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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
YMRC
126
Yorktown Management & Research Company
Virginia
$1.2M – – –
SIA
127
Starfire Investment Advisers
Michigan
$1.18M +$179K +11,256 +18%
CCA
128
Clearwater Capital Advisors
Illinois
$1.16M +$182K +11,469 +19%
OA
129
Opes Advisors
California
$1.16M +$195K +12,246 +21%
SIAS
130
Shine Investment Advisory Services
Colorado
$1.12M +$736K +46,320 +197%
LBC
131
Lowe Brockenbrough & Co
Virginia
$1.11M +$172K +10,830 +18%
CFIA
132
Cantor Fitzgerald Investment Advisors
New York
$1.09M +$1.08M +67,839 New
NP
133
NorthRock Partners
Minnesota
$1M -$1.44M -90,858 -59%
IAS
134
IMA Advisory Services
Colorado
$969K +$290K +18,258 +43%
ACM
135
Armbruster Capital Management
New York
$957K -$3.81K -240 -0.4%
BC
136
Barnett & Company
Tennessee
$953K +$361K +22,728 +62%
SFG
137
StrategIQ Financial Group
Indiana
$937K -$84.9K -5,340 -8%
MWM
138
Meridian Wealth Management
Kentucky
$933K -$27.4K -1,725 -3%
BC
139
Bartlett & Co
Ohio
$933K +$7.77K +489 +0.8%
MCM
140
Mengis Capital Management
Oregon
$931K +$40K +2,517 +5%
AFG
141
Arkansas Financial Group
Arkansas
$894K – – –
GHA
142
GW Henssler & Associates
Georgia
$894K +$48.4K +3,045 +6%
AG
143
Advisor Group
Arizona
$891K +$479K +30,168 +119%
RJA
144
Raymond James & Associates
Florida
$884K +$72.2K +4,545 +9%
RC
145
Roundview Capital
New Jersey
$860K +$132K +8,283 +18%
3C
146
361 Capital
Colorado
$858K +$849K +53,454 New
WC
147
Whitnell & Co
Illinois
$849K -$620 -39 -0.1%
PCM
148
Parsons Capital Management
Rhode Island
$819K +$401K +25,260 +98%
PLFAM
149
Pineno Levin & Ford Asset Management
Virginia
$785K +$19.1K +1,200 +3%
GA
150
Gateway Advisory
New Jersey
$775K -$178K -11,211 -19%
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