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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VNA
51
Valley National Advisers
Pennsylvania
$3.42M +$40.4K +2,928 +1%
TCM
52
Tradewinds Capital Management
Washington
$3.38M -$33.4K -2,421 -1%
NDSI
53
Newman Dignan & Sheerar Inc
Rhode Island
$3.27M +$1.58M +114,768 +97%
SFG
54
Sage Financial Group
Pennsylvania
$3.23M +$398K +28,908 +14%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$3.23M +$531K +38,520 +20%
RWM
56
RKL Wealth Management
Pennsylvania
$3.02M +$63.8K +4,632 +2%
BWM
57
BerganKDV Wealth Management
Minnesota
$2.99M -$2.4M -173,982 -45%
CMP
58
Courage Miller Partners
Virginia
$2.92M +$68K +4,932 +2%
OCM
59
One Capital Management
California
$2.88M +$111K +8,085 +4%
CFA
60
Cahill Financial Advisors
Minnesota
$2.51M +$305K +22,101 +14%
JWS
61
Juncture Wealth Strategies
Arizona
$2.44M +$1.41M +102,228 +142%
Bank of America
62
Bank of America
North Carolina
$2.39M +$129K +9,381 +6%
MWAC
63
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.33M -$212K -15,411 -8%
BSB
64
Bangor Savings Bank
Maine
$2.29M -$133K -9,624 -6%
CCM
65
Condor Capital Management
New Jersey
$2.27M -$105K -7,635 -4%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.21M +$292K +21,156 +16%
AFG
67
Albion Financial Group
Utah
$2.17M -$28.2K -2,046 -1%
BA
68
Bristlecone Advisors
Washington
$2.13M +$2.1M +152,196 New
EMA
69
Efficient Market Advisors
California
$2.06M -$443K -32,112 -18%
CCM
70
Colorado Capital Management
Colorado
$2M +$1.97M +142,902 New
BCMO
71
Buckingham Capital Management (Ohio)
Ohio
$1.98M +$63K +4,572 +3%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$1.97M +$774K +56,166 +67%
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
$1.84M -$321K -23,319 -15%
TW
74
Transform Wealth
Colorado
$1.81M +$1.78M +129,357 New
SWM
75
Stockman Wealth Management
Montana
$1.64M +$24.6K +1,785 +2%