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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$14.7M +$33.9K +1,875 +0.2%
CCM
27
CWH Capital Management
Washington
$14.4M -$2.01M -111,018 -12%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$14.2M +$168K +9,315 +1%
JFG
29
JMG Financial Group
Illinois
$13.6M +$852K +47,106 +7%
Wells Fargo
30
Wells Fargo
California
$13.5M +$1.8M +99,630 +16%
MAG
31
Mokosak Advisory Group
Iowa
$13.4M +$409K +22,614 +3%
NCM
32
Northwest Capital Management
Oregon
$12.9M +$151K +8,376 +1%
FC
33
Financial Consulate
Maryland
$12.9M +$511K +28,227 +4%
BWM
34
BerganKDV Wealth Management
Minnesota
$12.4M -$2.65M -146,289 -18%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$12.4M +$458K +25,350 +4%
MFT
36
Moisand Fitzgerald Tamayo
Florida
$12.1M +$153K +8,481 +1%
LIM
37
Leavell Investment Management
Alabama
$11.9M +$310K +17,151 +3%
SFS
38
Summit Financial Strategies
Ohio
$11.8M +$1.86M +102,852 +19%
Fiera Capital (Canada)
39
Fiera Capital (Canada)
Quebec, Canada
$11.7M +$3M +165,684 +35%
MI
40
Moneywise Inc
Virginia
$11.2M -$445K -24,594 -4%
TCM
41
Tradewinds Capital Management
Washington
$10.9M +$4.14M +229,167 +63%
BCMO
42
Buckingham Capital Management (Ohio)
Ohio
$10.6M +$1.17M +64,446 +13%
PEA
43
Pacific Edge Advisors
California
$10.5M -$200K -11,040 -2%
KP
44
Keel Point
Alabama
$9.93M +$9.81M +542,649 New
Creative Planning
45
Creative Planning
Kansas
$9.86M +$1.38M +76,362 +17%
SFG
46
Sage Financial Group
Pennsylvania
$9.49M -$69.1K -3,822 -0.7%
HighTower Advisors
47
HighTower Advisors
Illinois
$9.21M +$113K +6,252 +1%
ODCM
48
Old Dominion Capital Management
Virginia
$9.05M +$57.6K +3,186 +0.6%
MAM
49
Marquette Asset Management
Minnesota
$9.01M -$58.9K -3,258 -0.7%
ECML
50
Eagle Capital Management (Louisiana)
Louisiana
$8.98M +$7.69M +425,196 +650%