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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$18.9M +$674K +26,424 +4%
Corient Private Wealth
52
Corient Private Wealth
Florida
$18.8M +$23.7K +930 +0.1%
NOI
53
Newton One Investments
Delaware
$18.8M +$317K +12,441 +2%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$18.6M +$886K +34,734 +5%
HSA
55
HBK Sorce Advisory
Pennsylvania
$17.7M -$4.5M -176,244 -21%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$17.7M -$646K -25,344 -4%
TPI
57
Trust Point Inc
Wisconsin
$17.6M -$337K -13,212 -2%
TCM
58
Tradewinds Capital Management
Washington
$17.3M +$16.3M +638,715 New
BSB
59
Bangor Savings Bank
Maine
$17.3M -$462K -18,114 -3%
MFGP
60
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M +$27.1K +1,062 +0.2%
DP
61
Denver PWM
Colorado
$16.8M +$51.2K +2,007 +0.3%
SW
62
Simplicity Wealth
New Jersey
$16.7M +$15.4M +602,466 +4,468%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$16.5M +$14.5M +567,321 +1,352%
LFS
64
Lutz Financial Services
Nebraska
$16.5M -$94K -3,684 -0.6%
JP Morgan Chase
65
JP Morgan Chase
New York
$16.5M +$357K +13,977 +2%
HWA
66
HHM Wealth Advisors
Tennessee
$16.4M -$27M -1,056,609 -64%
BFG
67
Bleakley Financial Group
New Jersey
$16.4M +$302K +11,823 +2%
AMG
68
Asset Management Group
Connecticut
$15.7M -$127K -4,986 -0.9%
BAM
69
Berkshire Asset Management
Pennsylvania
$15.4M +$1.55M +60,606 +12%
AAIM
70
Asset Advisors Investment Management
Georgia
$15.2M +$14.8K +582 +0.1%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$15M +$53.6K +2,100 +0.4%
SC
72
Savant Capital
Illinois
$14.8M -$239K -9,351 -2%
FWP
73
FAS Wealth Partners
Kansas
$14.7M +$151K +5,913 +1%
Wells Fargo
74
Wells Fargo
California
$14.5M -$765K -30,006 -5%
RJA
75
Raymond James & Associates
Florida
$14.4M +$15.5K +609 +0.1%