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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$17.9M +$16.7M +638,628 +1,246%
TPI
52
Trust Point Inc
Wisconsin
$17.1M +$265K +10,113 +2%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$16.9M -$1.11M -42,579 -6%
Commonwealth Equity Services
54
Commonwealth Equity Services
Massachusetts
$16.7M -$224K -8,577 -1%
SW
55
Simplicity Wealth
New Jersey
$16.6M +$644K +24,606 +4%
MFGP
56
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.4M +$248K +9,489 +2%
BSB
57
Bangor Savings Bank
Maine
$16.4M -$129K -4,929 -0.8%
BFG
58
Bleakley Financial Group
New Jersey
$16.3M +$682K +26,079 +4%
CPIG
59
Chicago Partners Investment Group
Illinois
$15.6M +$1.09M +41,745 +8%
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$15.6M -$25.9K -990 -0.2%
BAM
61
Berkshire Asset Management
Pennsylvania
$15.6M +$870K +33,270 +6%
JP Morgan Chase
62
JP Morgan Chase
New York
$15.5M -$204K -7,797 -1%
PMG
63
ProVise Management Group
Florida
$15.5M -$2.84M -108,570 -15%
DP
64
Denver PWM
Colorado
$15.5M -$903K -34,494 -5%
AMG
65
Asset Management Group
Connecticut
$14.8M -$176K -6,720 -1%
LFS
66
Lutz Financial Services
Nebraska
$14.8M -$966K -36,924 -6%
Corient Private Wealth
67
Corient Private Wealth
Florida
$14.6M -$3.47M -132,537 -19%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$14.3M +$25.9K +990 +0.2%
FWP
69
FAS Wealth Partners
Kansas
$14.2M +$225K +8,610 +2%
FFN
70
Focus Financial Network
Minnesota
$14.1M -$16.6K -636 -0.1%
JIC
71
Johnson Investment Counsel
Ohio
$13.9M +$804K +30,726 +6%
HWA
72
HHM Wealth Advisors
Tennessee
$13.9M -$1.85M -70,842 -12%
HSA
73
HBK Sorce Advisory
Pennsylvania
$13.8M -$3.19M -121,893 -19%
SC
74
Savant Capital
Illinois
$13.7M -$395K -15,087 -3%
EL
75
Essex LLC
Illinois
$13.7M +$448K +17,109 +3%