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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
CWH Capital Management
Washington
$15.7M +$269K +13,875 +2%
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$15M -$683K -35,256 -5%
SIC
53
Salem Investment Counselors
North Carolina
$14.8M +$94.2K +4,863 +0.7%
RRWA
54
Rainey & Randall Wealth Advisors
Florida
$14.8M +$487K +25,173 +4%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$14.6M -$16K -825 -0.1%
MGIA
56
Moneta Group Investment Advisors
Missouri
$14.6M +$4.13M +213,306 +41%
DP
57
Denver PWM
Colorado
$14.5M +$375K +19,350 +3%
MFT
58
Moisand Fitzgerald Tamayo
Florida
$14.3M +$128K +6,606 +0.9%
AWS
59
AJ Wealth Strategies
New York
$14.1M +$1.82M +94,161 +15%
IWS
60
Insight Wealth Strategies
California
$14M +$160K +8,256 +1%
FWM
61
Filbrandt Wealth Management
Wisconsin
$14M +$13.5M +695,946 New
LF
62
Lee Financial
Texas
$13.4M -$598K -30,891 -4%
OFG
63
Omega Financial Group
California
$13.4M +$155K +7,998 +1%
MAG
64
Mokosak Advisory Group
Iowa
$13M +$454K +23,427 +4%
MI
65
Moneywise Inc
Virginia
$12.7M -$36.5K -1,887 -0.3%
GAM
66
Gemmer Asset Management
California
$12.6M +$322K +16,644 +3%
RC
67
Rovin Capital
Arizona
$12.5M +$12M +621,978 New
CAN
68
Cetera Advisor Networks
California
$12.4M +$11.4M +588,039 +1,790%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$12.1M -$4.12M -212,838 -26%
BWM
70
BerganKDV Wealth Management
Minnesota
$11.9M +$62.9K +3,249 +0.6%
IA
71
IFP Advisors
Florida
$11.9M +$1.1M +56,559 +11%
FNC
72
First National Corp
Massachusetts
$11.8M +$180K +9,300 +2%
TLP
73
Trinity Legacy Partners
Texas
$11.7M -$474K -24,459 -4%
MAM
74
Marquette Asset Management
Minnesota
$11.7M +$1.41M +72,834 +14%
SFG
75
Sage Financial Group
Pennsylvania
$11.6M +$26.8K +1,383 +0.2%