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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
801
Topsail Wealth Management
North Carolina
$199K – – –
BA
802
Ballast Advisors
Minnesota
$188K +$79 +3 +0%
MA
803
Montag & Associates
Georgia
$186K – – –
BBHC
804
Brown Brothers Harriman & Co
New York
$181K +$171K +6,469 New
RF
805
Robinswood Financial
Washington
$179K +$106 +4 +0.1%
SWA
806
SOA Wealth Advisors
New York
$169K +$580 +22 +0.4%
MAFA
807
MJT & Associates Financial Advisory
Minnesota
$162K – – –
DSC
808
Duncker Streett & Co
Missouri
$152K – – –
RDFA
809
Ritter Daniher Financial Advisory
Ohio
$145K – – –
BONH
810
Bank of New Hampshire
New Hampshire
$143K – – –
PK
811
Pflug Koory
Nebraska
$143K +$6.99K +265 +5%
NG
812
NWK Group
California
$139K – – –
FG
813
Fairman Group
Pennsylvania
$138K +$211 +8 +0.2%
KFI
814
Key Financial Inc
Pennsylvania
$138K +$1.98K +75 +2%
ADL
815
Asset Dedication LLC
California
$132K +$47.5K +1,800 +62%
SFC
816
SYM Financial Corp
Indiana
$121K +$448 +17 +0.4%
JFGIW
817
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$121K – – –
CA
818
CoreCap Advisors
Michigan
$120K +$6.57K +249 +6%
S
819
SignatureFD
Georgia
$119K +$4.09K +155 +4%
EA
820
Evolution Advisers
Virginia
$117K – – –
BF
821
BOK Financial
Oklahoma
$116K -$18.5K -702 -14%
BIG
822
Brooklyn Investment Group
New York
$115K +$108K +4,099 New
AAP
823
Arax Advisory Partners
Colorado
$115K +$31.3K +1,185 +352%
CIM
824
Contravisory Investment Management
Massachusetts
$111K -$1.37K -52 -1%
FCT
825
First Community Trust
Iowa
$98.2K -$8.57K -325 -8%
31 32
33
34 35