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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Campbell Wealth Management
Virginia
$14.8M +$992K +44,472 +6%
FC
52
Financial Consulate
Maryland
$14.7M +$279K +12,489 +2%
BSB
53
Bangor Savings Bank
Maine
$14.4M +$422K +18,918 +3%
BWM
54
BerganKDV Wealth Management
Minnesota
$14.3M +$330K +14,802 +2%
DP
55
Denver PWM
Colorado
$14.1M -$103K -4,608 -0.7%
SFA
56
Seneca Financial Advisors
New York
$13.7M -$92.9K -4,164 -0.6%
Osaic Holdings
57
Osaic Holdings
Arizona
$13.3M -$5.9M -264,483 -29%
NOI
58
Newton One Investments
Delaware
$12.8M +$37.6K +1,686 +0.3%
EWA
59
Exencial Wealth Advisors
Oklahoma
$12.7M +$738K +33,072 +6%
MFGP
60
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.7M -$160K -7,182 -1%
IA
61
IFP Advisors
Florida
$12.4M +$1.27M +57,075 +9%
AAIM
62
Asset Advisors Investment Management
Georgia
$12.2M +$1.5M +67,251 +12%
AMG
63
Asset Management Group
Connecticut
$12.1M +$12.2K +546 +0.1%
FFN
64
Focus Financial Network
Minnesota
$11.8M +$258K +11,577 +2%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$11.6M +$530K +23,766 +4%
PIMG
66
Patriot Investment Management Group
Tennessee
$11.5M +$350K +15,687 +3%
SFG
67
Sage Financial Group
Pennsylvania
$11.3M +$450K +20,172 +4%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$11M +$209K +9,363 +2%
LIM
69
Leavell Investment Management
Alabama
$10.9M -$147K -6,609 -1%
LFS
70
Lutz Financial Services
Nebraska
$10.9M +$78.5K +3,519 +0.7%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$10.8M -$173K -7,770 -1%
HG
72
Harbor Group
New Hampshire
$10.7M +$78.8K +3,531 +0.7%
FWP
73
FAS Wealth Partners
Kansas
$10.7M +$294K +13,164 +3%
BFG
74
Berger Financial Group
Minnesota
$10.6M +$670K +30,015 +6%
Bank of America
75
Bank of America
North Carolina
$10.4M +$303K +13,593 +3%