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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
51
Lutz Financial Services
Nebraska
$11M +$14.1M +767,706 +4,269%
FWM
52
Filbrandt Wealth Management
Wisconsin
$10.9M +$1.49M +81,465 +12%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$10.8M +$1.02M +55,821 +8%
BCMO
54
Buckingham Capital Management (Ohio)
Ohio
$10.8M -$1.06M -57,732 -7%
FC
55
Financial Consulate
Maryland
$10.8M -$11.5M -629,457 -45%
MAG
56
Mokosak Advisory Group
Iowa
$10.3M +$1.6M +87,630 +14%
SIC
57
Salem Investment Counselors
North Carolina
$10.3M -$122K -6,684 -0.9%
Fiera Capital (Canada)
58
Fiera Capital (Canada)
Quebec, Canada
$10.1M -$515K -28,101 -4%
PEA
59
Pacific Edge Advisors
California
$10.1M +$3.97M +216,765 +43%
CAN
60
Cetera Advisor Networks
California
$9.88M +$1.5M +81,750 +13%
MAM
61
Marquette Asset Management
Minnesota
$9.85M +$2.16M +118,164 +20%
MI
62
Moneywise Inc
Virginia
$9.81M +$402K +21,942 +3%
BWM
63
BerganKDV Wealth Management
Minnesota
$9.77M +$1.85M +100,926 +17%
LF
64
Lee Financial
Texas
$9.51M +$140K +7,671 +1%
OFG
65
Omega Financial Group
California
$9.28M -$123K -6,708 -1%
GAM
66
Gemmer Asset Management
California
$8.77M -$87.3K -4,767 -0.8%
DP
67
Denver PWM
Colorado
$8.66M -$1.3M -71,007 -10%
IA
68
IFP Advisors
Florida
$8.62M +$100K +5,472 +0.9%
TCM
69
Tradewinds Capital Management
Washington
$8.61M +$4.2M +229,344 +60%
CWM
70
Campbell Wealth Management
Virginia
$8.35M -$4.05M -221,412 -27%
EGWAG
71
Elwood & Goetz Wealth Advisory Group
Georgia
$7.83M +$815K +44,502 +9%
BSB
72
Bangor Savings Bank
Maine
$7.83M +$977K +53,370 +11%
CCFM
73
Clear Creek Financial Management
Washington
$7.77M -$475K -25,926 -5%
ODCM
74
Old Dominion Capital Management
Virginia
$7.75M +$99.2K +5,415 +1%
PAG
75
Private Advisor Group
New Jersey
$7.63M +$2.31M +126,207 +30%