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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
76
Summit Wealth & Retirement Planning
California
$9.19M -$46.4K -2,481 -0.5%
MAM
77
Marquette Asset Management
Minnesota
$9.15M -$158K -8,442 -2%
AAIM
78
Asset Advisors Investment Management
Georgia
$9.07M +$1.12M +59,868 +14%
CFMC
79
Curbstone Financial Management Corp
New Hampshire
$8.94M +$157K +8,400 +2%
MFGP
80
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.88M +$1.38M +74,004 +19%
BSB
81
Bangor Savings Bank
Maine
$8.33M +$390K +20,853 +5%
BA
82
Bristlecone Advisors
Washington
$8.28M +$152K +8,109 +2%
EGWAG
83
Elwood & Goetz Wealth Advisory Group
Georgia
$8.27M +$374K +19,968 +5%
LIM
84
Lathrop Investment Management
Arkansas
$7.93M -$2.36K -126 -0%
AA
85
Advisory Alpha
Michigan
$7.92M +$209K +11,190 +3%
MCIA
86
Mountain Capital Investment Advisors
Colorado
$7.8M +$694K +37,110 +10%
NCM
87
Northwest Capital Management
Oregon
$7.76M -$24.8K -1,326 -0.3%
WMG
88
WESCAP Management Group
California
$7.6M +$116K +6,201 +2%
MWM
89
MinichMacGregor Wealth Management
New York
$7.56M +$567K +30,300 +8%
RRC
90
Relaxing Retirement Coach
Massachusetts
$7.51M -$176K -9,408 -2%
AMG
91
Asset Management Group
Connecticut
$7.49M +$114K +6,099 +2%
AWMG
92
Alliance Wealth Management Group
New Jersey
$7.32M +$111K +5,916 +2%
PEA
93
Pacific Edge Advisors
California
$7.32M -$129K -6,870 -2%
TCM
94
Towercrest Capital Management
Pennsylvania
$7.32M +$111K +5,916 +2%
LCM
95
Leisure Capital Management
California
$7.27M -$159K -8,496 -2%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$7.25M +$7.12M +380,781 New
ECM
97
Exchange Capital Management
Michigan
$7.1M +$83.3K +4,452 +1%
TCM
98
Tradewinds Capital Management
Washington
$7.05M +$293K +15,642 +4%
PFM
99
Peak Financial Management
Massachusetts
$6.89M +$277K +14,826 +4%
JIC
100
Johnson Investment Counsel
Ohio
$6.89M -$25.4K -1,359 -0.4%