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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TLP
51
Trinity Legacy Partners
Texas
$12.4M +$2.77M +154,809 +30%
CWM
52
Campbell Wealth Management
Virginia
$12.3M +$886K +49,560 +8%
CCM
53
CWH Capital Management
Washington
$12M +$324K +18,150 +3%
Creative Planning
54
Creative Planning
Kansas
$11.9M +$940K +52,620 +9%
OFG
55
Omega Financial Group
California
$11.7M -$123K -6,858 -1%
MAG
56
Mokosak Advisory Group
Iowa
$11.4M +$224K +12,543 +2%
ODCM
57
Old Dominion Capital Management
Virginia
$11M +$764K +42,777 +8%
TYCC
58
Texas Yale Capital Corp
Florida
$11M +$5.36M +299,889 +102%
MI
59
Moneywise Inc
Virginia
$10.9M -$343K -19,179 -3%
BWM
60
BerganKDV Wealth Management
Minnesota
$10.8M -$1.57M -87,615 -13%
SFG
61
Sage Financial Group
Pennsylvania
$10.1M +$299K +16,755 +3%
FNC
62
First National Corp
Massachusetts
$10M +$481K +26,925 +5%
Jane Street
63
Jane Street
New York
$9.99M +$6.09M +340,662 +170%
VNA
64
Valley National Advisers
Pennsylvania
$9.63M +$62K +3,468 +0.7%
WTC
65
WhitTier Trust Company
Nevada
$9.55M +$586K +32,799 +7%
AWS
66
AJ Wealth Strategies
New York
$9.53M +$23.7K +1,326 +0.3%
SJIM
67
St. Johns Investment Management
Florida
$9.43M +$488K +27,300 +6%
TSWM
68
Triangle Securities Wealth Management
North Carolina
$9.4M +$441K +24,699 +5%
PIMG
69
Patriot Investment Management Group
Tennessee
$9.18M +$8.89M +497,415 New
MAM
70
Marquette Asset Management
Minnesota
$9.04M +$13.1K +732 +0.1%
IWMA
71
Ironwood Wealth Management (Arizona)
Arizona
$8.99M +$118K +6,588 +1%
SWRP
72
Summit Wealth & Retirement Planning
California
$8.96M -$21.7K -1,212 -0.2%
PFM
73
Parsec Financial Management
North Carolina
$8.83M +$1.21M +67,830 +17%
SHJ
74
Sharkey, Howes & Javer
Colorado
$8.66M -$17.6M -985,752 -68%
KP
75
Keel Point
Alabama
$8.65M +$8.37M +468,312 New