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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
76
Sage Financial Group
Pennsylvania
$8.98M +$169K +9,144 +2%
IA
77
IFP Advisors
Florida
$8.93M +$4.72K +255 +0.1%
MAM
78
Marquette Asset Management
Minnesota
$8.9M -$2.99M -161,532 -25%
PEA
79
Pacific Edge Advisors
California
$8.8M -$849K -45,840 -9%
NSAM
80
North Star Asset Management
Wisconsin
$8.73M +$485K +26,175 +6%
RJA
81
Raymond James & Associates
Florida
$8.63M +$305K +16,461 +4%
AMG
82
Asset Management Group
Connecticut
$8.61M -$205K -11,076 -2%
NCM
83
Northwest Capital Management
Oregon
$8.54M -$186K -10,038 -2%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$8.48M -$6.98M -376,590 -45%
Truist Financial
85
Truist Financial
North Carolina
$8.45M +$332K +17,907 +4%
AWMG
86
Alliance Wealth Management Group
New Jersey
$8.29M -$589K -31,776 -7%
TCM
87
Towercrest Capital Management
Pennsylvania
$8.29M -$589K -31,776 -7%
AAIM
88
Asset Advisors Investment Management
Georgia
$8.1M -$982K -52,995 -11%
LF
89
Lee Financial
Texas
$8.03M -$1.8M -97,116 -18%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$7.79M +$1.86M +100,197 +31%
DC
91
Davenport & Co
Virginia
$7.61M +$69.5K +3,753 +0.9%
PFM
92
Peak Financial Management
Massachusetts
$7.54M +$24.4K +1,317 +0.3%
IAS
93
IMA Advisory Services
Colorado
$7.48M -$158K -8,538 -2%
LIM
94
Lathrop Investment Management
Arkansas
$7.46M -$113K -6,096 -1%
EWA
95
Exencial Wealth Advisors
Oklahoma
$7.3M -$96.5K -5,208 -1%
MWP
96
Meridian Wealth Partners
Pennsylvania
$7.14M -$195K -10,509 -3%
VNA
97
Valley National Advisers
Pennsylvania
$7.11M -$538K -29,052 -7%
Jones Financial Companies
98
Jones Financial Companies
Missouri
$6.92M +$102K +5,532 +2%
FWP
99
FAS Wealth Partners
Kansas
$6.91M +$706K +38,130 +11%
KF
100
Krilogy Financial
Missouri
$6.82M +$174K +9,405 +3%