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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$38.4M +$1.61M +60,483 +5%
AWMS
27
Advocacy Wealth Management Services
Georgia
$34.3M -$251K -9,456 -0.8%
SAM
28
Summit Asset Management
Tennessee
$33M +$1.02M +38,370 +3%
OIA
29
OneDigital Investment Advisors
Kansas
$31.5M -$1.08M -40,536 -3%
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$30.1M -$67.7K -2,547 -0.2%
EWA
31
Exencial Wealth Advisors
Oklahoma
$29.2M +$1.61M +60,513 +6%
TCM
32
Tradewinds Capital Management
Washington
$28.6M +$26.6M +999,603 +3,072%
MAG
33
Mokosak Advisory Group
Iowa
$28.4M +$1.3M +48,762 +5%
Morgan Stanley
34
Morgan Stanley
New York
$28.4M -$112K -4,215 -0.4%
EGWAG
35
Elwood & Goetz Wealth Advisory Group
Georgia
$28.3M +$1.37M +51,438 +5%
CRC
36
Curi RMB Capital
Illinois
$28.2M -$7.42K -279 -0%
DAS
37
Dynamic Advisor Solutions
Arizona
$27.3M +$1.35M +50,865 +5%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$25.8M +$1.73M +65,040 +8%
MWM
39
Modera Wealth Management
New Jersey
$25.7M -$478K -17,973 -2%
CWM
40
Campbell Wealth Management
Virginia
$24.5M +$23.5M +884,925 New
MF
41
Manchester Financial
California
$24.4M -$673K -25,320 -3%
SFG
42
Sage Financial Group
Pennsylvania
$22.9M +$251K +9,432 +1%
Corient Private Wealth
43
Corient Private Wealth
Florida
$22.9M +$7.08M +266,388 +47%
HNW
44
High Note Wealth
Minnesota
$22.1M +$524K +19,710 +3%
NFG
45
Northeast Financial Group
Pennsylvania
$21.7M +$1.44M +54,126 +7%
IA
46
IFP Advisors
Florida
$21.1M +$241K +9,045 +1%
Bank of America
47
Bank of America
North Carolina
$21M -$337K -12,663 -2%
NFW
48
Noble Family Wealth
Florida
$20.3M -$1.05M -39,540 -5%
KAS
49
Kestra Advisory Services
Texas
$20M -$1.98M -74,325 -9%
SIC
50
Salem Investment Counselors
North Carolina
$19.9M -$123K -4,641 -0.6%