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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$15.5M +$288K +12,480 +2%
DHFB
52
Dixon Hubard Feinour & Brown
Virginia
$15.5M +$705K +30,573 +4%
FC
53
Financial Consulate
Maryland
$15M +$639K +27,696 +4%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$14.7M +$16.2M +703,350 New
BWM
55
BerganKDV Wealth Management
Minnesota
$14.5M +$154K +6,660 +1%
BSB
56
Bangor Savings Bank
Maine
$14.5M +$874K +37,890 +6%
DP
57
Denver PWM
Colorado
$14.4M +$205K +8,865 +1%
CWM
58
Campbell Wealth Management
Virginia
$14.4M +$481K +20,838 +3%
SFA
59
Seneca Financial Advisors
New York
$14.2M +$1.06M +46,017 +7%
CWM
60
Curi Wealth Management
North Carolina
$13.7M +$1.52M +65,706 +11%
MFGP
61
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.3M +$249K +10,770 +2%
NOI
62
Newton One Investments
Delaware
$13.2M -$152K -6,582 -1%
EWA
63
Exencial Wealth Advisors
Oklahoma
$12.5M +$846K +36,657 +7%
AMG
64
Asset Management Group
Connecticut
$12.5M -$168K -7,266 -1%
FFN
65
Focus Financial Network
Minnesota
$11.9M +$82.4K +3,573 +0.6%
PIMG
66
Patriot Investment Management Group
Tennessee
$11.6M +$103K +4,464 +0.8%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$11.5M -$7.61M -329,910 -37%
LIM
68
Leavell Investment Management
Alabama
$11.5M -$405K -17,562 -3%
CFMC
69
Curbstone Financial Management Corp
New Hampshire
$11.4M -$55.4K -2,400 -0.4%
IA
70
IFP Advisors
Florida
$11.3M
AAIM
71
Asset Advisors Investment Management
Georgia
$11.3M -$367K -15,885 -3%
SFG
72
Sage Financial Group
Pennsylvania
$11.3M +$1.24M +53,607 +11%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$11.2M +$46.6K +2,019 +0.4%
LFS
74
Lutz Financial Services
Nebraska
$11.2M +$1.26M +54,798 +11%
VNA
75
Valley National Advisers
Pennsylvania
$11.1M +$450K +19,491 +4%