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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
176
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.82M +$134K +5,991 +3%
CA
177
Clearstead Advisors
Ohio
$3.81M +$389K +17,451 +10%
PAG
178
Private Advisor Group
New Jersey
$3.78M -$7.1M -318,030 -63%
SS
179
Sunbelt Securities
Texas
$3.77M +$115K +5,166 +3%
SPA
180
Sentinel Pension Advisors
Massachusetts
$3.72M +$173K +7,761 +4%
WFAG
181
Wescott Financial Advisory Group
Pennsylvania
$3.69M +$13.7K +615 +0.3%
CCFM
182
Clear Creek Financial Management
Washington
$3.68M +$441K +19,761 +12%
SOS
183
Silver Oak Securities
Tennessee
$3.62M +$1.53M +68,487 +75%
FCM
184
Fortis Capital Management
Washington
$3.58M +$800K +35,853 +25%
FTS
185
Fifth Third Securities
Ohio
$3.58M +$48.7K +2,181 +1%
SBL
186
Sargent Bickham Lagudis
Colorado
$3.52M -$30.8K -1,380 -0.8%
NFG
187
Northeast Financial Group
Pennsylvania
$3.51M +$3.88M +173,769 New
AWA
188
Acorn Wealth Advisors
Michigan
$3.48M +$30.5K +1,368 +0.8%
EFG
189
Everhart Financial Group
Ohio
$3.47M -$129K -5,760 -3%
BP
190
Broadleaf Partners
Ohio
$3.46M -$17.4K -780 -0.5%
MAM
191
Marquette Asset Management
Minnesota
$3.44M -$24.6K -1,104 -0.6%
PWA
192
Providence Wealth Advisors
Illinois
$3.35M -$105K -4,692 -3%
CWA
193
Carolina Wealth Advisors
South Carolina
$3.28M +$41.7K +1,869 +1%
VA
194
Valmark Advisers
Ohio
$3.25M +$62.6K +2,805 +2%
YIA
195
YHB Investment Advisors
Connecticut
$3.24M -$515K -23,085 -13%
MTIC
196
Missouri Trust & Investment Company
Missouri
$3.19M +$233K +10,422 +7%
SWM
197
Southern Wealth Management
Texas
$3.18M +$60.3K +2,703 +2%
GVAG
198
Great Valley Advisor Group
Delaware
$3.18M +$21.2K +951 +0.6%
AOWM
199
Alpha Omega Wealth Management
Virginia
$3.17M -$7.56K -339 -0.2%
BWL
200
Bogart Wealth LLC
Virginia
$3.17M +$455K +20,376 +15%
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