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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$4.81M +$203K +14,034 +4%
HA
27
Harfst & Associates
Wyoming
$4.8M +$4.89M +338,046 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$4.65M +$3.34M +230,784 +239%
MAM
29
Marquette Asset Management
Minnesota
$4.43M -$201K -13,890 -4%
GAM
30
Gemmer Asset Management
California
$4.19M +$11.9K +819 +0.3%
VFS
31
VSR Financial Services
Kansas
$4.19M +$3.31M +228,852 +348%
AI
32
Atria Investments
North Carolina
$4.02M +$209K +14,439 +5%
MAS
33
Madden Advisory Services
Florida
$3.95M -$207K -14,271 -5%
EVM
34
Eaton Vance Management
Massachusetts
$3.81M +$586K +40,485 +18%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$3.76M +$835K +57,729 +28%
CCM
36
CWH Capital Management
Washington
$3.72M +$652K +45,030 +21%
AWM
37
Avior Wealth Management
Nebraska
$3.65M -$1.82M -125,877 -33%
PTCG
38
Pring Turner Capital Group
California
$3.6M +$316K +21,840 +9%
SFS
39
Summit Financial Strategies
Ohio
$3.42M +$222K +15,312 +7%
GA
40
Gateway Advisory
New Jersey
$3.39M +$231K +15,993 +7%
RWM
41
RKL Wealth Management
Pennsylvania
$3.23M +$573K +39,576 +21%
TCM
42
Tradewinds Capital Management
Washington
$3.11M -$8.25K -570 -0.3%
GC
43
Grimes & Company
Massachusetts
$2.83M +$2.88M +198,789 New
BBA
44
BLB&B Advisors
Pennsylvania
$2.74M +$1.42M +98,055 +103%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$2.7M +$720K +49,725 +36%
VNA
46
Valley National Advisers
Pennsylvania
$2.69M -$63.8K -4,407 -2%
OCM
47
One Capital Management
California
$2.68M +$120K +8,289 +5%
CMP
48
Courage Miller Partners
Virginia
$2.62M +$289K +19,944 +12%
BSB
49
Bangor Savings Bank
Maine
$2.54M -$58.6K -4,050 -2%
CCM
50
Condor Capital Management
New Jersey
$2.42M -$62.3K -4,305 -2%