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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
926
Cordant Inc
Oregon
$32.7K – – –
BCM
927
Blume Capital Management
California
$31.6K – – –
RA
928
Ransom Advisory
Rhode Island
$31.6K +$31.3K +1,050 New
KFG
929
Kingdom Financial Group
Arizona
$30.7K +$30.4K +1,020 New
TCOV
930
Trust Company of Vermont
Vermont
$28.5K – – –
AP
931
Atwood & Palmer
Missouri
$26.8K +$119 +4 +0.4%
AA
932
Addison Advisors
Vermont
$26.5K -$67.2K -2,255 -72%
RIL
933
Rothschild Investment LLC
Illinois
$23.7K +$119 +4 +0.5%
UFPG
934
United Financial Planning Group
New York
$23.5K +$89 +3 +0.4%
NS
935
NBC Securities
Alabama
$22.6K – – –
CTC
936
Central Trust Company
Missouri
$21.8K – – –
CT
937
Clearstead Trust
Maine
$21.7K – – –
RFG
938
REAP Financial Group
Texas
$21.4K +$7.63K +256 +56%
NSG
939
Nalls Sherbakoff Group
Tennessee
$20.8K +$89 +3 +0.4%
GWM
940
GSB Wealth Management
Connecticut
$19.7K +$417 +14 +2%
HHGA
941
Halbert Hargrove Global Advisors
California
$19.6K – – –
SIS
942
Sound Income Strategies
Florida
$19.6K -$3.58K -120 -16%
POIA
943
Pin Oak Investment Advisors
Texas
$18K +$16.1K +540 New
HCM
944
Hollencrest Capital Management
California
$17.8K – – –
AWM
945
Angeles Wealth Management
California
$16.8K – – –
PWAM
946
Private Wealth Asset Management
Iowa
$16.8K -$6.08K -204 -27%
JFG
947
JDM Financial Group
Texas
$14.4K – – –
DI
948
DAGCO Inc
Ohio
$13.7K – – –
TCM
949
Tradewinds Capital Management
Washington
$13.5K -$1.58K -53 -11%
DJSG
950
D.J. St. Germain
Massachusetts
$13.5K – – –
36 37
38
39 40