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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
76
JP Morgan Private Wealth Advisors
California
$13.4M +$1.06M +42,429 +9%
RWP
77
Revolve Wealth Partners
New Jersey
$13.3M +$1.35M +53,751 +11%
BSAM
78
Blue Square Asset Management
New York
$13.1M -$1.23M -48,972 -9%
FWP
79
FAS Wealth Partners
Kansas
$12.8M -$25.7K -1,026 -0.2%
TSWM
80
Triangle Securities Wealth Management
North Carolina
$12.6M -$152K -6,081 -1%
OWA
81
Opal Wealth Advisors
New York
$12.6M +$1.58M +63,069 +15%
VNA
82
Valley National Advisers
Pennsylvania
$12.5M +$530K +21,141 +4%
FNC
83
First National Corp
Massachusetts
$12.4M +$742K +29,583 +6%
BFG
84
Berger Financial Group
Minnesota
$12.3M +$1.71M +68,388 +16%
SFG
85
Sage Financial Group
Pennsylvania
$12.3M +$256K +10,221 +2%
Goldman Sachs
86
Goldman Sachs
New York
$12.2M +$12.4K +495 +0.1%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$12.2M -$7.61M -303,750 -39%
LFS
88
Lutz Financial Services
Nebraska
$12.1M +$302K +12,030 +3%
UCFA
89
United Capital Financial Advisors
Texas
$12.1M -$1.76M -70,386 -13%
HNW
90
High Note Wealth
Minnesota
$12M -$687K -27,417 -5%
NYLIM
91
New York Life Investment Management
New York
$11.7M +$2.88M +114,999 +33%
Truist Financial
92
Truist Financial
North Carolina
$11.6M -$21.5K -858 -0.2%
IA
93
IFP Advisors
Florida
$11.3M +$2.2M +87,624 +17%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$11.2M +$603K +24,057 +6%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$11.2M +$809K +32,265 +8%
RDIA
96
RE Dickinson Investment Advisors
Iowa
$11M +$520K +20,727 +5%
AG
97
Appleton Group
Wisconsin
$11M +$9.56M +381,336 +697%
IAS
98
IMA Advisory Services
Colorado
$10.9M +$464K +18,513 +5%
PWA
99
Pillar Wealth Advisors
Pennsylvania
$10.8M -$178K -7,098 -2%
AWMG
100
Alliance Wealth Management Group
New Jersey
$10.7M -$197K -7,851 -2%