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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
851
Procyon Advisors
Connecticut
$250K – – –
PWA
852
Portus Wealth Advisors
North Carolina
$250K +$12K +350 +5%
G
853
Gainplan
Michigan
$249K +$232K +6,746 New
HP
854
HT Partners
Connecticut
$249K -$8.6K -250 -4%
RPA
855
Rock Point Advisors
Vermont
$247K -$7.74K -225 -3%
PAMG
856
Patton Albertson Miller Group
Tennessee
$246K -$17.2K -501 -7%
SWA
857
Sax Wealth Advisors
New Jersey
$246K -$4.34K -126 -2%
SF
858
Sun Financial
Utah
$246K +$447 +13 +0.2%
CTA
859
Chesley Taft & Associates
Illinois
$245K +$69 +2 +0%
MA
860
Montag & Associates
Georgia
$245K – – –
CNBT
861
Canandaigua National Bank & Trust
New York
$244K +$228K +6,630 New
CWA
862
CJM Wealth Advisers
Virginia
$244K – – –
GCM
863
Gambit Capital Management
Tennessee
$243K -$3.17K -92 -1%
IJWM
864
Inman Jager Wealth Management
Mississippi
$242K – – –
TA
865
Tectonic Advisors
Texas
$240K +$688 +20 +0.3%
NEWAS
866
N.E.W. Advisory Services
Wisconsin
$240K +$3.96K +115 +2%
IPAM
867
Investment Partners Asset Management
New Jersey
$238K +$222K +6,450 New
FBC
868
Fairfield, Bush & Co
Connecticut
$237K +$221K +6,423 New
TCM
869
TruNorth Capital Management
Michigan
$237K -$3.17K -92 -1%
CIA
870
Capital Investment Advisors
Georgia
$236K +$221K +6,414 New
SWP
871
Sagespring Wealth Partners
Tennessee
$236K +$221K +6,407 New
CGPCS
872
Capital Group Private Client Services
California
$236K +$220K +6,404 New
WFS
873
WealthGarden F.S.
California
$235K -$16.8K -487 -7%
PWM
874
Purus Wealth Management
California
$235K +$220K +6,379 New
NFG
875
Nations Financial Group
Iowa
$232K +$217K +6,293 New
33 34
35
36 37