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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MI
51
Moneywise Inc
Virginia
$20.5M +$2.54M +97,278 +14%
MAG
52
Mokosak Advisory Group
Iowa
$20.3M +$736K +28,158 +4%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$19.7M +$341K +13,035 +2%
EHPM
54
Emery Howard Portfolio Management
California
$19.5M -$342K -13,101 -2%
EGWAG
55
Elwood & Goetz Wealth Advisory Group
Georgia
$19.5M +$1.54M +58,791 +8%
AllianceBernstein
56
AllianceBernstein
Tennessee
$19M +$5.16M +197,304 +36%
Wells Fargo
57
Wells Fargo
California
$18.5M -$1.25M -47,766 -6%
MF
58
Manchester Financial
California
$18.2M +$656K +25,122 +4%
DC
59
Davenport & Co
Virginia
$17.9M +$1.58M +60,624 +9%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$17.7M -$375K -14,334 -2%
BWM
61
BerganKDV Wealth Management
Minnesota
$17.2M +$391K +14,973 +2%
NSAM
62
North Star Asset Management
Wisconsin
$17.1M +$937K +35,868 +6%
DP
63
Denver PWM
Colorado
$16.9M +$785K +30,060 +5%
FC
64
Financial Consulate
Maryland
$16.9M +$702K +26,859 +4%
BSB
65
Bangor Savings Bank
Maine
$16.3M +$784K +30,018 +5%
UCFA
66
United Capital Financial Advisors
Texas
$16.3M -$2.01M -77,061 -11%
BPA
67
Beacon Pointe Advisors
California
$16.2M +$14.4K +552 +0.1%
PFG
68
Piershale Financial Group
Illinois
$16.1M -$1.11M -42,309 -6%
CWM
69
Campbell Wealth Management
Virginia
$16.1M +$414K +15,843 +3%
NOI
70
Newton One Investments
Delaware
$15.9M +$1.47M +56,421 +10%
NFG
71
Northeast Financial Group
Pennsylvania
$15.7M +$320K +12,264 +2%
AMG
72
Asset Management Group
Connecticut
$15.6M +$1.34M +51,288 +9%
SFA
73
Seneca Financial Advisors
New York
$15.5M -$198K -7,572 -1%
BSAM
74
Blue Square Asset Management
New York
$15.4M +$380K +14,547 +2%
LIM
75
Leavell Investment Management
Alabama
$15.3M -$246K -9,423 -2%