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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
976
RHL Group
Michigan
$11K +$11.3K +356 New
PIP
977
Peachtree Investment Partners
Florida
$10.7K +$3.98K +125 +57%
VWM
978
Valley Wealth Managers
New Jersey
$10.5K – – –
TCM
979
Triumph Capital Management
Colorado
$10.3K +$32 +1 +0.3%
SL
980
Salomon & Ludwin
Virginia
$9.7K – – –
MPWT
981
MassMutual Private Wealth & Trust
Connecticut
$9.29K +$9.55K +300 New
KFAS
982
Keating Financial Advisory Services
Kansas
$9.1K -$70K -2,200 -88%
DWP
983
Destiny Wealth Partners
Florida
$9.07K +$9.33K +293 New
CT
984
Colonial Trust
South Carolina
$8.82K – – –
SIS
985
Sound Income Strategies
Florida
$8.81K -$10.4K -327 -54%
BFPW
986
BOK Financial Private Wealth
Colorado
$8.45K – – –
HBW
987
Hazlett, Burt & Watson
West Virginia
$8K – – –
RFG
988
REAP Financial Group
Texas
$7.89K -$14.6K -457 -64%
CFB
989
Cullen/Frost Bankers
Texas
$7.55K +$32 +1 +0.4%
APW
990
Atlantic Private Wealth
North Carolina
$6.8K +$32 +1 +0.5%
TWIM
991
TIAA Wealth Investment Management
New York
$6.74K +$7.16K +225 New
BAM
992
Bellevue Asset Management
Washington
$6.32K – – –
HWA
993
Heritage Wealth Advisors
Virginia
$6.18K +$32 +1 +0.5%
CPG
994
Cornerstone Planning Group
New Jersey
$5.61K +$32 +1 +0.6%
ACM
995
Anfield Capital Management
California
$5.39K – – –
CCMW
996
Cypress Capital Management (Wyoming)
Wyoming
$4.37K – – –
BDPWM
997
Barnes Dennig Private Wealth Management
Ohio
$4.33K +$4.46K +140 New
CSC
998
Caldwell Sutter Capital
California
$4.09K – – –
MCA
999
McGuire Capital Advisors
Oklahoma
$3.93K +$892 +28 +28%
OPTFSNA
1000
Old Point Trust & Financial Services N A
Virginia
$3.9K – – –
38 39
40
41 42