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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
76
Krilogy Financial
Missouri
$3.12M – – –
BA
77
Bristlecone Advisors
Washington
$3.12M +$380K +24,369 +14%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$1.3M +83,373 +74%
CFA
79
Cahill Financial Advisors
Minnesota
$3.04M +$3.83K +246 +0.1%
CFMC
80
Curbstone Financial Management Corp
New Hampshire
$3.02M +$47K +3,015 +2%
AFG
81
Albion Financial Group
Utah
$2.87M -$145K -9,276 -5%
HIC
82
Hartline Investment Corp
Illinois
$2.84M +$993K +63,705 +55%
MCM
83
Mitchell Capital Management
Kansas
$2.78M -$1.57M -100,596 -36%
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$2.78M +$149K +9,570 +6%
Fiera Capital (Canada)
85
Fiera Capital (Canada)
Quebec, Canada
$2.66M +$741K +47,574 +39%
CCM
86
Condor Capital Management
New Jersey
$2.49M -$72.7K -4,665 -3%
NP
87
NorthRock Partners
Minnesota
$2.42M -$2.71M -174,108 -53%
Bank of America
88
Bank of America
North Carolina
$2.41M +$883K +56,661 +59%
PAI
89
Pittenger & Anderson Inc
Nebraska
$2.41M +$1.01M +64,701 +74%
AMM
90
American Money Management
California
$2.39M +$2.36M +151,590 New
Goldman Sachs
91
Goldman Sachs
New York
$2.37M – – –
FWP
92
FAS Wealth Partners
Kansas
$2.24M +$703K +45,105 +47%
MWAC
93
Mariner Wealth Advisors (Cincinnati)
Ohio
$2.05M -$16.8K -1,080 -0.8%
IA
94
IFP Advisors
Florida
$2.04M +$295K +18,942 +17%
PAG
95
Pinnacle Advisory Group
Maryland
$2.03M +$939K +60,252 +88%
AIP
96
Almanack Investment Partners
Pennsylvania
$2.01M +$1.99M +127,626 New
RWA
97
River Wealth Advisors
Pennsylvania
$1.91M +$382K +24,483 +25%
Jane Street
98
Jane Street
New York
$1.9M -$2.46M -157,626 -57%
GC
99
Grimes & Company
Massachusetts
$1.9M +$13.9K +891 +0.7%
SWM
100
Stockman Wealth Management
Montana
$1.89M +$72.5K +4,653 +4%