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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIAN
176
Mariner Independent Advisor Network
Kansas
$2.63M -$25.1K -1,329 -0.9%
FANJ
177
Financial Architects (New Jersey)
New Jersey
$2.62M +$809K +42,819 +45%
CCM
178
Condor Capital Management
New Jersey
$2.61M -$34.9K -1,845 -1%
FA
179
Fagan Associates
New York
$2.54M +$6.46K +342 +0.3%
FFS
180
Founders Financial Securities
Maryland
$2.54M +$2.54M +134,694 New
EFSCE
181
Enterprise Financial Services Corp (EFSC)
Missouri
$2.47M -$68K -3,597 -3%
AL
182
Aspiriant LLC
California
$2.46M -$334K -17,700 -12%
FHB
183
First Hawaiian Bank
Hawaii
$2.46M -$267K -14,124 -10%
SWM
184
Stockman Wealth Management
Montana
$2.41M +$114K +6,042 +5%
SFA
185
Sequoia Financial Advisors
Ohio
$2.39M +$7.76K +411 +0.3%
BL
186
Balentine LLC
Georgia
$2.38M – – –
IF
187
Ironwood Financial
Arizona
$2.36M +$103K +5,427 +5%
BW
188
Bison Wealth
Georgia
$2.32M +$11.6K +615 +0.5%
MCM
189
MAI Capital Management
Ohio
$2.31M -$46.9K -2,484 -2%
SCP
190
Shorepoint Capital Partners
Massachusetts
$2.29M -$133K -7,035 -5%
BPA
191
Beacon Pointe Advisors
California
$2.26M +$2.78K +147 +0.1%
BFEC
192
Benjamin F. Edwards & Company
Missouri
$2.26M +$357K +18,873 +19%
LFAS
193
Level Four Advisory Services
Texas
$2.25M -$1.64M -86,877 -42%
JWS
194
Juncture Wealth Strategies
Arizona
$2.24M +$229K +12,105 +11%
FLPIM
195
F.L. Putnam Investment Management
Massachusetts
$2.21M -$3.08M -163,080 -58%
AA
196
Alesco Advisors
New York
$2.21M -$11.7K -621 -0.5%
ACM
197
AlphaStar Capital Management
North Carolina
$2.21M -$144K -7,620 -6%
MCM
198
Mengis Capital Management
Oregon
$2.18M +$60.9K +3,225 +3%
WIC
199
Whitegate Investment Counselors
New Hampshire
$2.17M -$74.1K -3,921 -3%
JPLA
200
Joseph P. Lucia & Associates
New York
$2.17M -$66.7K -3,531 -3%
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