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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$4.07M +$100K +6,858 +3%
RWM
52
RKL Wealth Management
Pennsylvania
$4.01M +$892K +60,987 +30%
VNA
53
Valley National Advisers
Pennsylvania
$4M +$260K +17,736 +7%
Ameriprise
54
Ameriprise
Minnesota
$3.98M +$2.55M +174,348 +193%
HighTower Advisors
55
HighTower Advisors
Illinois
$3.9M +$2.51M +171,801 +196%
MAS
56
Madden Advisory Services
Florida
$3.87M +$20.1K +1,374 +0.5%
NDSI
57
Newman Dignan & Sheerar Inc
Rhode Island
$3.83M +$224K +15,333 +6%
TCM
58
Tradewinds Capital Management
Washington
$3.46M -$172K -11,730 -5%
OCM
59
One Capital Management
California
$3.41M -$25.3K -1,728 -0.8%
CIAS
60
Capital Investment Advisory Services
North Carolina
$3.18M +$3.09M +211,185 New
KF
61
Krilogy Financial
Missouri
$3.12M -$424K -28,950 -12%
KBFS
62
Kohmann Bosshard Financial Services
Ohio
$3.11M +$2.94M +200,616 New
CMP
63
Courage Miller Partners
Virginia
$3.1M -$112K -7,656 -4%
JWS
64
Juncture Wealth Strategies
Arizona
$3.06M +$54.7K +3,738 +2%
AWS
65
AJ Wealth Strategies
New York
$3.05M +$2.96M +202,518 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$3M +$698K +47,673 +31%
AMG
67
Asset Management Group
Connecticut
$2.97M +$912K +62,334 +46%
CFA
68
Cahill Financial Advisors
Minnesota
$2.9M +$164K +11,232 +6%
AFG
69
Albion Financial Group
Utah
$2.88M +$372K +25,455 +15%
BCMO
70
Buckingham Capital Management (Ohio)
Ohio
$2.84M +$514K +35,130 +23%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$2.83M -$1.91M -130,494 -41%
BSB
72
Bangor Savings Bank
Maine
$2.81M +$190K +12,987 +7%
CCM
73
Colorado Capital Management
Colorado
$2.73M +$197K +13,473 +8%
BA
74
Bristlecone Advisors
Washington
$2.61M +$183K +12,489 +8%
SPIA
75
Steward Partners Investment Advisory
New York
$2.6M +$2.53M +172,833 New