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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
51
Gemmer Asset Management
California
$17.9M -$1.1M -52,929 -6%
MAG
52
Mokosak Advisory Group
Iowa
$17.7M +$409K +19,635 +3%
MI
53
Moneywise Inc
Virginia
$17.5M +$55.9K +2,682 +0.4%
SFS
54
Summit Financial Strategies
Ohio
$17.4M -$144K -6,906 -0.9%
PR
55
Payden & Rygel
California
$17.3M +$9.14M +438,378 +135%
MFT
56
Moisand Fitzgerald Tamayo
Florida
$17.3M -$18.9K -906 -0.1%
BPA
57
Beacon Pointe Advisors
California
$17M -$431K -20,688 -3%
CCFM
58
Clear Creek Financial Management
Washington
$16.6M +$15.2M +730,044 New
SIC
59
Salem Investment Counselors
North Carolina
$16.4M +$63.6K +3,048 +0.4%
PAG
60
Private Advisor Group
New Jersey
$16M +$3.66M +175,410 +33%
TCM
61
Tradewinds Capital Management
Washington
$15.7M +$7.7M +369,012 +115%
CWM
62
Campbell Wealth Management
Virginia
$15.6M +$262K +12,540 +2%
HG
63
Harbor Group
New Hampshire
$15.2M +$13.4M +640,788 New
EGWAG
64
Elwood & Goetz Wealth Advisory Group
Georgia
$14.6M +$79.3K +3,801 +0.6%
BWM
65
BerganKDV Wealth Management
Minnesota
$14.6M -$58.4K -2,799 -0.4%
FC
66
Financial Consulate
Maryland
$14.6M -$146K -6,996 -1%
CAN
67
Cetera Advisor Networks
California
$14.5M -$2.16M -103,677 -14%
OFG
68
Omega Financial Group
California
$14.3M -$178K -8,520 -1%
SFA
69
Seneca Financial Advisors
New York
$14.2M +$13.1M +626,700 New
LIM
70
Leavell Investment Management
Alabama
$14.1M -$1M -48,135 -7%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$14M +$3.32M +159,120 +35%
NFG
72
Northeast Financial Group
Pennsylvania
$14M +$12.9M +616,542 New
DP
73
Denver PWM
Colorado
$13.6M -$1.02M -48,786 -7%
SL
74
Systelligence LLC
Minnesota
$13.3M +$7.32M +350,880 +151%
BSB
75
Bangor Savings Bank
Maine
$13.2M +$523K +25,083 +5%