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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
826
Golden State Wealth Management
California
$77.6K +$79.8K +2,799 New
EFP
827
EnRich Financial Partners
Wisconsin
$76.8K +$2.31K +81 +3%
AA
828
Addison Advisors
Vermont
$74.3K – – –
HC
829
Hurley Capital
New York
$73.5K +$74.7K +2,622 New
RMP
830
Richards, Merrill & Peterson
Washington
$73.2K +$75.2K +2,640 New
BIM
831
Breakwater Investment Management
Washington
$70.7K – – –
MFC
832
Morris Financial Concepts
South Carolina
$68.2K – – –
WSFS
833
Wilmington Savings Fund Society
Delaware
$66.5K – – –
OC
834
Oakworth Capital
Alabama
$64.3K – – –
GWSA
835
Global Wealth Strategies & Associates
Colorado
$61.2K +$57 +2 +0.1%
PCM
836
Palouse Capital Management
Washington
$60.1K +$7.07K +248 +13%
LWA
837
Lowe Wealth Advisors
Maryland
$58.9K – – –
IRC
838
Investors Research Corp
Georgia
$58.4K – – –
SIS
839
Sound Income Strategies
Florida
$57.8K +$42.9K +1,507 +260%
M
840
MOTCO
Texas
$56.3K -$10.5K -368 -15%
MEG
841
Millstone Evans Group
Colorado
$55.5K +$57.1K +2,004 New
SIM
842
Studio Investment Management
Illinois
$51.8K – – –
HFS
843
Hantz Financial Services
Michigan
$51K – – –
SC
844
Stephens Consulting
Michigan
$50.4K – – –
CA
845
Continuum Advisory
Idaho
$50.2K -$13.9K -487 -21%
VWM
846
Vermillion Wealth Management
Minnesota
$49.7K +$51.1K +1,792 New
BA
847
Bellwether Advisors
Nebraska
$47.9K +$49.2K +1,728 New
FF
848
Finley Financial
Nevada
$47.5K +$47.5K +1,668 New
KSWA
849
Kathleen S. Wright Associates
Pennsylvania
$46.1K – – –
JHCP
850
Jackson Hole Capital Partners
Oklahoma
$45.7K – – –
32 33
34
35 36