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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPN
51
Financial Planning Navigators
Minnesota
$23.1M +$175K +5,497 +0.7%
BAM
52
Berkshire Asset Management
Pennsylvania
$22.1M +$1.06M +33,218 +5%
MWM
53
Modera Wealth Management
New Jersey
$21.6M -$1M -31,518 -4%
RWM
54
RKL Wealth Management
Pennsylvania
$21.5M -$2.08M -65,446 -9%
CAG
55
Compass Advisory Group
New York
$21.3M -$736K -23,121 -3%
LFS
56
Lutz Financial Services
Nebraska
$21M +$257K +8,061 +1%
NFW
57
Noble Family Wealth
Florida
$20.8M -$248K -7,785 -1%
EL
58
Essex LLC
Illinois
$20.6M +$301K +9,453 +1%
Osaic Holdings
59
Osaic Holdings
Arizona
$20.6M +$923K +29,004 +5%
JIC
60
Johnson Investment Counsel
Ohio
$20.3M -$1.23M -38,646 -6%
SIC
61
Salem Investment Counselors
North Carolina
$20M +$346K +10,864 +2%
BFG
62
Bleakley Financial Group
New Jersey
$19.9M -$265K -8,322 -1%
FWP
63
FAS Wealth Partners
Kansas
$19.4M +$727K +22,838 +4%
BlackRock
64
BlackRock
New York
$18.9M +$5.85M +183,690 +43%
PMFA
65
Plante Moran Financial Advisors
Michigan
$18.7M -$756K -23,730 -4%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$18.6M +$19.1M +600,030 New
MCM
67
MAI Capital Management
Ohio
$18.3M +$1.4M +43,876 +8%
DP
68
Denver PWM
Colorado
$17.7M -$4.51M -141,800 -22%
OIA
69
OneDigital Investment Advisors
Kansas
$17.7M -$4.4M -138,301 -20%
BSB
70
Bangor Savings Bank
Maine
$17.3M -$2.14M -67,128 -11%
TSWM
71
Triangle Securities Wealth Management
North Carolina
$16.5M +$484K +15,208 +3%
Goldman Sachs
72
Goldman Sachs
New York
$16.3M +$464K +14,587 +3%
TLP
73
Trinity Legacy Partners
Texas
$16.3M +$275K +8,641 +2%
CFMC
74
Curbstone Financial Management Corp
New Hampshire
$16M +$553K +17,370 +3%
AMG
75
Asset Management Group
Connecticut
$15.7M -$570K -17,909 -3%