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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
$42.5M +$1.6M +53,508 +4%
BPA
27
Beacon Pointe Advisors
California
$41.4M -$1.44M -48,339 -3%
SAM
28
Summit Asset Management
Tennessee
$37.9M +$619K +20,765 +2%
BBA
29
BLB&B Advisors
Pennsylvania
$37.1M -$184K -6,179 -0.5%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$35.3M +$3.66M +122,646 +12%
MAG
31
Mokosak Advisory Group
Iowa
$34.2M +$1.26M +42,412 +4%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$31.9M -$2.76M -92,432 -8%
CPIG
33
Chicago Partners Investment Group
Illinois
$30.5M +$2.78M +93,144 +11%
SFG
34
Sage Financial Group
Pennsylvania
$29.3M +$366K +12,282 +1%
UBS Group
35
UBS Group
Switzerland
$28.6M -$69.1K -2,318 -0.2%
GAM
36
Gemmer Asset Management
California
$28.3M -$1.6M -53,531 -5%
HNW
37
High Note Wealth
Minnesota
$27M +$716K +24,013 +3%
NFG
38
Northeast Financial Group
Pennsylvania
$26.8M +$1.2M +40,381 +5%
Bank of America
39
Bank of America
North Carolina
$26.5M +$43.6K +1,463 +0.2%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$25.8M +$691K +23,192 +3%
CRC
41
Curi RMB Capital
Illinois
$25.8M -$352K -11,799 -1%
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$25.4M +$6.06M +203,372 +32%
IA
43
IFP Advisors
Florida
$23.4M -$136K -4,550 -0.6%
RWM
44
RKL Wealth Management
Pennsylvania
$22.9M -$22.8K -764 -0.1%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$22.4M +$971K +32,563 +5%
FPN
46
Financial Planning Navigators
Minnesota
$22.3M +$22.1M +740,491 New
Charles Schwab
47
Charles Schwab
California
$22.1M +$12.2M +409,532 +126%
SFA
48
Seneca Financial Advisors
New York
$22M +$1.07M +35,967 +5%
MWM
49
Modera Wealth Management
New Jersey
$21.9M -$657K -22,035 -3%
CAG
50
Compass Advisory Group
New York
$21.4M +$91.5K +3,070 +0.4%