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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCC
126
Lincoln Capital Corp
Rhode Island
$5.9M +$559K +28,878 +11%
ACA
127
Affinity Capital Advisors
California
$5.83M +$5.63M +290,943 New
NDSI
128
Newman Dignan & Sheerar Inc
Rhode Island
$5.81M +$110K +5,664 +2%
CCM
129
Colorado Capital Management
Colorado
$5.79M -$2.32K -120 -0%
KF
130
Krilogy Financial
Missouri
$5.72M +$53K +2,739 +1%
IWMA
131
Ironwood Wealth Management (Arizona)
Arizona
$5.67M -$344K -17,745 -6%
RWA
132
Redhawk Wealth Advisors
Minnesota
$5.63M -$435K -22,485 -7%
AIM
133
Anchor Investment Management
South Carolina
$5.61M +$310K +16,023 +6%
LWAC
134
Laurel Wealth Advisors (California)
California
$5.51M +$213K +11,010 +4%
APW
135
Aurora Private Wealth
New Jersey
$5.36M +$5.18M +267,477 New
MA
136
MCF Advisors
Kentucky
$5.18M -$284K -14,676 -5%
ATWA
137
Arbor Trust Wealth Advisors
Michigan
$5.11M +$4.93M +254,658 New
FVWA
138
Foster Victor Wealth Advisors
South Carolina
$4.96M -$536K -27,678 -10%
RCA
139
Reitz Capital Advisors
Michigan
$4.95M -$51.1K -2,637 -1%
LCM
140
Leisure Capital Management
California
$4.9M -$2.74M -141,756 -37%
EWA
141
Exencial Wealth Advisors
Oklahoma
$4.85M +$1.69M +87,363 +57%
SWM
142
Sculati Wealth Management
Michigan
$4.84M +$4.68M +241,518 New
ACWM
143
Adams Chetwood Wealth Management
North Carolina
$4.64M +$4.48M +231,543 New
PA
144
Planning Alternatives
Michigan
$4.6M -$24K -1,242 -0.5%
ASN
145
Advisory Services Network
Georgia
$4.41M +$858K +44,316 +25%
RM
146
Resource Management
Louisiana
$4.35M +$2.17M +112,095 +107%
TFS
147
TrustCore Financial Services
Tennessee
$4.34M +$130K +6,720 +3%
VBFG
148
Vishria Bird Financial Group
Tennessee
$4.33M +$217K +11,223 +5%
IAP
149
Indie Asset Partners
Indiana
$4.28M +$4.14M +213,675 New
NWS
150
Newport Wealth Strategies
California
$4.27M +$201K +10,377 +5%
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