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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1
Financial Management Professionals
Texas
$23.8M +$23.3M +1,849,194 New
PA
2
Planning Alternatives
Michigan
$22.5M +$608K +48,177 +3%
SIC
3
Salem Investment Counselors
North Carolina
$8.18M +$695K +55,101 +9%
CCM
4
CWH Capital Management
Washington
$6.94M +$2.13M +169,110 +46%
PFG
5
Piershale Financial Group
Illinois
$6.28M +$2.38M +188,982 +63%
MAS
6
Madden Advisory Services
Florida
$6.07M +$689K +54,591 +13%
ODCM
7
Old Dominion Capital Management
Virginia
$5.87M +$8.74K +693 +0.2%
UCFA
8
United Capital Financial Advisors
Texas
$5.53M +$228K +18,090 +4%
AWM
9
Avior Wealth Management
Nebraska
$5.41M +$105K +8,340 +2%
AHS
10
Aspiriant Holdings S3
California
$4.97M +$4.05M +320,700 +487%
PMG
11
ProVise Management Group
Florida
$4.74M +$2.41M +190,929 +108%
LIM
12
Lathrop Investment Management
Arkansas
$4.42M +$176K +13,950 +4%
AI
13
Atria Investments
North Carolina
$4.21M +$70.9K +5,616 +2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.1M +$184K +14,595 +5%
TCM
15
Tuttle Capital Management
Connecticut
$4.07M +$3.99M +316,305 New
MAM
16
Marquette Asset Management
Minnesota
$3.81M +$451K +35,751 +14%
LIM
17
Leavell Investment Management
Alabama
$3.49M +$976K +77,394 +40%
GAM
18
Gemmer Asset Management
California
$2.96M +$2.91M +230,298 New
GA
19
Gateway Advisory
New Jersey
$2.57M +$337K +26,706 +15%
TCM
20
Tradewinds Capital Management
Washington
$2.56M +$144K +11,379 +6%
BJ
21
Brouwer & Janachowski
California
$2.32M +$1.57M +124,395 +224%
SWM
22
SVA Wealth Management
Wisconsin
$2.27M +$451K +35,730 +25%
Jane Street
23
Jane Street
New York
$2.14M +$2.1M +166,563 New
BSB
24
Bangor Savings Bank
Maine
$2.14M +$123K +9,744 +6%
RWM
25
RKL Wealth Management
Pennsylvania
$2.1M +$2.06M +163,596 New
1
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