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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
201
Sequoia Financial Advisors
Ohio
$1.77M +$67.4K +3,681 +3%
EFSCE
202
Enterprise Financial Services Corp (EFSC)
Missouri
$1.76M -$89.9K -4,908 -4%
FHB
203
First Hawaiian Bank
Hawaii
$1.72M -$147K -8,004 -6%
SWM
204
Stockman Wealth Management
Montana
$1.71M -$91.1K -4,974 -4%
JWA
205
JFS Wealth Advisors
Pennsylvania
$1.71M -$368K -20,121 -14%
DCM
206
DeGreen Capital Management
Arizona
$1.69M +$281K +15,366 +15%
HI
207
Hudock Inc
Pennsylvania
$1.67M +$120K +6,573 +6%
PCMC
208
Private Capital Management (Colorado)
Colorado
$1.66M -$442K -24,141 -17%
SIA
209
Starfire Investment Advisers
Michigan
$1.63M -$681K -37,176 -24%
PWM
210
Provident Wealth Management
Tennessee
$1.62M +$38K +2,073 +2%
BA
211
Ballast Advisors
Minnesota
$1.59M -$120K -6,570 -5%
B
212
Brightworth
Georgia
$1.57M -$121K -6,627 -6%
LCM
213
Leisure Capital Management
California
$1.57M -$2.43M -132,753 -54%
SWM
214
SeaCrest Wealth Management
New York
$1.56M -$141K -7,719 -7%
AFP
215
Ausdal Financial Partners
Iowa
$1.56M +$261K +14,238 +16%
JPLA
216
Joseph P. Lucia & Associates
New York
$1.55M -$74.8K -4,083 -4%
WIC
217
Whitegate Investment Counselors
New Hampshire
$1.53M -$135K -7,395 -6%
AL
218
Aspiriant LLC
California
$1.49M -$393K -21,438 -17%
SSWM
219
Sheets Smith Wealth Management
North Carolina
$1.49M +$1.07M +58,236 +122%
CA
220
Cetera Advisors
Colorado
$1.49M -$97.2K -5,310 -5%
RC
221
Roundview Capital
New Jersey
$1.48M -$49.2K -2,685 -2%
CHA
222
Carmichael Hill & Associates
Maryland
$1.45M -$127K -6,912 -6%
YWP
223
YorkBridge Wealth Partners
New York
$1.44M -$31.1K -1,698 -2%
BC
224
Barnett & Company
Tennessee
$1.44M +$207K +11,328 +12%
BIA
225
Bigelow Investment Advisors
Maine
$1.41M +$56.9K +3,105 +3%
7 8
9
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