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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
926
Geneos Wealth Management
Colorado
$41.7K – – –
CCMI
927
Creative Capital Management Investments
California
$41.4K – – –
GWS
928
Glassman Wealth Services
Virginia
$40.4K +$127 +4 +0.3%
TCM
929
Tradewinds Capital Management
Washington
$40.3K +$27.1K +851 +189%
IAIM
930
International Assets Investment Management
Florida
$37.7K – – –
CI
931
Cordant Inc
Oregon
$33.7K – – –
KFG
932
Kingdom Financial Group
Arizona
$33.6K +$2.04K +64 +6%
LAS
933
Lloyd Advisory Services
Georgia
$33.6K +$34.5K +1,084 New
AIC
934
Archer Investment Corporation
Indiana
$33.3K +$24.9K +782 +267%
PCA
935
Providence Capital Advisors
North Carolina
$33.2K -$6.81K -214 -17%
BCM
936
Blume Capital Management
California
$32.5K – – –
CSPIA
937
Cary Street Partners Investment Advisory
Virginia
$31.5K +$20.8K +654 +180%
BW
938
Basepoint Wealth
Iowa
$29.4K -$31.4K -987 -51%
GGI
939
Godsey & Gibb Inc
Virginia
$28.6K +$29.4K +923 New
EA
940
Evergreen Advisors
Tennessee
$28.6K +$29.4K +922 New
AA
941
Addison Advisors
Vermont
$27.8K +$478 +15 +2%
AP
942
Atwood & Palmer
Missouri
$27.7K +$64 +2 +0.2%
NS
943
NBC Securities
Alabama
$25K +$1.75K +55 +7%
RIL
944
Rothschild Investment LLC
Illinois
$24.4K +$64 +2 +0.3%
RF
945
Rossby Financial
Florida
$24.3K +$23.6K +742 +2,120%
CFP
946
Comprehensive Financial Planning
Pennsylvania
$24.1K +$24.8K +779 New
CTC
947
Central Trust Company
Missouri
$22.4K – – –
CT
948
Clearstead Trust
Maine
$22.4K – – –
MB
949
MidFirst Bank
Oklahoma
$21.8K +$22.4K +703 New
NSG
950
Nalls Sherbakoff Group
Tennessee
$21.5K +$64 +2 +0.3%
36 37
38
39 40