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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$14.5M +$264K +9,900 +2%
OFG
77
Omega Financial Group
California
$14.1M -$599K -22,464 -4%
IA
78
IFP Advisors
Florida
$14.1M +$436K +16,332 +3%
PIMG
79
Patriot Investment Management Group
Tennessee
$14M +$126K +4,722 +0.9%
EWA
80
Exencial Wealth Advisors
Oklahoma
$13.8M +$13.7M +512,856 New
DHFB
81
Dixon Hubard Feinour & Brown
Virginia
$13.7M +$13.6M +511,815 New
FWP
82
FAS Wealth Partners
Kansas
$13.6M -$689K -25,818 -5%
TSWM
83
Triangle Securities Wealth Management
North Carolina
$13.6M +$416K +15,585 +3%
HNW
84
High Note Wealth
Minnesota
$13.5M +$10.2K +381 +0.1%
JMPWA
85
JP Morgan Private Wealth Advisors
California
$13.1M +$65K +2,439 +0.5%
Goldman Sachs
86
Goldman Sachs
New York
$12.9M +$489K +18,348 +4%
SFG
87
Sage Financial Group
Pennsylvania
$12.8M -$118K -4,443 -0.9%
RWP
88
Revolve Wealth Partners
New Jersey
$12.7M +$12.6M +474,162 New
VNA
89
Valley National Advisers
Pennsylvania
$12.7M +$665K +24,924 +6%
LFS
90
Lutz Financial Services
Nebraska
$12.6M -$1.62M -60,651 -11%
FNC
91
First National Corp
Massachusetts
$12.3M +$87.5K +3,282 +0.7%
Truist Financial
92
Truist Financial
North Carolina
$12.3M -$1.74M -65,352 -12%
PWA
93
Pillar Wealth Advisors
Pennsylvania
$11.7M +$11.6M +435,354 New
OWA
94
Opal Wealth Advisors
New York
$11.6M +$507K +19,029 +5%
AWMG
95
Alliance Wealth Management Group
New Jersey
$11.6M +$298K +11,172 +3%
TCM
96
Towercrest Capital Management
Pennsylvania
$11.6M +$298K +11,172 +3%
KBFS
97
Kohmann Bosshard Financial Services
Ohio
$11.3M +$749K +28,068 +7%
MML Investors Services
98
MML Investors Services
Massachusetts
$11.3M -$24.7M -926,748 -69%
BFG
99
Berger Financial Group
Minnesota
$11.2M +$1.53M +57,465 +16%
RDIA
100
RE Dickinson Investment Advisors
Iowa
$11.2M +$11.1M +416,052 New