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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTC
76
WhitTier Trust Company
Nevada
$11.6M +$98K +5,061 +0.9%
TSWM
77
Triangle Securities Wealth Management
North Carolina
$11.5M +$332K +17,124 +3%
MFGP
78
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.4M +$1.27M +65,643 +13%
CCFM
79
Clear Creek Financial Management
Washington
$11M +$10.5M +543,948 New
ODCM
80
Old Dominion Capital Management
Virginia
$10.9M -$367K -18,954 -3%
Bank of America
81
Bank of America
North Carolina
$10.9M +$325K +16,764 +3%
AAIM
82
Asset Advisors Investment Management
Georgia
$10.9M +$340K +17,577 +3%
SJIM
83
St. Johns Investment Management
Florida
$10.6M +$2.15K +111 +0%
VNA
84
Valley National Advisers
Pennsylvania
$10.5M -$9.12K -471 -0.1%
EGWAG
85
Elwood & Goetz Wealth Advisory Group
Georgia
$10.3M +$614K +31,701 +7%
BSB
86
Bangor Savings Bank
Maine
$10.1M +$536K +27,696 +6%
SWRP
87
Summit Wealth & Retirement Planning
California
$10.1M +$133K +6,879 +1%
PEA
88
Pacific Edge Advisors
California
$10M +$2.04M +105,540 +27%
CFMC
89
Curbstone Financial Management Corp
New Hampshire
$9.85M +$333K +17,190 +4%
AA
90
Advisory Alpha
Michigan
$9.55M +$343K +17,724 +4%
PIMG
91
Patriot Investment Management Group
Tennessee
$9.48M -$190K -9,834 -2%
AMG
92
Asset Management Group
Connecticut
$9.24M +$253K +13,062 +3%
SHJ
93
Sharkey, Howes & Javer
Colorado
$8.98M -$560K -28,923 -6%
BSAM
94
Blue Square Asset Management
New York
$8.68M +$2.26M +116,484 +37%
NCM
95
Northwest Capital Management
Oregon
$8.66M +$536K +27,669 +7%
LIM
96
Lathrop Investment Management
Arkansas
$8.44M +$172K +8,880 +2%
PAG
97
Private Advisor Group
New Jersey
$8.35M +$1.27M +65,730 +19%
MWP
98
Meridian Wealth Partners
Pennsylvania
$8.25M +$7.96M +411,261 New
AWMG
99
Alliance Wealth Management Group
New Jersey
$8.1M +$302K +15,582 +4%
TCM
100
Towercrest Capital Management
Pennsylvania
$8.1M +$302K +15,582 +4%