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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
751
Perryman Financial Advisory
Texas
$292K +$290K +9,725 New
CIAS
752
Capital Investment Advisory Services
North Carolina
$291K -$51.6K -1,730 -15%
EAM
753
Everstar Asset Management
North Carolina
$290K – – –
CT
754
Caldwell Trust
Florida
$290K – – –
OPA
755
Old Port Advisors
Maine
$289K -$7.42K -249 -3%
AA
756
Ancora Advisors
Ohio
$289K – – –
BAS
757
Breakthru Advisory Services
Wisconsin
$289K +$4.74K +159 +2%
FFS
758
Founders Financial Securities
Maryland
$286K +$284K +9,517 New
DT
759
Diversified Trust
Tennessee
$285K – – –
CSIC
760
Clifford Swan Investment Counsel
California
$285K +$298 +10 +0.1%
FC
761
FCA Corp
Texas
$283K -$1.01K -34 -0.4%
SIS
762
Strategic Investment Solutions
Illinois
$281K -$13.2K -444 -5%
WIA
763
Wetzel Investment Advisors
Indiana
$281K – – –
AFG
764
Albion Financial Group
Utah
$280K – – –
FWA
765
FSM Wealth Advisors
Ohio
$279K – – –
AC
766
AWM Capital
Arizona
$279K +$238 +8 +0.1%
HL
767
HeadInvest LLC
Maine
$276K -$6.08K -204 -2%
BMO
768
Beck Mack & Oliver
New York
$276K – – –
BW
769
BIP Wealth
Georgia
$272K +$715 +24 +0.3%
FNBOMD
770
First National Bank of Mount Dora
Florida
$271K – – –
IFG
771
Independent Financial Group
California
$269K +$17.9K +599 +7%
XWL
772
XXI Wealth LLC
Illinois
$268K +$266K +8,916 New
CF
773
Centaurus Financial
California
$266K -$6.5K -218 -2%
CCA
774
Clarity Capital Advisors
Florida
$265K +$1.16K +39 +0.4%
JWCA
775
J.W. Cole Advisors
Florida
$265K +$20.3K +682 +1%
29 30
31
32 33