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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
26
Emery Howard Portfolio Management
California
$1.41M +$63K +5,244 +5%
U
27
UBS
Switzerland
$1.28M +$799K +66,528 +185%
SA
28
Strategic Advisors
New York
$1.25M +$269K +22,413 +29%
BCI
29
Brinker Capital Investments
Pennsylvania
$1.2M +$111K +9,267 +11%
BBA
30
BLB&B Advisors
Pennsylvania
$1.11M -$46.8K -3,900 -4%
CFA
31
Cahill Financial Advisors
Minnesota
$1.11M +$1.07M +88,749 New
BBPWM
32
Blue Bell Private Wealth Management
Pennsylvania
$981K +$310K +25,851 +49%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$954K +$279K +23,223 +44%
LYV
34
Live Your Vision
Pennsylvania
$950K +$103K +8,550 +13%
CMP
35
Courage Miller Partners
Virginia
$921K +$60.8K +5,061 +7%
SAM
36
Summit Asset Management
Tennessee
$911K +$245K +20,379 +39%
CCM
37
Condor Capital Management
New Jersey
$902K +$1.66K +138 +0.2%
IFS
38
Ifrah Financial Services
Arkansas
$863K +$1.84K +153 +0.2%
NDSI
39
Newman Dignan & Sheerar Inc
Rhode Island
$842K -$1.8K -150 -0.2%
AHS
40
Aspiriant Holdings S3
California
$822K +$207K +17,250 +35%
WSTAM
41
Wilbanks Smith & Thomas Asset Management
Virginia
$815K +$365K +30,393 +87%
AFG
42
Arkansas Financial Group
Arkansas
$761K +$732K +61,011 New
Wells Fargo
43
Wells Fargo
California
$759K +$336K +27,990 +85%
AIM
44
Avity Investment Management
Connecticut
$728K – – –
BJ
45
Brouwer & Janachowski
California
$694K +$668K +55,617 New
HSA
46
HBK Sorce Advisory
Pennsylvania
$689K -$59.3K -4,941 -8%
HIC
47
Hartline Investment Corp
Illinois
$643K +$619K +51,537 New
PLFAM
48
Pineno Levin & Ford Asset Management
Virginia
$617K +$594K +49,455 New
EMA
49
Efficient Market Advisors
California
$580K +$1.08K +90 +0.2%
AA
50
Alesco Advisors
New York
$560K +$64.7K +5,388 +14%