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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
$13.9M -$638K -24,200 -5%
SC
77
Savant Capital
Illinois
$13.6M -$294K -11,128 -2%
HG
78
Harbor Group
New Hampshire
$13.5M -$76.5K -2,901 -0.6%
TLP
79
Trinity Legacy Partners
Texas
$13.4M +$63.8K +2,418 +0.5%
HFS
80
Horizon Financial Services
North Carolina
$13.2M +$1.08M +40,944 +9%
CMP
81
Courage Miller Partners
Virginia
$13M +$778K +29,479 +7%
IAS
82
IMA Advisory Services
Colorado
$12.5M +$80.4K +3,049 +0.7%
SDWMA
83
Schneider Downs Wealth Management Advisors
Pennsylvania
$12.5M +$3.16M +119,656 +37%
FFN
84
Focus Financial Network
Minnesota
$12.5M +$372K +14,100 +3%
CCA
85
Clearwater Capital Advisors
Illinois
$12.4M +$485K +18,387 +4%
WF
86
Womack Financial
Texas
$12.4M +$399K +15,108 +4%
WCFP
87
White & Co Financial Planning
Washington
$12.1M +$277K +10,487 +2%
SIG
88
Spinnaker Investment Group
California
$11.5M -$1.39M -52,731 -11%
DC
89
Davenport & Co
Virginia
$11.5M -$30M -1,135,409 -74%
FTS
90
Fifth Third Securities
Ohio
$11.4M -$117K -4,435 -1%
PMG
91
ProVise Management Group
Florida
$11.1M -$862K -32,680 -8%
HSA
92
HBK Sorce Advisory
Pennsylvania
$11M -$427K -16,177 -4%
SJIM
93
St. Johns Investment Management
Florida
$10.9M +$251K +9,531 +3%
MF
94
Manchester Financial
California
$10.9M -$6.46M -244,815 -39%
LPAM
95
Lodestar Private Asset Management
California
$10.9M +$236K +8,942 +2%
AWMG
96
Alliance Wealth Management Group
New Jersey
$10.9M +$643K +24,366 +7%
TCM
97
Towercrest Capital Management
Pennsylvania
$10.9M +$643K +24,366 +7%
VNA
98
Valley National Advisers
Pennsylvania
$10.9M -$237K -8,982 -2%
MML Investors Services
99
MML Investors Services
Massachusetts
$10.9M -$152K -5,768 -1%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$10.8M +$132K +4,993 +1%