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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
51
Parsec Financial Management
North Carolina
$14.5M +$2.7M +142,863 +23%
CCM
52
CWH Capital Management
Washington
$14.5M -$179K -9,474 -1%
UWM
53
USAdvisors Wealth Management
Minnesota
$14M +$93K +4,920 +0.7%
SIC
54
Salem Investment Counselors
North Carolina
$13.8M +$116K +6,117 +0.8%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$13.8M -$426K -22,524 -3%
PCIA
56
Prime Capital Investment Advisors
Kansas
$13.5M +$8.97M +475,011 +197%
RRWA
57
Rainey & Randall Wealth Advisors
Florida
$13.4M +$634K +33,570 +5%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$13.4M +$38.1K +2,016 +0.3%
DP
59
Denver PWM
Colorado
$13.2M +$16.5K +873 +0.1%
LF
60
Lee Financial
Texas
$13.2M -$1.03M -54,399 -7%
IWS
61
Insight Wealth Strategies
California
$13M +$752K +39,816 +6%
MI
62
Moneywise Inc
Virginia
$12.8M +$19.3K +1,023 +0.2%
OFG
63
Omega Financial Group
California
$12.4M +$325K +17,193 +3%
MAG
64
Mokosak Advisory Group
Iowa
$11.7M +$173K +9,180 +1%
GAM
65
Gemmer Asset Management
California
$11.5M -$83.6K -4,425 -0.7%
AWS
66
AJ Wealth Strategies
New York
$11.5M +$543K +28,722 +5%
TLP
67
Trinity Legacy Partners
Texas
$11.3M -$621K -32,874 -5%
BWM
68
BerganKDV Wealth Management
Minnesota
$11.1M +$9.18K +486 +0.1%
SFG
69
Sage Financial Group
Pennsylvania
$10.9M -$238K -12,600 -2%
FNC
70
First National Corp
Massachusetts
$10.9M +$89.7K +4,749 +0.8%
WTC
71
WhitTier Trust Company
Nevada
$10.8M +$324K +17,163 +3%
ODCM
72
Old Dominion Capital Management
Virginia
$10.6M -$181K -9,567 -2%
TSWM
73
Triangle Securities Wealth Management
North Carolina
$10.5M +$362K +19,173 +4%
IA
74
IFP Advisors
Florida
$10.1M +$10.1M +536,292 New
Bank of America
75
Bank of America
North Carolina
$9.97M +$839K +44,397 +9%