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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AL
76
Aspiriant LLC
California
$5.53M +$4.86M +270,822 +635%
PFM
77
Parsec Financial Management
North Carolina
$5.38M +$1.38M +76,926 +34%
BSB
78
Bangor Savings Bank
Maine
$5.07M +$730K +40,629 +16%
AWM
79
Avior Wealth Management
Nebraska
$4.97M -$156K -8,697 -3%
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$4.96M +$248K +13,824 +5%
ECM
81
Exchange Capital Management
Michigan
$4.76M -$2.39M -133,059 -33%
CMP
82
Courage Miller Partners
Virginia
$4.66M +$246K +13,701 +5%
Bank of America
83
Bank of America
North Carolina
$4.55M +$25.9K +1,440 +0.6%
MAS
84
Madden Advisory Services
Florida
$4.45M +$30.3K +1,686 +0.7%
FLPIM
85
F.L. Putnam Investment Management
Massachusetts
$4.29M +$2.33M +129,768 +114%
AG
86
Advisor Group
Arizona
$4.27M +$2.52M +140,448 +138%
TYCC
87
Texas Yale Capital Corp
Florida
$4.18M +$22.8K +1,272 +0.5%
PAI
88
Pittenger & Anderson Inc
Nebraska
$4.13M +$778K +43,314 +23%
CFA
89
Cahill Financial Advisors
Minnesota
$4.05M +$214K +11,919 +5%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$3.99M +$66.9K +3,726 +2%
KF
91
Krilogy Financial
Missouri
$3.97M -$5.12K -285 -0.1%
QAM
92
QCI Asset Management
New York
$3.92M +$599K +33,360 +18%
SBA
93
Secrest Blakey & Associates
North Carolina
$3.91M +$411K +22,905 +12%
MA
94
MCF Advisors
Kentucky
$3.91M +$407K +22,638 +11%
FCAG
95
First Capital Advisors Group
New Jersey
$3.56M +$658K +36,642 +22%
FI
96
FormulaFolio Investments
Michigan
$3.5M +$573K +31,875 +19%
OCM
97
One Capital Management
California
$3.39M -$3.66K -204 -0.1%
PAG
98
Pinnacle Advisory Group
Maryland
$3.07M +$200K +11,148 +7%
IA
99
IFP Advisors
Florida
$2.99M
AFG
100
Albion Financial Group
Utah
$2.98M -$113K -6,273 -4%