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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NOI
76
Newton One Investments
Delaware
$14.8M +$88.1K +3,411 +0.6%
AMG
77
Asset Management Group
Connecticut
$14.6M +$1.61M +62,274 +12%
MFGP
78
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.5M +$142K +5,514 +1%
AAIM
79
Asset Advisors Investment Management
Georgia
$14.5M +$556K +21,516 +4%
AllianceBernstein
80
AllianceBernstein
Tennessee
$14.3M +$3.94M +152,694 +39%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$13.8M +$142K +5,490 +1%
PIMG
82
Patriot Investment Management Group
Tennessee
$13.6M -$44.8K -1,734 -0.3%
FWP
83
FAS Wealth Partners
Kansas
$13.6M +$465K +17,988 +4%
Truist Financial
84
Truist Financial
North Carolina
$13.6M +$572K +22,158 +4%
CCFM
85
Clear Creek Financial Management
Washington
$13.2M +$10.7M +414,843 +447%
Goldman Sachs
86
Goldman Sachs
New York
$13.1M +$969K +37,509 +8%
LFS
87
Lutz Financial Services
Nebraska
$13M -$169K -6,558 -1%
ODCM
88
Old Dominion Capital Management
Virginia
$13M -$2.79K -108 -0%
HNW
89
High Note Wealth
Minnesota
$12.9M -$108K -4,164 -0.8%
TSWM
90
Triangle Securities Wealth Management
North Carolina
$12.6M -$20K -774 -0.2%
SFG
91
Sage Financial Group
Pennsylvania
$12.6M -$99.8K -3,864 -0.8%
IA
92
IFP Advisors
Florida
$12.6M +$525K +20,307 +4%
JMPWA
93
JP Morgan Private Wealth Advisors
California
$11.9M +$639K +24,744 +6%
PEA
94
Pacific Edge Advisors
California
$11.6M -$846K -32,760 -7%
EWA
95
Exencial Wealth Advisors
Oklahoma
$11.5M +$716K +27,705 +7%
NCM
96
Northwest Capital Management
Oregon
$11.5M -$254K -9,846 -2%
VNA
97
Valley National Advisers
Pennsylvania
$11.3M +$743K +28,761 +7%
NCMW
98
Northern Capital Management (Washington)
Washington
$11M -$817K -31,641 -7%
RCA
99
Reitz Capital Advisors
Michigan
$10.8M +$178K +6,876 +2%
AWMG
100
Alliance Wealth Management Group
New Jersey
$10.7M -$336K -13,011 -3%