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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
Opal Wealth Advisors
New York
$11.6M -$516K -21,795 -4%
DP
77
Denver PWM
Colorado
$11.5M -$4.69M -198,117 -28%
HG
78
Harbor Group
New Hampshire
$11.5M -$92.1K -3,888 -0.8%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$11.4M +$697K +29,409 +6%
KBFS
80
Kohmann Bosshard Financial Services
Ohio
$11.3M +$321K +13,536 +3%
PAI
81
Pittenger & Anderson Inc
Nebraska
$11.2M +$1.63M +68,820 +16%
MIA
82
Milestone Investment Advisors
Wisconsin
$11.1M -$102K -4,302 -0.9%
OFG
83
Omega Financial Group
California
$11.1M -$210K -8,865 -2%
LIM
84
Leavell Investment Management
Alabama
$11.1M -$467K -19,701 -4%
TSWM
85
Triangle Securities Wealth Management
North Carolina
$10.9M +$23K +969 +0.2%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$10.9M +$3.28M +138,516 +40%
MWM
87
Meridian Wealth Management
Kentucky
$10.9M +$5.98M +252,570 +110%
Goldman Sachs
88
Goldman Sachs
New York
$10.8M
JIC
89
Johnson Investment Counsel
Ohio
$10.7M +$913K +38,535 +9%
HNW
90
High Note Wealth
Minnesota
$10.6M +$255K +10,776 +2%
LFG
91
Larson Financial Group
Missouri
$10.4M -$6.89K -291 -0.1%
SFA
92
Seneca Financial Advisors
New York
$10.4M +$19.3K +813 +0.2%
IAS
93
IMA Advisory Services
Colorado
$10.2M -$58.7K -2,478 -0.5%
MML Investors Services
94
MML Investors Services
Massachusetts
$10M +$163K +6,885 +2%
BAM
95
Berkshire Asset Management
Pennsylvania
$9.85M +$757K +31,941 +8%
CPIG
96
Chicago Partners Investment Group
Illinois
$9.73M +$635K +26,808 +6%
VNA
97
Valley National Advisers
Pennsylvania
$9.68M -$114K -4,818 -1%
FTS
98
Fifth Third Securities
Ohio
$9.54M +$133K +5,628 +1%
CA
99
Clearstead Advisors
Ohio
$9.48M +$5.1M +215,196 +105%
TCM
100
Towercrest Capital Management
Pennsylvania
$9.37M -$442K -18,663 -4%