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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
201
BOK Financial Private Wealth
Colorado
$307K – – –
JWA
202
JFS Wealth Advisors
Pennsylvania
$297K +$1.38K +87 +0.5%
ZIM
203
Zacks Investment Management
Illinois
$287K -$7.2K -453 -2%
EK
204
Evensky & Katz
Florida
$286K -$1K -63 -0.4%
FAG
205
Financial Advisory Group
Texas
$284K +$27.7K +1,746 +11%
CWP
206
Capital Wealth Planning
Florida
$279K +$276K +17,358 New
WAM
207
Watermark Asset Management
California
$278K -$14.5K -915 -5%
CCMW
208
Cypress Capital Management (Wyoming)
Wyoming
$277K +$21.8K +1,374 +9%
PIM
209
Penobscot Investment Management
Massachusetts
$273K +$11.9K +750 +5%
PWAG
210
Polaris Wealth Advisory Group
California
$267K +$264K +16,611 New
JWM
211
Jacobus Wealth Management
Wisconsin
$260K +$20.1K +1,263 +8%
MCWS
212
McKinley Carter Wealth Services
West Virginia
$257K +$255K +16,026 New
CAM
213
Cubic Asset Management
Massachusetts
$250K – – –
DCM
214
Donaldson Capital Management
Indiana
$237K – – –
S
215
SignatureFD
Georgia
$237K +$381 +24 +0.2%
SG
216
Somerset Group
Minnesota
$231K – – –
CA
217
Cetera Advisors
Colorado
$231K +$228K +14,349 New
ASN
218
Advisory Services Network
Georgia
$230K +$91.3K +5,748 +67%
AG
219
Appleton Group
Wisconsin
$230K +$227K +14,304 New
CWM
220
Cornerstone Wealth Management
Missouri
$218K +$219K +13,767 New
CA
221
Continuum Advisory
Idaho
$217K +$215K +13,536 New
RWP
222
RWA Wealth Partners
Massachusetts
$215K +$477 +30 +0.2%
GAM
223
Garrison Asset Management
Arkansas
$212K +$3.38K +213 +2%
RW
224
REDW Wealth
New Mexico
$208K -$14.6K -918 -7%
TCM
225
Twele Capital Management
Minnesota
$206K +$204K +12,813 New
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