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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IDA
76
Intelligence Driven Advisers
California
$6.12M +$6.69M +382,950 New
EGWAG
77
Elwood & Goetz Wealth Advisory Group
Georgia
$6.1M +$6.67M +381,945 New
AMG
78
Asset Management Group
Connecticut
$6.04M +$331K +18,930 +5%
LCM
79
Leisure Capital Management
California
$6.04M -$80.9K -4,629 -1%
LIM
80
Lathrop Investment Management
Arkansas
$6.02M -$137K -7,833 -2%
LFAS
81
Level Four Advisory Services
Texas
$5.98M -$1.39M -79,350 -17%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$5.96M +$986K +56,433 +18%
WMG
83
WESCAP Management Group
California
$5.86M +$947K +54,183 +17%
TCM
84
Tradewinds Capital Management
Washington
$5.83M +$20.8K +1,188 +0.3%
MA
85
MCF Advisors
Kentucky
$5.76M +$2.5M +142,929 +66%
UWM
86
USAdvisors Wealth Management
Minnesota
$5.61M -$254K -14,556 -4%
RWA
87
Redhawk Wealth Advisors
Minnesota
$5.53M +$64.4K +3,684 +1%
ECM
88
Exchange Capital Management
Michigan
$5.51M +$342K +19,551 +6%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$5.5M +$3.88M +221,796 +181%
EVM
90
Eaton Vance Management
Massachusetts
$5.46M -$74.7K -4,275 -1%
AWMG
91
Alliance Wealth Management Group
New Jersey
$5.42M -$52.7K -3,015 -0.9%
TCM
92
Towercrest Capital Management
Pennsylvania
$5.42M -$52.7K -3,015 -0.9%
FLPIM
93
F.L. Putnam Investment Management
Massachusetts
$5.27M -$764K -43,743 -12%
RCA
94
Reitz Capital Advisors
Michigan
$5.09M +$5.56M +318,285 New
JIC
95
Johnson Investment Counsel
Ohio
$5.04M +$3.09M +176,724 +126%
BDF
96
Black Diamond Financial
Maryland
$4.99M +$5.69M +325,530 New
PA
97
Planning Alternatives
Michigan
$4.95M -$1.61M -92,364 -23%
CFIA
98
Cantor Fitzgerald Investment Advisors
New York
$4.93M +$4.19M +239,982 +351%
PAI
99
Pittenger & Anderson Inc
Nebraska
$4.85M +$757K +43,305 +17%
MFGP
100
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.8M +$5.25M +300,732 New