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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NOI
51
Newton One Investments
Delaware
$17.1M +$653K +28,491 +4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$17M -$178K -7,755 -1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$16.8M -$426K -18,597 -3%
TPI
54
Trust Point Inc
Wisconsin
$16.6M +$15.2M +661,551 New
BSB
55
Bangor Savings Bank
Maine
$16.5M +$29.1K +1,272 +0.2%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$16.3M +$255K +11,148 +2%
RCM
57
Richardson Capital Management
Wisconsin
$16M +$10.1K +441 New
NFG
58
Northeast Financial Group
Pennsylvania
$15.7M +$1.61M +70,143 +13%
MFGP
59
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.6M +$94K +4,101 +0.7%
MI
60
Moneywise Inc
Virginia
$15.5M -$2.25M -98,112 -14%
DP
61
Denver PWM
Colorado
$15.4M +$2.58M +112,626 +22%
LFS
62
Lutz Financial Services
Nebraska
$15.3M +$1.43M +62,238 +11%
JP Morgan Chase
63
JP Morgan Chase
New York
$14.9M +$12M +523,119 +755%
BFG
64
Bleakley Financial Group
New Jersey
$14.8M +$652K +28,437 +5%
SS
65
Simplicity Solutions
Minnesota
$14.8M +$655K +28,599 +5%
AMG
66
Asset Management Group
Connecticut
$14.6M -$98.6K -4,305 -0.7%
Wells Fargo
67
Wells Fargo
California
$14.2M -$3.75M -163,797 -22%
AAIM
68
Asset Advisors Investment Management
Georgia
$14M -$327K -14,277 -2%
SC
69
Savant Capital
Illinois
$13.9M -$862K -37,611 -6%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$13.8M -$22K -960 -0.2%
FWP
71
FAS Wealth Partners
Kansas
$13.4M +$82.8K +3,615 +0.7%
RJA
72
Raymond James & Associates
Florida
$13.3M -$4.17M -181,836 -26%
FFN
73
Focus Financial Network
Minnesota
$12.9M -$1.76M -76,677 -13%
FNC
74
First National Corp
Massachusetts
$12.8M -$214K -9,324 -2%
BAM
75
Berkshire Asset Management
Pennsylvania
$12.7M +$1.61M +70,281 +16%