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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
$40.3M +$621K +21,329 +2%
SAM
27
Summit Asset Management
Tennessee
$36.7M -$145K -4,978 -0.4%
BBA
28
BLB&B Advisors
Pennsylvania
$36.7M -$273K -9,371 -0.8%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$34.2M -$12.4M -424,636 -27%
MAG
30
Mokosak Advisory Group
Iowa
$32.5M +$483K +16,604 +2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$31.2M +$14.3M +490,329 +87%
GAM
32
Gemmer Asset Management
California
$29.4M -$12.1M -414,878 -29%
SFG
33
Sage Financial Group
Pennsylvania
$28.5M +$338K +11,595 +1%
UBS Group
34
UBS Group
Switzerland
$28.3M +$231K +7,922 +0.8%
DAS
35
Dynamic Advisor Solutions
Arizona
$27.6M -$796K -27,331 -3%
Bank of America
36
Bank of America
North Carolina
$26.1M -$646K -22,207 -2%
HNW
37
High Note Wealth
Minnesota
$25.9M +$732K +25,147 +3%
CRC
38
Curi RMB Capital
Illinois
$25.8M -$1.31M -45,092 -5%
CPIG
39
Chicago Partners Investment Group
Illinois
$25.7M +$2.28M +78,192 +10%
NFG
40
Northeast Financial Group
Pennsylvania
$25.2M +$176K +6,058 +0.7%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$24.8M -$350K -12,019 -1%
IA
42
IFP Advisors
Florida
$23.2M -$55.6K -1,910 -0.2%
RWM
43
RKL Wealth Management
Pennsylvania
$22.6M -$2.03M -69,784 -8%
MWM
44
Modera Wealth Management
New Jersey
$22.3M -$1.22M -41,816 -5%
OIA
45
OneDigital Investment Advisors
Kansas
$22.1M -$1.14M -39,015 -5%
Corient Private Wealth
46
Corient Private Wealth
Florida
$21.7M +$2.69M +92,293 +14%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$21.1M +$565K +19,405 +3%
CAG
48
Compass Advisory Group
New York
$21M +$765K +26,263 +4%
SFA
49
Seneca Financial Advisors
New York
$20.6M +$2.91M +100,076 +17%
LFS
50
Lutz Financial Services
Nebraska
$20M -$398K -13,661 -2%