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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HG
76
Harbor Group
New Hampshire
$14.5M -$584K -22,353 -4%
MFGP
77
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.4M +$204K +7,800 +1%
AAIM
78
Asset Advisors Investment Management
Georgia
$14.2M +$30.6K +1,170 +0.2%
OFG
79
Omega Financial Group
California
$14M -$1.23M -46,983 -8%
FWP
80
FAS Wealth Partners
Kansas
$13.6M +$341K +13,065 +3%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$13.6M +$61.3K +2,346 +0.4%
LFS
82
Lutz Financial Services
Nebraska
$13.5M +$769K +29,418 +6%
Truist Financial
83
Truist Financial
North Carolina
$13.4M +$97K +3,714 +0.7%
PIMG
84
Patriot Investment Management Group
Tennessee
$13.2M -$152K -5,805 -1%
IA
85
IFP Advisors
Florida
$13M +$618K +23,655 +5%
HNW
86
High Note Wealth
Minnesota
$12.8M +$162K +6,207 +1%
ODCM
87
Old Dominion Capital Management
Virginia
$12.8M +$93.9K +3,594 +0.7%
CWM
88
Curi Wealth Management
North Carolina
$12.7M +$2.52M +96,588 +24%
TSWM
89
Triangle Securities Wealth Management
North Carolina
$12.5M +$174K +6,675 +1%
JMPWA
90
JP Morgan Private Wealth Advisors
California
$12.4M +$766K +29,304 +6%
SFG
91
Sage Financial Group
Pennsylvania
$12.3M -$59K -2,259 -0.5%
PEA
92
Pacific Edge Advisors
California
$12.1M +$736K +28,170 +6%
Goldman Sachs
93
Goldman Sachs
New York
$11.9M -$1.01M -38,481 -8%
NCM
94
Northwest Capital Management
Oregon
$11.8M -$54K -2,067 -0.5%
AWM
95
Avior Wealth Management
Nebraska
$11.7M +$10.2M +391,230 +578%
FNC
96
First National Corp
Massachusetts
$11.7M +$237K +9,060 +2%
VNA
97
Valley National Advisers
Pennsylvania
$11.5M +$442K +16,908 +4%
CCFM
98
Clear Creek Financial Management
Washington
$11M -$2.02M -77,265 -15%
AWMG
99
Alliance Wealth Management Group
New Jersey
$10.7M +$212K +8,130 +2%
TCM
100
Towercrest Capital Management
Pennsylvania
$10.7M +$212K +8,130 +2%