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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
51
Corient Private Wealth
Florida
$18M -$279K -10,562 -2%
SIC
52
Salem Investment Counselors
North Carolina
$17.6M -$1.03M -38,951 -6%
EL
53
Essex LLC
Illinois
$17.6M +$1.27M +48,035 +8%
PMFA
54
Plante Moran Financial Advisors
Michigan
$17.6M +$12.3M +465,582 +290%
BSB
55
Bangor Savings Bank
Maine
$17.5M -$132K -4,996 -0.8%
MFGP
56
Marshall Financial Group (Pennsylvania)
Pennsylvania
$17.5M -$169K -6,414 -1%
BFG
57
Bleakley Financial Group
New Jersey
$17.4M +$2.63M +99,855 +19%
JIC
58
Johnson Investment Counsel
Ohio
$17.1M +$445K +16,868 +3%
Focus Partners Wealth
59
Focus Partners Wealth
Massachusetts
$17.1M -$795K -30,121 -5%
SFA
60
Seneca Financial Advisors
New York
$16.7M +$3.56M +134,837 +29%
JP Morgan Chase
61
JP Morgan Chase
New York
$15.9M +$340K +12,904 +2%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$15.7M +$1.98M +75,112 +15%
FWP
63
FAS Wealth Partners
Kansas
$15.7M +$359K +13,613 +2%
FNC
64
First National Corp
Massachusetts
$15.6M +$631K +23,927 +5%
AMG
65
Asset Management Group
Connecticut
$15.2M -$336K -12,732 -2%
RCM
66
Richardson Capital Management
Wisconsin
$15.2M +$1.28M +48,528 +10%
MCM
67
MAI Capital Management
Ohio
$15M -$4.09M -155,096 -23%
SFP
68
Sherwood Financial Partners
California
$14.6M +$264K +10,011 +2%
TSWM
69
Triangle Securities Wealth Management
North Carolina
$14.5M +$177K +6,727 +1%
PSP
70
Pacific Sage Partners
Washington
$14.4M +$1.4M +53,102 +12%
Wells Fargo
71
Wells Fargo
California
$14.3M +$560K +21,245 +4%
Goldman Sachs
72
Goldman Sachs
New York
$14.1M +$504K +19,109 +4%
HWA
73
HHM Wealth Advisors
Tennessee
$14M -$166K -6,299 -1%
PAI
74
Pittenger & Anderson Inc
Nebraska
$14M -$7.36K -279 -0.1%
BEI
75
Benjamin Edwards Inc
Missouri
$14M +$585K +22,178 +5%