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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
Stockman Wealth Management
Montana
$1.29M +$1.25M +95,067 New
PAG
52
Private Advisor Group
New Jersey
$1.28M -$1.07M -80,865 -46%
CFMC
53
Curbstone Financial Management Corp
New Hampshire
$1.25M +$85.8K +6,510 +8%
SG Americas Securities
54
SG Americas Securities
New York
$1.19M +$638K +48,471 +123%
SA
55
Strategic Advisors
New York
$1.19M -$255K -19,374 -18%
NDSI
56
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M +$193K +14,640 +22%
WSTAM
57
Wilbanks Smith & Thomas Asset Management
Virginia
$981K -$1.86K -141 -0.2%
LPL Financial
58
LPL Financial
California
$873K +$256K +19,452 +43%
VC
59
Vicus Capital
Pennsylvania
$823K +$124K +9,450 +18%
AFG
60
Arkansas Financial Group
Arkansas
$773K -$28.9K -2,196 -4%
AIM
61
Avity Investment Management
Connecticut
$765K -$19.8K -1,500 -3%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$757K +$683K +51,846 +1,299%
AA
63
Alesco Advisors
New York
$746K +$66.6K +5,055 +10%
IFS
64
Ifrah Financial Services
Arkansas
$732K -$38.3K -2,904 -5%
CA
65
Capital Advantage
California
$705K +$685K +52,017 New
Ameriprise
66
Ameriprise
Minnesota
$693K +$255K +19,323 +61%
PLFAM
67
Pineno Levin & Ford Asset Management
Virginia
$682K +$2.77K +210 +0.4%
SFG
68
Sage Financial Group
Pennsylvania
$656K +$42.2K +3,201 +7%
WCM
69
Wisconsin Capital Management
Wisconsin
$646K +$20.7K +1,575 +3%
HIC
70
Hartline Investment Corp
Illinois
$627K -$5.97K -453 -1%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$610K +$589K +44,685 +16,550%
EK
72
Evensky & Katz
Florida
$598K +$106K +8,037 +22%
Brown Advisory
73
Brown Advisory
Maryland
$596K – – –
EMA
74
Efficient Market Advisors
California
$572K +$84.7K +6,429 +18%
Mariner
75
Mariner
Kansas
$536K +$63.8K +4,845 +14%