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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
26
JMG Financial Group
Illinois
$2.99M +$190K +14,400 +7%
GA
27
Gateway Advisory
New Jersey
$2.98M +$107K +8,100 +4%
TCM
28
Tradewinds Capital Management
Washington
$2.94M +$11.6K +879 +0.4%
CCM
29
Condor Capital Management
New Jersey
$2.4M +$12.1K +915 +0.5%
BSB
30
Bangor Savings Bank
Maine
$2.4M +$46.9K +3,558 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$2.39M +$2.32M +176,280 New
OCM
32
One Capital Management
California
$2.36M +$206K +15,609 +10%
SFS
33
Summit Financial Strategies
Ohio
$2.35M +$2.29M +173,478 New
CCM
34
CWH Capital Management
Washington
$2.32M -$802K -60,900 -26%
RWM
35
RKL Wealth Management
Pennsylvania
$2.27M -$9.17K -696 -0.4%
MIAN
36
Mariner Independent Advisor Network
Kansas
$2.2M +$263K +19,938 +14%
Citigroup
37
Citigroup
New York
$2.1M +$7.94K +603 +0.4%
VNA
38
Valley National Advisers
Pennsylvania
$1.91M +$2.01M +152,883 New
KIA
39
KCM Investment Advisors
California
$1.89M +$197K +14,940 +12%
Wells Fargo
40
Wells Fargo
California
$1.88M +$288K +21,846 +19%
CMP
41
Courage Miller Partners
Virginia
$1.66M +$91.6K +6,954 +6%
BCI
42
Brinker Capital Investments
Pennsylvania
$1.64M +$99.3K +7,536 +7%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$1.64M +$67.2K +5,103 +4%
CFA
44
Cahill Financial Advisors
Minnesota
$1.55M +$20.2K +1,533 +1%
FWM
45
Frontier Wealth Management
Missouri
$1.45M +$1.4M +106,614 New
BBA
46
BLB&B Advisors
Pennsylvania
$1.4M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.4M +$76.7K +5,820 +6%
LYV
48
Live Your Vision
Pennsylvania
$1.36M -$22.3K -1,695 -2%
Morgan Stanley
49
Morgan Stanley
New York
$1.36M +$421K +31,977 +47%
SAM
50
Summit Asset Management
Tennessee
$1.35M +$78.4K +5,955 +6%