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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
$15M +$338K +11,330 +2%
HWA
77
HHM Wealth Advisors
Tennessee
$14.6M -$339K -11,386 -2%
TLP
78
Trinity Legacy Partners
Texas
$14.6M +$210K +7,047 +1%
SC
79
Savant Capital
Illinois
$14.4M -$293K -9,828 -2%
HG
80
Harbor Group
New Hampshire
$14.4M +$2.77K +93 +0%
WF
81
Womack Financial
Texas
$14.4M +$345K +11,558 +2%
PAI
82
Pittenger & Anderson Inc
Nebraska
$14.3M -$712K -23,900 -5%
IAS
83
IMA Advisory Services
Colorado
$13.8M +$389K +13,055 +3%
CMP
84
Courage Miller Partners
Virginia
$13.8M -$124K -4,168 -0.9%
CCA
85
Clearwater Capital Advisors
Illinois
$13.7M +$196K +6,560 +1%
SIG
86
Spinnaker Investment Group
California
$13.6M -$75.1K -2,519 -0.6%
LPAM
87
Lodestar Private Asset Management
California
$13.5M +$1.04M +35,030 +8%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$13.5M +$218K +7,297 +2%
FCM
89
Fortis Capital Management
Washington
$13.1M +$1.28M +42,921 +11%
CCM
90
Cannon Capital Management
Utah
$13.1M +$13M +435,855 New
FTS
91
Fifth Third Securities
Ohio
$13M +$629K +21,105 +5%
WCFP
92
White & Co Financial Planning
Washington
$13M -$6.38K -214 -0%
FFN
93
Focus Financial Network
Minnesota
$12.8M -$253K -8,477 -2%
BlackRock
94
BlackRock
New York
$12.8M +$6.37M +213,544 +101%
PSP
95
Pacific Sage Partners
Washington
$12.4M +$425K +14,255 +4%
Rockefeller Capital Management
96
Rockefeller Capital Management
New York
$12.2M +$520K +17,448 +4%
RSEWM
97
River's Edge Wealth Management
Pennsylvania
$12.1M +$11.1M +372,482 New
SJIM
98
St. Johns Investment Management
Florida
$12M -$145K -4,878 -1%
PFM
99
Peak Financial Management
Massachusetts
$11.8M +$135K +4,536 +1%
BAMG
100
Brand Asset Management Group
Missouri
$11.4M -$7.13K -239 -0.1%