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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DF
751
DecisionPoint Financial
Arizona
$204K +$798 +30 +0.4%
EWM
752
Evercore Wealth Management
New York
$203K +$195K +7,335 New
CIP
753
Capital Insight Partners
Arizona
$202K +$194K +7,299 New
PWM
754
Peterson Wealth Management
Nevada
$201K +$193K +7,257 New
RWM
755
Raffa Wealth Management
District of Columbia
$187K +$65.3K +2,457 +57%
MA
756
Montag & Associates
Georgia
$184K – – –
SFC
757
SYM Financial Corp
Indiana
$181K -$33.9K -1,275 -16%
RF
758
Robinswood Financial
Washington
$177K +$8.22K +309 +5%
PK
759
Pflug Koory
Nebraska
$175K +$168K +6,321 New
FG
760
Fairman Group
Pennsylvania
$172K +$8.86K +333 +6%
OSAM
761
O'Shaughnessy Asset Management
Connecticut
$168K +$40.6K +1,527 +9%
GT
762
Glenmede Trust
Pennsylvania
$167K – – –
SWA
763
SOA Wealth Advisors
New York
$165K +$1.12K +42 +0.7%
BTI
764
Blue Trust Inc
Georgia
$160K +$89.6K +3,369 +120%
AF
765
Advisornet Financial
Minnesota
$154K -$183K -6,900 -55%
DSC
766
Duncker Streett & Co
Missouri
$150K – – –
RDFA
767
Ritter Daniher Financial Advisory
Ohio
$144K – – –
NG
768
NWK Group
California
$143K – – –
OP
769
ORG Partners
Indiana
$143K – – –
BONH
770
Bank of New Hampshire
New Hampshire
$142K – – –
TCOV
771
Trust Company of Vermont
Vermont
$139K +$109K +4,089 +447%
DCM
772
Davis Capital Management
Florida
$134K -$2.23K -84 -2%
KFI
773
Key Financial Inc
Pennsylvania
$134K – – –
S
774
SignatureFD
Georgia
$130K – – –
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K -$334K -12,555 -74%
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