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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
$43.4M -$287K -9,007 -0.6%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$39.8M +$3.56M +111,937 +10%
SFS
28
Summit Financial Strategies
Ohio
$39.7M -$9.11M -286,160 -18%
FSAG
29
Financial Solutions Advisory Group
Illinois
$39.6M +$40.7M +1,279,556 New
SAM
30
Summit Asset Management
Tennessee
$39.3M +$262K +8,217 +0.7%
Ameriprise
31
Ameriprise
Minnesota
$38.5M -$7M -219,779 -15%
BBA
32
BLB&B Advisors
Pennsylvania
$37.7M -$471K -14,778 -1%
Charles Schwab
33
Charles Schwab
California
$36.7M +$14.4M +451,082 +61%
DAS
34
Dynamic Advisor Solutions
Arizona
$35.3M +$15.1M +473,227 +71%
MAG
35
Mokosak Advisory Group
Iowa
$35.2M -$94.6K -2,970 -0.3%
CPIG
36
Chicago Partners Investment Group
Illinois
$34.3M +$2.07M +64,931 +7%
SFG
37
Sage Financial Group
Pennsylvania
$30.5M +$330K +10,359 +1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$28.6M +$2.09M +65,728 +8%
HNW
39
High Note Wealth
Minnesota
$28M +$180K +5,661 +0.6%
CL
40
Choreo LLC
Illinois
$27.5M +$25.8M +809,389 +1,044%
GAM
41
Gemmer Asset Management
California
$27.4M -$1.73M -54,427 -6%
Bank of America
42
Bank of America
North Carolina
$26.9M -$387K -12,166 -1%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$26.8M -$6.24M -195,964 -18%
Focus Partners Wealth
44
Focus Partners Wealth
Massachusetts
$26M -$150K -4,709 -0.6%
Corient Private Wealth
45
Corient Private Wealth
Florida
$25.6M -$1.35M -42,539 -5%
NFG
46
Northeast Financial Group
Pennsylvania
$25M -$2.63M -82,706 -9%
CRC
47
Curi RMB Capital
Illinois
$24.7M -$1.92M -60,391 -7%
IA
48
IFP Advisors
Florida
$24M -$108K -3,391 -0.4%
SFA
49
Seneca Financial Advisors
New York
$23.6M +$920K +28,894 +4%
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$23.5M +$503K +15,785 +2%