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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HA
51
Harfst & Associates
Wyoming
$8.5M -$479K -26,688 -5%
GAM
52
Gemmer Asset Management
California
$8.45M +$186K +10,329 +2%
SJIM
53
St. Johns Investment Management
Florida
$8.4M -$141K -7,872 -2%
Fiera Capital (Canada)
54
Fiera Capital (Canada)
Quebec, Canada
$8.32M -$1.45M -80,715 -15%
TSWM
55
Triangle Securities Wealth Management
North Carolina
$8.27M +$247K +13,749 +3%
PA
56
Planning Alternatives
Michigan
$8.2M -$4.24M -236,199 -34%
Creative Planning
57
Creative Planning
Kansas
$8.15M +$1.09M +60,537 +15%
AAC
58
Asset Advisors Corp
Georgia
$7.99M -$174K -9,660 -2%
CFMC
59
Curbstone Financial Management Corp
New Hampshire
$7.58M +$3.88M +216,045 +101%
NWS
60
Newport Wealth Strategies
California
$7.56M -$668K -37,173 -8%
LF
61
Lee Financial
Texas
$6.98M +$1.22M +67,950 +21%
LIM
62
Lathrop Investment Management
Arkansas
$6.82M +$2.91K +162 +0%
LCM
63
Leisure Capital Management
California
$6.77M +$53.2K +2,964 +0.8%
VNA
64
Valley National Advisers
Pennsylvania
$6.67M +$1.28M +71,223 +23%
TCM
65
Tradewinds Capital Management
Washington
$6.45M +$233K +12,993 +4%
WMG
66
WESCAP Management Group
California
$6.41M -$196K -10,905 -3%
AWA
67
Acorn Wealth Advisors
Michigan
$6.33M +$387K +21,528 +6%
UWM
68
USAdvisors Wealth Management
Minnesota
$6.22M +$116K +6,483 +2%
AMG
69
Asset Management Group
Connecticut
$6.2M +$541K +30,147 +9%
MCIA
70
Mountain Capital Investment Advisors
Colorado
$6.11M -$1.98M -110,415 -24%
AWMG
71
Alliance Wealth Management Group
New Jersey
$5.9M +$210K +11,694 +4%
BAM
72
Berkshire Asset Management
Pennsylvania
$5.66M +$216 +12 +0%
BA
73
Bristlecone Advisors
Washington
$5.59M +$1.98M +110,421 +53%
NDSI
74
Newman Dignan & Sheerar Inc
Rhode Island
$5.58M -$38.9K -2,166 -0.7%
CCM
75
Colorado Capital Management
Colorado
$5.55M +$903K +50,265 +19%