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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
126
Davenport & Co
Virginia
$4.32M +$724K +40,536 +21%
QAM
127
QCI Asset Management
New York
$4.15M -$30.6K -1,713 -0.8%
LFAS
128
Level Four Advisory Services
Texas
$4.09M -$2.73M -152,598 -41%
DCM
129
DeGreen Capital Management
Arizona
$4.01M +$1.06M +59,082 +37%
NWS
130
Newport Wealth Strategies
California
$3.74M +$172K +9,648 +5%
BAM
131
Berkshire Asset Management
Pennsylvania
$3.73M -$1.27M -71,133 -26%
CFA
132
Cahill Financial Advisors
Minnesota
$3.71M -$481K -26,901 -12%
VBFG
133
Vishria Bird Financial Group
Tennessee
$3.59M -$45.6K -2,553 -1%
LBC
134
Lowe Brockenbrough & Co
Virginia
$3.59M +$803K +44,964 +30%
SFS
135
Sowell Financial Services
Arkansas
$3.53M +$9.86K +552 +0.3%
APSP
136
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.44M +$190K +10,620 +6%
PAG
137
Private Advisor Group
New Jersey
$3.44M -$232K -12,972 -7%
GCA
138
Gradient Capital Advisors
California
$3.4M -$114K -6,366 -3%
PAG
139
Pinnacle Advisory Group
Maryland
$3.35M +$36.9K +2,064 +1%
SAM
140
Smithbridge Asset Management
Pennsylvania
$3.33M +$54.5K +3,051 +2%
AIM
141
Anchor Investment Management
South Carolina
$3.33M +$512K +28,665 +19%
OCM
142
One Capital Management
California
$3.33M -$264K -14,784 -8%
FWP
143
FAS Wealth Partners
Kansas
$3.31M +$84.4K +4,722 +3%
BP
144
Broadleaf Partners
Ohio
$3.29M +$51.1K +2,859 +2%
BC
145
Burleson & Co
California
$3.29M +$962K +53,856 +46%
FVWA
146
Foster Victor Wealth Advisors
South Carolina
$3.27M +$3.17M +177,282 New
SBA
147
Secrest Blakey & Associates
North Carolina
$3.27M -$782K -43,788 -20%
SFWC
148
Strategic Family Wealth Counselors
New Jersey
$3.2M +$850K +47,574 +38%
IAS
149
IMA Advisory Services
Colorado
$3.07M +$159K +8,907 +6%
APA
150
American Portfolios Advisors
New York
$3.05M +$2.77M +155,019 +1,525%
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