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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
826
Blue Rock Wealth Management
North Carolina
$214K -$2.18K -73 -1%
RWM
827
Revisor Wealth Management
Ohio
$214K +$198K +6,642 New
OC
828
Optima Capital
Oregon
$214K – – –
TWM
829
Topsail Wealth Management
North Carolina
$213K – – –
AMIM
830
Aull & Monroe Investment Management
Alabama
$212K +$3.43K +115 +2%
PWA
831
Pitcairn Wealth Advisors
Pennsylvania
$211K +$210K +7,028 New
HP
832
HT Partners
Connecticut
$211K – – –
RPA
833
Rock Point Advisors
Vermont
$211K -$2.68K -90 -1%
HIC
834
Hartline Investment Corp
Illinois
$209K +$207K +6,960 New
SF
835
Sun Financial
Utah
$208K +$206K +6,908 New
HI
836
Human Investing
Oregon
$207K -$8.73K -293 -4%
WAS
837
Westco Advisory Services
New York
$207K +$205K +6,886 New
SP
838
Sherman Porfolios
Idaho
$207K +$205K +6,879 New
CICC
839
Capital Investment Counsel (Colorado)
Colorado
$207K +$388 +13 +0.2%
GCM
840
Glaxis Capital Management
Florida
$206K +$894 +30 +0.4%
FWCM
841
Ferguson Wellman Capital Management
Oregon
$206K – – –
HCM
842
Hengehold Capital Management
Ohio
$206K -$4.17K -140 -2%
OAM
843
Oppenheimer Asset Management
New York
$205K +$1.1K +37 +0.5%
CIC
844
Carnegie Investment Counsel
Ohio
$205K -$19.4K -651 -9%
JIC
845
Joel Isaacson & Co
New York
$204K +$358 +12 +0.2%
PA
846
Procyon Advisors
Connecticut
$204K -$25.7K -861 -11%
LFS
847
Legacy Financial Strategies
Kansas
$201K +$200K +6,700 New
CWA
848
Canvas Wealth Advisors
Kansas
$201K – – –
BA
849
Ballast Advisors
Minnesota
$201K -$954 -32 -0.5%
CTA
850
Chesley Taft & Associates
Illinois
$201K +$199K +6,677 New
32 33
34
35 36