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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Campbell Wealth Management
Virginia
$13.7M +$1.01M +53,976 +8%
MFT
52
Moisand Fitzgerald Tamayo
Florida
$13.4M +$314K +16,794 +2%
DP
53
Denver PWM
Colorado
$13M +$348K +18,579 +3%
RRWA
54
Rainey & Randall Wealth Advisors
Florida
$12.9M +$12.7M +677,655 New
MI
55
Moneywise Inc
Virginia
$12.9M +$1.06M +56,526 +9%
IWS
56
Insight Wealth Strategies
California
$12.4M +$6.69M +357,816 +122%
OFG
57
Omega Financial Group
California
$12.2M +$104K +5,550 +0.9%
TLP
58
Trinity Legacy Partners
Texas
$11.9M -$640K -34,233 -5%
PFM
59
Parsec Financial Management
North Carolina
$11.9M +$2.77M +148,098 +31%
GAM
60
Gemmer Asset Management
California
$11.7M -$1.06M -56,736 -8%
MAG
61
Mokosak Advisory Group
Iowa
$11.7M -$73.8K -3,945 -0.6%
SFG
62
Sage Financial Group
Pennsylvania
$11.3M +$868K +46,425 +9%
BWM
63
BerganKDV Wealth Management
Minnesota
$11.2M +$130K +6,966 +1%
AWS
64
AJ Wealth Strategies
New York
$11M +$1.2M +64,206 +12%
ODCM
65
Old Dominion Capital Management
Virginia
$10.9M +$25K +1,335 +0.2%
FNC
66
First National Corp
Massachusetts
$10.9M +$560K +29,949 +6%
WTC
67
WhitTier Trust Company
Nevada
$10.6M +$763K +40,800 +8%
TSWM
68
Triangle Securities Wealth Management
North Carolina
$10.3M +$564K +30,123 +6%
SJIM
69
St. Johns Investment Management
Florida
$9.95M +$226K +12,099 +2%
VNA
70
Valley National Advisers
Pennsylvania
$9.94M +$13.4K +717 +0.1%
IWMA
71
Ironwood Wealth Management (Arizona)
Arizona
$9.81M +$534K +28,572 +6%
SHJ
72
Sharkey, Howes & Javer
Colorado
$9.31M +$380K +20,319 +4%
Bank of America
73
Bank of America
North Carolina
$9.22M +$1.02M +54,384 +13%
PIMG
74
Patriot Investment Management Group
Tennessee
$9.21M -$251K -13,392 -3%
SWRP
75
Summit Wealth & Retirement Planning
California
$9.19M -$46.4K -2,481 -0.5%