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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
51
Berkshire Asset Management
Pennsylvania
$17.3M +$877K +31,474 +5%
Corient Private Wealth
52
Corient Private Wealth
Florida
$17.1M -$325K -11,670 -2%
CAG
53
Compass Advisory Group
New York
$17.1M +$1M +35,919 +6%
Focus Partners Wealth
54
Focus Partners Wealth
Massachusetts
$16.8M +$9.58K +344 +0.1%
MF
55
Manchester Financial
California
$16.6M -$5.18M -186,096 -23%
BSB
56
Bangor Savings Bank
Maine
$16.5M +$212K +7,614 +1%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.5M -$321K -11,543 -2%
NFW
58
Noble Family Wealth
Florida
$16.3M -$1.35M -48,439 -7%
DP
59
Denver PWM
Colorado
$16.3M +$1.43M +51,455 +9%
JIC
60
Johnson Investment Counsel
Ohio
$15.6M +$873K +31,359 +6%
EL
61
Essex LLC
Illinois
$15.2M -$72.3K -2,595 -0.4%
AMG
62
Asset Management Group
Connecticut
$14.6M -$116K -4,170 -0.7%
JP Morgan Chase
63
JP Morgan Chase
New York
$14.5M +$543K +19,492 +4%
LFS
64
Lutz Financial Services
Nebraska
$14.3M -$518K -18,583 -3%
FWP
65
FAS Wealth Partners
Kansas
$14.3M +$338K +12,154 +2%
FNC
66
First National Corp
Massachusetts
$13.9M +$599K +21,501 +4%
BFG
67
Bleakley Financial Group
New Jersey
$13.7M +$88.4K +3,174 +0.6%
CFMC
68
Curbstone Financial Management Corp
New Hampshire
$13.6M -$120K -4,300 -0.8%
TSWM
69
Triangle Securities Wealth Management
North Carolina
$13.4M +$165K +5,908 +1%
SFP
70
Sherwood Financial Partners
California
$13.4M +$235K +8,454 +2%
HWA
71
HHM Wealth Advisors
Tennessee
$13.3M -$290K -10,419 -2%
PAI
72
Pittenger & Anderson Inc
Nebraska
$13.1M +$153K +5,480 +1%
SC
73
Savant Capital
Illinois
$13M -$290K -10,403 -2%
RCM
74
Richardson Capital Management
Wisconsin
$12.9M +$233K +8,371 +2%
TLP
75
Trinity Legacy Partners
Texas
$12.9M +$534K +19,165 +4%