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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$519K +$390K +29,625 +341%
CWM
77
Concert Wealth Management
California
$519K +$209K +15,888 +71%
AAS
78
Annex Advisory Services
Wisconsin
$496K -$18.8K -1,425 -4%
BPM
79
Bowling Portfolio Management
Ohio
$470K +$8.22K +624 +2%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$436K +$29.8K +2,262 +8%
MCC
81
Mid Continent Capital
Illinois
$435K -$40.5K -3,075 -9%
PWM
82
Perigon Wealth Management
California
$414K -$1.9K -144 -0.5%
MCM
83
Mengis Capital Management
Oregon
$414K +$403K +30,588 New
B
84
Baird
Wisconsin
$371K +$361K +27,396 New
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$326K -$974K -73,935 -75%
PCM
86
Parsons Capital Management
Rhode Island
$319K +$10.2K +771 +3%
GCA
87
Greenwood Capital Associates
South Carolina
$317K – – –
DG
88
Davidson & Garrard
Virginia
$300K +$291K +22,107 New
SGAM
89
Steinberg Global Asset Management
Florida
$280K +$272K +20,685 New
Bank of New York Mellon
90
Bank of New York Mellon
New York
$277K – – –
EWM
91
Evermay Wealth Management
Virginia
$266K – – –
BHTS
92
Bar Harbor Trust Services
Maine
$264K -$9.88K -750 -4%
CA
93
Cambridge Advisors
Nebraska
$256K +$249K +18,879 New
ZIM
94
Zacks Investment Management
Illinois
$253K +$33.1K +2,511 +16%
TRCT
95
Tower Research Capital (TRC)
New York
$248K -$541K -41,106 -69%
OC
96
Oarsman Capital
Wisconsin
$222K +$215K +16,359 New
CAM
97
Cubic Asset Management
Massachusetts
$212K – – –
HP
98
HT Partners
Connecticut
$208K +$202K +15,345 New
VFS
99
VSR Financial Services
Kansas
$202K -$11.9K -900 -6%
BC
100
Bartlett & Co
Ohio
$190K +$63.4K +4,815 +52%
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4
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