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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FLPIM
101
F.L. Putnam Investment Management
Massachusetts
$6.68M +$579K +32,421 +10%
UWM
102
USAdvisors Wealth Management
Minnesota
$6.65M +$159K +8,922 +3%
TCM
103
Tradewinds Capital Management
Washington
$6.55M -$179K -10,041 -3%
IDA
104
Intelligence Driven Advisers
California
$6.53M -$526K -29,424 -8%
BCA
105
Biltmore Capital Advisors
New Jersey
$6.51M +$6.3M +352,485 New
PFM
106
Peak Financial Management
Massachusetts
$6.42M +$5.83M +326,163 +1,527%
CFIA
107
Cantor Fitzgerald Investment Advisors
New York
$6.38M +$664K +37,179 +12%
PAI
108
Pittenger & Anderson Inc
Nebraska
$6.14M +$516K +28,851 +9%
EVM
109
Eaton Vance Management
Massachusetts
$6.11M -$192K -10,725 -3%
NDSI
110
Newman Dignan & Sheerar Inc
Rhode Island
$5.87M +$11.2K +627 +0.2%
RWA
111
Redhawk Wealth Advisors
Minnesota
$5.68M +$22.9K +1,281 +0.4%
IWS
112
Insight Wealth Strategies
California
$5.42M +$154K +8,604 +3%
BDF
113
Black Diamond Financial
Maryland
$5.34M -$649K -36,318 -11%
AWM
114
Avior Wealth Management
Nebraska
$5.3M +$175K +9,819 +4%
CMP
115
Courage Miller Partners
Virginia
$5.24M -$40.6K -2,271 -0.8%
MAS
116
Madden Advisory Services
Florida
$5.17M +$53.1K +2,973 +1%
CCM
117
Colorado Capital Management
Colorado
$5.16M +$642K +35,919 +15%
MWM
118
Merriman Wealth Management
Washington
$5.16M +$5M +279,693 New
RCA
119
Reitz Capital Advisors
Michigan
$5.09M -$762K -42,639 -13%
FI
120
FormulaFolio Investments
Michigan
$4.78M +$288K +16,140 +7%
KBFS
121
Kohmann Bosshard Financial Services
Ohio
$4.69M +$231K +12,921 +5%
KF
122
Krilogy Financial
Missouri
$4.6M +$289K +16,176 +7%
CCA
123
Clearwater Capital Advisors
Illinois
$4.57M +$1.6M +89,412 +57%
FPCG
124
Fort Pitt Capital Group
Pennsylvania
$4.52M -$4.07M -227,598 -48%
PA
125
Planning Alternatives
Michigan
$4.43M -$1.25M -69,828 -23%
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