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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
76
Omega Financial Group
California
$11.1M -$29.4K -1,272 -0.2%
HG
77
Harbor Group
New Hampshire
$11.1M -$53.2K -2,307 -0.4%
FWP
78
FAS Wealth Partners
Kansas
$10.8M +$193K +8,370 +2%
RWP
79
Revolve Wealth Partners
New Jersey
$10.7M -$360K -15,615 -3%
PAG
80
Private Advisor Group
New Jersey
$10.6M -$3.31M -143,310 -22%
TSWM
81
Triangle Securities Wealth Management
North Carolina
$10.5M +$51.2K +2,220 +0.4%
Bank of America
82
Bank of America
North Carolina
$10.5M -$16.2M -701,877 -58%
BFG
83
Berger Financial Group
Minnesota
$10.4M +$208K +9,003 +2%
FNC
84
First National Corp
Massachusetts
$10.3M +$101K +4,374 +0.9%
OWA
85
Opal Wealth Advisors
New York
$10.2M -$167K -7,233 -1%
Goldman Sachs
86
Goldman Sachs
New York
$10.1M -$48.9K -2,121 -0.4%
HNW
87
High Note Wealth
Minnesota
$9.94M -$5.19K -225 -0%
JMPWA
88
JP Morgan Private Wealth Advisors
California
$9.57M -$1.67M -72,255 -14%
IAS
89
IMA Advisory Services
Colorado
$9.54M +$615K +26,634 +6%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$9.5M +$248K +10,740 +2%
MMA
91
Miracle Mile Advisors
California
$9.28M +$1.1M +47,826 +12%
Truist Financial
92
Truist Financial
North Carolina
$9.27M -$323K -13,983 -3%
PWA
93
Pillar Wealth Advisors
Pennsylvania
$9M +$51.7K +2,241 +0.5%
NYLIM
94
New York Life Investment Management
New York
$8.92M -$795K -34,470 -7%
ACA
95
Affinity Capital Advisors
California
$8.87M +$393K +17,046 +4%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$8.76M -$593K -25,692 -6%
JIC
97
Johnson Investment Counsel
Ohio
$8.69M -$145K -6,276 -1%
AWMG
98
Alliance Wealth Management Group
New Jersey
$8.59M -$283K -12,246 -3%
TCM
99
Towercrest Capital Management
Pennsylvania
$8.59M -$283K -12,246 -3%
MML Investors Services
100
MML Investors Services
Massachusetts
$8.44M +$52K +2,253 +0.6%