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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$34.4M +$1.88M +71,670 +6%
AWMS
27
Advocacy Wealth Management Services
Georgia
$32.4M +$1.04M +39,828 +3%
OIA
28
OneDigital Investment Advisors
Kansas
$30.6M -$881K -33,687 -3%
MFT
29
Moisand Fitzgerald Tamayo
Florida
$30.5M +$1.1M +41,889 +4%
SAM
30
Summit Asset Management
Tennessee
$29.9M +$1.15M +43,782 +4%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$28.2M +$181K +6,924 +0.6%
Morgan Stanley
32
Morgan Stanley
New York
$26.7M -$1,000K -38,214 -4%
CRC
33
Curi RMB Capital
Illinois
$26.4M +$425K +16,236 +2%
EWA
34
Exencial Wealth Advisors
Oklahoma
$25.8M -$32.7K -1,248 -0.1%
MAG
35
Mokosak Advisory Group
Iowa
$25.4M +$131K +5,010 +0.5%
EGWAG
36
Elwood & Goetz Wealth Advisory Group
Georgia
$25.2M +$933K +35,643 +4%
MWM
37
Modera Wealth Management
New Jersey
$24.6M -$311K -11,868 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$24.3M -$1.05M -40,308 -4%
DAS
39
Dynamic Advisor Solutions
Arizona
$24.2M +$3.73M +142,422 +18%
MF
40
Manchester Financial
California
$23.5M +$275K +10,497 +1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$22.5M +$4.76M +181,953 +27%
SFG
42
Sage Financial Group
Pennsylvania
$21.3M +$609K +23,286 +3%
KAS
43
Kestra Advisory Services
Texas
$20.3M +$16.9M +646,230 +435%
HNW
44
High Note Wealth
Minnesota
$20.2M +$1.45M +55,443 +8%
NFW
45
Noble Family Wealth
Florida
$20M -$3.05M -116,694 -13%
Bank of America
46
Bank of America
North Carolina
$20M +$781K +29,844 +4%
IA
47
IFP Advisors
Florida
$19.5M +$143K +5,454 +0.7%
NFG
48
Northeast Financial Group
Pennsylvania
$19M +$751K +28,698 +4%
SIC
49
Salem Investment Counselors
North Carolina
$18.8M -$764K -29,217 -4%
NOI
50
Newton One Investments
Delaware
$18M -$15.1K -576 -0.1%