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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
176
Juncture Wealth Strategies
Arizona
$2.45M -$822K -45,984 -26%
AOWM
177
Alpha Omega Wealth Management
Virginia
$2.44M +$233K +13,041 +11%
GVAG
178
Great Valley Advisor Group
Delaware
$2.43M +$2.89M +161,748 New
AG
179
Advisor Group
Arizona
$2.42M -$193K -10,782 -8%
KCPG
180
Kavar Capital Partners Group
Kansas
$2.4M +$1.33M +74,475 +134%
BC
181
Barnett & Company
Tennessee
$2.4M -$283K -15,834 -11%
FA
182
Fagan Associates
New York
$2.38M +$93.1K +5,211 +4%
CWM
183
Chesapeake Wealth Management
Virginia
$2.37M +$31.4K +1,755 +1%
CWM
184
Cornerstone Wealth Management
Missouri
$2.37M +$19.8K +1,110 +4%
BL
185
Balentine LLC
Georgia
$2.33M – – –
SFA
186
Sequoia Financial Advisors
Ohio
$2.29M +$221K +12,342 +11%
ACM
187
AlphaStar Capital Management
North Carolina
$2.27M +$2.21M +123,738 +479%
WP
188
WealthSource Partners
California
$2.25M -$629K -35,190 -22%
MIAN
189
Mariner Independent Advisor Network
Kansas
$2.23M -$286K -15,993 -12%
SDWMA
190
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.22M +$476K +26,649 +28%
AA
191
Alesco Advisors
New York
$2.21M -$184K -10,299 -8%
WC
192
Westwind Capital
New Mexico
$2.2M -$285K -15,936 -12%
WIC
193
Whitegate Investment Counselors
New Hampshire
$2.17M +$47.7K +2,670 +2%
ACM
194
Armbruster Capital Management
New York
$2.15M +$21.2K +1,185 +1%
HA
195
Harfst & Associates
Wyoming
$2.15M -$23.5K -1,317 -1%
BW
196
Bison Wealth
Georgia
$2.13M +$226K +12,630 +12%
SWM
197
SeaCrest Wealth Management
New York
$2.13M +$25.6K +1,431 +1%
IF
198
Ironwood Financial
Arizona
$2.12M +$77K +4,308 +4%
EWM
199
Evermay Wealth Management
Virginia
$2.1M -$77.5K -4,338 -4%
RC
200
Roundview Capital
New Jersey
$2M +$7.4K +414 +0.4%
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