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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
801
Capital Investment Counsel (Colorado)
Colorado
$203K +$200K +6,861 New
FWCM
802
Ferguson Wellman Capital Management
Oregon
$203K +$199K +6,843 New
GCM
803
Glaxis Capital Management
Florida
$203K +$199K +6,834 New
WCFA
804
Walkner Condon Financial Advisors
Wisconsin
$202K -$14.3K -492 -7%
OAM
805
Oppenheimer Asset Management
New York
$201K +$198K +6,787 New
CWA
806
Canvas Wealth Advisors
Kansas
$201K +$195K +6,693 New
JIC
807
Joel Isaacson & Co
New York
$200K +$197K +6,763 New
BA
808
Ballast Advisors
Minnesota
$199K – – –
MA
809
Montag & Associates
Georgia
$197K – – –
RF
810
Robinswood Financial
Washington
$190K +$146 +5 +0.1%
SWA
811
SOA Wealth Advisors
New York
$179K +$757 +26 +0.4%
GLF
812
Groupe la Francaise
France
$175K +$202K +6,930 New
MNA
813
Manning & Napier Advisors
New York
$174K +$171K +5,880 New
DSC
814
Duncker Streett & Co
Missouri
$161K – – –
BONH
815
Bank of New Hampshire
New Hampshire
$152K – – –
PK
816
Pflug Koory
Nebraska
$151K +$495 +17 +0.3%
ADL
817
Asset Dedication LLC
California
$147K +$8.21K +282 +6%
NG
818
NWK Group
California
$147K – – –
KFI
819
Key Financial Inc
Pennsylvania
$146K – – –
FG
820
Fairman Group
Pennsylvania
$146K +$262 +9 +0.2%
DCM
821
Davis Capital Management
Florida
$144K +$141K +4,845 New
GIM
822
Glenmede Investment Management
Pennsylvania
$140K -$81.4K -2,797 -37%
CAL
823
Capital Analysts LLC
Pennsylvania
$137K +$33.2K +1,139 +33%
RDFA
824
Ritter Daniher Financial Advisory
Ohio
$136K -$17.1K -587 -11%
CA
825
CoreCap Advisors
Michigan
$129K +$2.18K +75 +2%
31 32
33
34 35