +$1.18K +54 New
HDIM
772
Hanson & Doremus Investment Management
Vermont
$1K -$4.08K -186 -78%
JFA
773
JNBA Financial Advisors
Minnesota
$919 – – –
FMB
774
Field & Main Bank
Kentucky
$852 +$855 +39 New
WAM
775
Worth Asset Management
Texas
$328 -$200K -9,108 -100%
29 30
31
32 33