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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWCM
851
Ferguson Wellman Capital Management
Oregon
$252K – – –
JIC
852
Joel Isaacson & Co
New York
$250K +$275 +8 +0.1%
FMN
853
Financial Management Network
California
$250K +$723 +21 +0.3%
PA
854
Procyon Advisors
Connecticut
$250K – – –
PWA
855
Portus Wealth Advisors
North Carolina
$250K +$12K +350 +5%
G
856
Gainplan
Michigan
$249K +$232K +6,746 New
HP
857
HT Partners
Connecticut
$249K -$8.6K -250 -4%
RPA
858
Rock Point Advisors
Vermont
$247K -$7.74K -225 -3%
PAMG
859
Patton Albertson Miller Group
Tennessee
$246K -$17.2K -501 -7%
SWA
860
Sax Wealth Advisors
New Jersey
$246K -$4.34K -126 -2%
SF
861
Sun Financial
Utah
$246K +$447 +13 +0.2%
CTA
862
Chesley Taft & Associates
Illinois
$245K +$69 +2 +0%
MA
863
Montag & Associates
Georgia
$245K – – –
CNBT
864
Canandaigua National Bank & Trust
New York
$244K +$228K +6,630 New
CWA
865
CJM Wealth Advisers
Virginia
$244K – – –
GCM
866
Gambit Capital Management
Tennessee
$243K -$3.17K -92 -1%
IJWM
867
Inman Jager Wealth Management
Mississippi
$242K – – –
TA
868
Tectonic Advisors
Texas
$240K +$688 +20 +0.3%
NEWAS
869
N.E.W. Advisory Services
Wisconsin
$240K +$3.96K +115 +2%
IPAM
870
Investment Partners Asset Management
New Jersey
$238K +$222K +6,450 New
FBC
871
Fairfield, Bush & Co
Connecticut
$237K +$221K +6,423 New
TCM
872
TruNorth Capital Management
Michigan
$237K -$3.17K -92 -1%
CIA
873
Capital Investment Advisors
Georgia
$236K +$221K +6,414 New
SWP
874
Sagespring Wealth Partners
Tennessee
$236K +$221K +6,407 New
CGPCS
875
Capital Group Private Client Services
California
$236K +$220K +6,404 New
33 34
35
36 37