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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
126
North Star Asset Management
Wisconsin
$5.07M +$1.47M +77,586 +41%
LCC
127
Lincoln Capital Corp
Rhode Island
$5M +$3.14M +166,176 +167%
LWAC
128
Laurel Wealth Advisors (California)
California
$4.98M +$3.02M +159,585 +153%
AIM
129
Anchor Investment Management
South Carolina
$4.98M +$623 +33 +0%
LBC
130
Lowe Brockenbrough & Co
Virginia
$4.91M +$576K +30,480 +13%
FI
131
FormulaFolio Investments
Michigan
$4.71M -$560K -29,652 -11%
RCA
132
Reitz Capital Advisors
Michigan
$4.7M -$81.7K -4,326 -2%
PA
133
Planning Alternatives
Michigan
$4.35M -$34.7K -1,836 -0.8%
AWA
134
Acorn Wealth Advisors
Michigan
$4.1M -$453K -23,958 -10%
IDA
135
Intelligence Driven Advisers
California
$3.96M -$1.99M -105,330 -33%
TFS
136
TrustCore Financial Services
Tennessee
$3.96M +$917K +48,537 +30%
OCM
137
One Capital Management
California
$3.9M +$358K +18,930 +10%
VBFG
138
Vishria Bird Financial Group
Tennessee
$3.86M +$133K +7,014 +4%
NWS
139
Newport Wealth Strategies
California
$3.83M +$41.4K +2,190 +1%
CFA
140
Cahill Financial Advisors
Minnesota
$3.8M -$57.7K -3,054 -1%
BP
141
Broadleaf Partners
Ohio
$3.77M +$189K +10,011 +5%
SAM
142
Smithbridge Asset Management
Pennsylvania
$3.62M +$78.2K +4,137 +2%
SBA
143
Secrest Blakey & Associates
North Carolina
$3.57M +$148K +7,815 +4%
IAS
144
IMA Advisory Services
Colorado
$3.56M +$112K +5,904 +3%
FWP
145
FAS Wealth Partners
Kansas
$3.54M +$65.9K +3,486 +2%
GCA
146
Gradient Capital Advisors
California
$3.53M +$283 +15 +0%
SFWC
147
Strategic Family Wealth Counselors
New Jersey
$3.53M +$163K +8,625 +5%
APSP
148
Asset Planning Services (Pennsylvania)
Pennsylvania
$3.52M -$117K -6,192 -3%
QAM
149
QCI Asset Management
New York
$3.43M -$40.6K -2,151 -1%
PAG
150
Pinnacle Advisory Group
Maryland
$3.35M +$58.2K +3,078 +2%
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