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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MF
51
Manchester Financial
California
$19.4M +$884K +35,253 +5%
NSAM
52
North Star Asset Management
Wisconsin
$18.8M +$957K +38,181 +5%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$18.5M +$607K +24,228 +3%
DHFB
54
Dixon Hubard Feinour & Brown
Virginia
$17.9M +$4.95M +197,631 +39%
BWM
55
BerganKDV Wealth Management
Minnesota
$17.4M +$49.5K +1,974 +0.3%
FC
56
Financial Consulate
Maryland
$17.4M +$137K +5,457 +0.8%
DP
57
Denver PWM
Colorado
$17.2M +$379K +15,123 +2%
CWM
58
Campbell Wealth Management
Virginia
$16.8M +$91.9K +3,666 +0.6%
BSB
59
Bangor Savings Bank
Maine
$16.6M +$105K +4,185 +0.6%
PAG
60
Private Advisor Group
New Jersey
$16.4M +$533K +21,273 +3%
NOI
61
Newton One Investments
Delaware
$16.1M +$256K +10,218 +2%
SFA
62
Seneca Financial Advisors
New York
$16.1M +$787K +31,389 +5%
MFGP
63
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.8M +$872K +34,797 +6%
AMG
64
Asset Management Group
Connecticut
$15.3M +$113K +4,515 +0.8%
CWM
65
Curi Wealth Management
North Carolina
$14.9M +$589K +23,496 +4%
FFN
66
Focus Financial Network
Minnesota
$14.4M +$14.2M +567,870 New
LIM
67
Leavell Investment Management
Alabama
$14.3M -$616K -24,576 -4%
EWA
68
Exencial Wealth Advisors
Oklahoma
$14.2M +$1.22M +48,594 +9%
AAIM
69
Asset Advisors Investment Management
Georgia
$14M +$102K +4,056 +0.7%
PIMG
70
Patriot Investment Management Group
Tennessee
$13.9M +$768K +30,621 +6%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$13.8M +$91K +3,630 +0.7%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$13.5M -$2.51M -100,269 -16%
HG
73
Harbor Group
New Hampshire
$13.4M -$499K -19,917 -4%
OFG
74
Omega Financial Group
California
$13.4M +$84.1K +3,354 +0.6%
AWM
75
Aries Wealth Management
Maine
$13.4M +$13.3M +530,460 New