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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
851
Millstone Evans Group
Colorado
$56.2K – – –
NEWAS
852
N.E.W. Advisory Services
Wisconsin
$56K -$139K -5,284 -73%
VWM
853
Vermillion Wealth Management
Minnesota
$53.9K -$2.45K -93 -5%
SC
854
Stephens Consulting
Michigan
$53.2K +$2.11K +80 +4%
HFS
855
Hantz Financial Services
Michigan
$51K – – –
BA
856
Bellwether Advisors
Nebraska
$48.5K – – –
OP
857
ORG Partners
Indiana
$47.5K – – –
FF
858
Finley Financial
Nevada
$46.8K – – –
JHCP
859
Jackson Hole Capital Partners
Oklahoma
$46.3K – – –
NSIM
860
North Star Investment Management
Illinois
$44.6K +$132 +5 +0.3%
CMP
861
Coston McIsaac & Partners
Maine
$44K -$14.9K -563 -26%
OHWP
862
Oak Harbor Wealth Partners
North Carolina
$43.8K – – –
MAWAG
863
Mid-American Wealth Advisory Group
Missouri
$42.1K +$39.6K +1,500 New
GWM
864
Geneos Wealth Management
Colorado
$41.5K +$13.7K +519 +54%
DF
865
DecisionPoint Financial
Arizona
$39.9K -$159K -6,024 -81%
RF
866
Roxbury Financial
New Jersey
$38.5K +$36.2K +1,374 New
CCMI
867
Creative Capital Management Investments
California
$37.5K +$35.3K +1,337 New
UB
868
UMB Bank
Missouri
$37.1K – – –
GWS
869
Glassman Wealth Services
Virginia
$36.5K – – –
PCA
870
Providence Capital Advisors
North Carolina
$36.1K +$34K +1,287 New
SIS
871
Sound Income Strategies
Florida
$31.5K -$64.7K -2,452 -69%
CI
872
Cordant Inc
Oregon
$30.5K – – –
NS
873
NBC Securities
Alabama
$30K +$8.84K +335 +44%
BCM
874
Blume Capital Management
California
$29.5K – – –
EWA
875
EverSource Wealth Advisors
Alabama
$28.9K – – –
33 34
35
36 37