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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Campbell Wealth Management
Virginia
$16M +$57.6K +2,628 +0.4%
Wells Fargo
52
Wells Fargo
California
$15.8M -$4.23M -193,218 -21%
FC
53
Financial Consulate
Maryland
$15.3M -$651K -29,691 -4%
BSB
54
Bangor Savings Bank
Maine
$15.2M -$435K -19,863 -3%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$14.7M +$8.04M +366,777 +120%
DP
56
Denver PWM
Colorado
$14.6M -$256K -11,691 -2%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.3M +$533K +24,333 +4%
EWA
58
Exencial Wealth Advisors
Oklahoma
$14.3M +$484K +22,104 +4%
NOI
59
Newton One Investments
Delaware
$14M +$91.5K +4,173 +0.7%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$13.6M +$1.05M +47,910 +8%
PIMG
61
Patriot Investment Management Group
Tennessee
$13.2M -$294K -13,437 -2%
AMG
62
Asset Management Group
Connecticut
$13.1M +$53.1K +2,424 +0.4%
IA
63
IFP Advisors
Florida
$13.1M +$831K +37,899 +6%
AAIM
64
Asset Advisors Investment Management
Georgia
$13M -$293K -13,377 -2%
MIA
65
Milestone Investment Advisors
Wisconsin
$12.8M +$12.9M +587,424 New
JMPWA
66
JP Morgan Private Wealth Advisors
California
$12.7M +$2.23M +101,760 +21%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$12.7M +$800K +36,504 +7%
FFN
68
Focus Financial Network
Minnesota
$12.6M -$148K -6,747 -1%
SFG
69
Sage Financial Group
Pennsylvania
$12.3M +$39K +1,779 +0.3%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$11.9M +$141K +6,420 +1%
LIM
71
Leavell Investment Management
Alabama
$11.8M -$34.8K -1,587 -0.3%
Bank of America
72
Bank of America
North Carolina
$11.7M +$426K +19,443 +4%
BFG
73
Berger Financial Group
Minnesota
$11.6M +$116K +5,310 +1%
FWP
74
FAS Wealth Partners
Kansas
$11.6M +$52.8K +2,409 +0.5%
HG
75
Harbor Group
New Hampshire
$11.6M -$61.7K -2,814 -0.5%