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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
151
Brand Asset Management Group
Missouri
$2.39M +$1.79M +102,537 +217%
BBPWM
152
Blue Bell Private Wealth Management
Pennsylvania
$2.39M +$166K +9,513 +7%
LBC
153
Lowe Brockenbrough & Co
Virginia
$2.39M +$1.08M +61,590 +70%
CA
154
Capital Advantage
California
$2.35M +$468K +26,787 +22%
BC
155
Barnett & Company
Tennessee
$2.33M -$108K -6,168 -4%
WSTAM
156
Wilbanks Smith & Thomas Asset Management
Virginia
$2.31M -$39.8K -2,277 -2%
SIA
157
Starfire Investment Advisers
Michigan
$2.3M +$766K +43,839 +44%
MIAN
158
Mariner Independent Advisor Network
Kansas
$2.28M +$109K +6,261 +5%
AG
159
Advisor Group
Arizona
$2.27M +$10.8K +618 +0.4%
LYV
160
Live Your Vision
Pennsylvania
$2.22M +$1.27M +72,780 +125%
RWA
161
River Wealth Advisors
Pennsylvania
$2.19M -$82.2K -4,704 -3%
PWA
162
Providence Wealth Advisors
Illinois
$2.19M -$34.8K -1,989 -1%
SWM
163
Stockman Wealth Management
Montana
$2.19M +$11.5K +657 +0.5%
JWA
164
JFS Wealth Advisors
Pennsylvania
$2.18M +$1.93M +110,643 +425%
BC
165
Burleson & Co
California
$2.17M +$234K +13,407 +13%
WC
166
Westwind Capital
New Mexico
$2.15M -$203K -11,604 -8%
MWM
167
MorganRosel Wealth Management
Colorado
$2.14M +$2.34M +134,160 New
FC
168
Forte Capital
New York
$2.1M +$92.7K +5,304 +4%
HB
169
Homrich & Berg
Georgia
$2.08M +$2.28M +130,347 New
AA
170
Alesco Advisors
New York
$2.08M +$740K +42,369 +48%
CWM
171
Chesapeake Wealth Management
Virginia
$2.02M +$67.1K +3,840 +3%
TA
172
TMD & Associates
Arizona
$2.02M +$2.21M +126,765 New
BL
173
Balentine LLC
Georgia
$2.01M +$2.2M +126,000 New
SFWC
174
Strategic Family Wealth Counselors
New Jersey
$2.01M +$2.2M +125,784 New
FA
175
Fagan Associates
New York
$1.97M +$15.4K +882 +0.7%
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