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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
126
Mengis Capital Management
Oregon
$792K +$216K +14,790 +39%
OA
127
Opes Advisors
California
$761K +$740K +50,586 New
PLFAM
128
Pineno Levin & Ford Asset Management
Virginia
$749K – – –
TH
129
Timber Hill
Connecticut
$741K -$851K -58,182 -54%
MWM
130
Meridian Wealth Management
Kentucky
$737K +$715K +48,891 New
GHA
131
GW Henssler & Associates
Georgia
$734K +$80.2K +5,481 +13%
TYCC
132
Texas Yale Capital Corp
Florida
$695K +$675K +46,158 New
LPIC
133
LeJeune Puetz Investment Counsel
Michigan
$695K +$676K +46,185 New
SFA
134
Sequoia Financial Advisors
Ohio
$682K +$30.3K +2,070 +5%
YMRC
135
Yorktown Management & Research Company
Virginia
$677K +$658K +45,000 New
RC
136
Roundview Capital
New Jersey
$672K +$272K +18,615 +71%
IFS
137
Ifrah Financial Services
Arkansas
$663K +$49.3K +3,369 +8%
APSP
138
Asset Planning Services (Pennsylvania)
Pennsylvania
$659K +$243K +16,641 +61%
RJA
139
Raymond James & Associates
Florida
$647K +$155K +10,563 +33%
SGAM
140
Steinberg Global Asset Management
Florida
$646K +$6.94K +474 +1%
MFS
141
MSI Financial Services
Massachusetts
$645K +$80.1K +5,475 +15%
PFM
142
Phillips Financial Management
Indiana
$612K +$42.7K +2,919 +8%
PWM
143
Perigon Wealth Management
California
$611K +$10.2K +696 +2%
FAM
144
Foothills Asset Management
Arizona
$607K +$590K +40,332 New
FMWA
145
Forvis Mazars Wealth Advisors
Missouri
$562K +$546K +37,326 New
BPM
146
Bowling Portfolio Management
Ohio
$557K +$18.4K +1,260 +4%
AIM
147
Avity Investment Management
Connecticut
$533K – – –
CCMW
148
Cypress Capital Management (Wyoming)
Wyoming
$526K +$507K +34,680 New
CWM
149
Confluence Wealth Management
Oregon
$493K -$105K -7,155 -18%
SSWM
150
Sheets Smith Wealth Management
North Carolina
$490K +$199K +13,611 +72%
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