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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$37.5M +$433K +16,413 +1%
EWA
27
Exencial Wealth Advisors
Oklahoma
$36.2M +$1.24M +47,004 +4%
BBA
28
BLB&B Advisors
Pennsylvania
$35M -$3.69M -139,885 -10%
SAM
29
Summit Asset Management
Tennessee
$34.9M +$69.1K +2,619 +0.2%
MAG
30
Mokosak Advisory Group
Iowa
$30.3M +$751K +28,466 +3%
EGWAG
31
Elwood & Goetz Wealth Advisory Group
Georgia
$28.8M -$1.52M -57,495 -5%
DAS
32
Dynamic Advisor Solutions
Arizona
$26.9M +$958K +36,328 +4%
SFG
33
Sage Financial Group
Pennsylvania
$26.7M -$479K -18,160 -2%
UBS Group
34
UBS Group
Switzerland
$26.5M -$111M -4,202,003 -82%
CRC
35
Curi RMB Capital
Illinois
$25.7M -$422K -16,013 -2%
Bank of America
36
Bank of America
North Carolina
$25.3M -$3.66M -138,696 -13%
HNW
37
High Note Wealth
Minnesota
$23.8M +$47.2K +1,791 +0.2%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$23.8M +$4.44M +168,203 +25%
NFG
39
Northeast Financial Group
Pennsylvania
$23.7M +$615K +23,326 +3%
RWM
40
RKL Wealth Management
Pennsylvania
$23.3M -$1.82M -68,917 -8%
CPIG
41
Chicago Partners Investment Group
Illinois
$22.7M +$1.42M +53,709 +7%
MWM
42
Modera Wealth Management
New Jersey
$22.2M -$1.28M -48,653 -6%
IA
43
IFP Advisors
Florida
$22M +$340K +12,871 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$22M -$1.28M -48,427 -6%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$19.4M +$599K +22,720 +3%
LFS
46
Lutz Financial Services
Nebraska
$19.3M +$3.74M +141,958 +26%
CAG
47
Compass Advisory Group
New York
$19.1M +$810K +30,686 +5%
NFW
48
Noble Family Wealth
Florida
$19M +$1.45M +54,801 +9%
BAM
49
Berkshire Asset Management
Pennsylvania
$18.4M +$9.6K +364 +0.1%
DP
50
Denver PWM
Colorado
$18.3M +$803K +30,453 +5%