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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
26
Moisand Fitzgerald Tamayo
Florida
$10.4M +$240K +15,114 +2%
SI
27
SII Investments
Wisconsin
$10M +$168K +10,560 +2%
UBS Group
28
UBS Group
Switzerland
$10M +$91.4K +5,751 +0.9%
AL
29
Aspiriant LLC
California
$9.87M -$1.73M -109,005 -15%
HA
30
Harfst & Associates
Wyoming
$9.25M -$116K -7,320 -1%
Wells Fargo
31
Wells Fargo
California
$9.21M -$599K -37,722 -6%
ECML
32
Eagle Capital Management (Louisiana)
Louisiana
$9.2M +$286K +17,973 +3%
FC
33
Financial Consulate
Maryland
$9.14M +$673K +42,339 +8%
LIM
34
Leavell Investment Management
Alabama
$8.96M +$1.14M +71,643 +15%
MCIA
35
Mountain Capital Investment Advisors
Colorado
$8.78M +$8.69M +546,756 New
AAC
36
Asset Advisors Corp
Georgia
$8.63M +$352K +22,125 +4%
Ameriprise
37
Ameriprise
Minnesota
$8.41M +$1.97M +123,936 +31%
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$8.2M +$1.25M +78,363 +18%
SJIM
39
St. Johns Investment Management
Florida
$8.11M +$283K +17,814 +4%
LPL Financial
40
LPL Financial
California
$8.07M +$666K +41,904 +9%
ODCM
41
Old Dominion Capital Management
Virginia
$7.71M +$62.6K +3,942 +0.8%
PFG
42
Piershale Financial Group
Illinois
$7.33M
GAM
43
Gemmer Asset Management
California
$7.1M +$101K +6,378 +1%
SFS
44
Summit Financial Strategies
Ohio
$7.07M +$365K +22,980 +6%
SFG
45
Sage Financial Group
Pennsylvania
$7.01M +$878K +55,236 +14%
TSWM
46
Triangle Securities Wealth Management
North Carolina
$6.7M +$550K +34,638 +9%
BAM
47
Berkshire Asset Management
Pennsylvania
$6.67M +$9.58K +603 +0.1%
LIM
48
Lathrop Investment Management
Arkansas
$6.52M -$69.7K -4,383 -1%
LCM
49
Leisure Capital Management
California
$6.38M -$139K -8,775 -2%
WMG
50
WESCAP Management Group
California
$6.18M -$150K -9,432 -2%