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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
76
Asset Advisors Investment Management
Georgia
$7.55M +$44.6K +2,433 +0.5%
TSWM
77
Triangle Securities Wealth Management
North Carolina
$7.3M -$1.03M -56,055 -10%
PIMG
78
Patriot Investment Management Group
Tennessee
$7.27M +$814K +44,460 +9%
WTC
79
WhitTier Trust Company
Nevada
$7.16M -$1.3M -70,821 -12%
VNA
80
Valley National Advisers
Pennsylvania
$7.01M -$426K -23,283 -4%
SFG
81
Sage Financial Group
Pennsylvania
$6.88M -$1.66M -90,789 -16%
MFGP
82
Marshall Financial Group (Pennsylvania)
Pennsylvania
$6.87M -$1.48M -80,874 -14%
RJA
83
Raymond James & Associates
Florida
$6.78M -$14.7M -800,703 -62%
CFMC
84
Curbstone Financial Management Corp
New Hampshire
$6.68M -$295K -16,110 -3%
AMG
85
Asset Management Group
Connecticut
$6.67M +$242K +13,242 +3%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$6.58M -$1.99M -108,438 -18%
NCM
87
Northwest Capital Management
Oregon
$6.4M +$423K +23,082 +5%
Goldman Sachs
88
Goldman Sachs
New York
$6.32M +$5.46M +297,978 +196%
SJIM
89
St. Johns Investment Management
Florida
$6.09M -$1.71M -93,162 -18%
SWRP
90
Summit Wealth & Retirement Planning
California
$6.04M -$1.31M -71,619 -14%
APW
91
Aurora Private Wealth
New Jersey
$6.01M +$2.94M +160,341 +60%
MWP
92
Meridian Wealth Partners
Pennsylvania
$5.87M +$121K +6,591 +2%
LIM
93
Lathrop Investment Management
Arkansas
$5.81M -$144K -7,845 -2%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$5.79M +$7.54M +411,948 New
PFM
95
Peak Financial Management
Massachusetts
$5.75M +$731K +39,942 +11%
NSAM
96
North Star Asset Management
Wisconsin
$5.71M +$1.71M +93,114 +30%
CCA
97
Clearwater Capital Advisors
Illinois
$5.7M +$508K +27,768 +7%
BCA
98
Biltmore Capital Advisors
New Jersey
$5.62M +$594K +32,448 +9%
DC
99
Davenport & Co
Virginia
$5.45M +$1.02M +55,833 +17%
AWMG
100
Alliance Wealth Management Group
New Jersey
$5.36M -$407K -22,200 -5%