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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
751
Simon Quick Advisors
New Jersey
$295K -$325K -10,890 -53%
PFA
752
Perryman Financial Advisory
Texas
$292K +$290K +9,725 New
CIAS
753
Capital Investment Advisory Services
North Carolina
$291K -$51.6K -1,730 -15%
EAM
754
Everstar Asset Management
North Carolina
$290K – – –
CT
755
Caldwell Trust
Florida
$290K – – –
OPA
756
Old Port Advisors
Maine
$289K -$7.42K -249 -3%
AA
757
Ancora Advisors
Ohio
$289K – – –
BAS
758
Breakthru Advisory Services
Wisconsin
$289K +$4.74K +159 +2%
FFS
759
Founders Financial Securities
Maryland
$286K +$284K +9,517 New
DT
760
Diversified Trust
Tennessee
$285K – – –
CSIC
761
Clifford Swan Investment Counsel
California
$285K +$298 +10 +0.1%
FC
762
FCA Corp
Texas
$283K -$1.01K -34 -0.4%
SIS
763
Strategic Investment Solutions
Illinois
$281K -$13.2K -444 -5%
WIA
764
Wetzel Investment Advisors
Indiana
$281K – – –
AFG
765
Albion Financial Group
Utah
$280K – – –
FWA
766
FSM Wealth Advisors
Ohio
$279K – – –
AC
767
AWM Capital
Arizona
$279K +$238 +8 +0.1%
HL
768
HeadInvest LLC
Maine
$276K -$6.08K -204 -2%
BMO
769
Beck Mack & Oliver
New York
$276K – – –
BW
770
BIP Wealth
Georgia
$272K +$715 +24 +0.3%
FNBOMD
771
First National Bank of Mount Dora
Florida
$271K – – –
IFG
772
Independent Financial Group
California
$269K +$17.9K +599 +7%
XWL
773
XXI Wealth LLC
Illinois
$268K +$266K +8,916 New
CF
774
Centaurus Financial
California
$266K -$6.5K -218 -2%
CCA
775
Clarity Capital Advisors
Florida
$265K +$1.16K +39 +0.4%
29 30
31
32 33