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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$11M +$703K +26,346 +7%
IAS
102
IMA Advisory Services
Colorado
$11M +$535K +20,064 +5%
NCMW
103
Northern Capital Management (Washington)
Washington
$11M -$181K -6,795 -2%
RCA
104
Reitz Capital Advisors
Michigan
$10.8M +$4.01M +150,255 +57%
PR
105
Payden & Rygel
California
$10.7M +$174K +6,540 +2%
MMA
106
Miracle Mile Advisors
California
$10.4M -$116K -4,368 -1%
JIC
107
Johnson Investment Counsel
Ohio
$10.3M +$533K +19,968 +5%
PAI
108
Pittenger & Anderson Inc
Nebraska
$10.3M +$895K +33,570 +10%
PFM
109
Peak Financial Management
Massachusetts
$10.1M -$248K -9,282 -2%
ACA
110
Affinity Capital Advisors
California
$10M +$362K +13,581 +4%
SJIM
111
St. Johns Investment Management
Florida
$9.86M -$131K -4,905 -1%
APW
112
Aurora Private Wealth
New Jersey
$9.47M +$311K +11,652 +3%
SA
113
Scarborough Advisors
Maryland
$9.47M +$9.42M +353,109 New
LF
114
Lee Financial
Texas
$9.4M -$166K -6,210 -2%
AWC
115
Adamsbrown Wealth Consultants
Kansas
$9.38M +$9.33M +349,695 New
CCA
116
Clearwater Capital Advisors
Illinois
$9.37M +$149K +5,580 +2%
ATWA
117
Arbor Trust Wealth Advisors
Michigan
$9.29M +$203K +7,596 +2%
NYLIM
118
New York Life Investment Management
New York
$9.28M +$3.69M +138,189 +66%
MWP
119
Meridian Wealth Partners
Pennsylvania
$9.25M -$281K -10,554 -3%
SIG
120
Spinnaker Investment Group
California
$9.08M +$9.61M +360,438 New
LCC
121
Lincoln Capital Corp
Rhode Island
$8.82M +$57.2K +2,145 +0.7%
CWM
122
Congress Wealth Management
Massachusetts
$8.8M +$8.76M +328,404 New
RRC
123
Relaxing Retirement Coach
Massachusetts
$8.74M -$43.9K -1,647 -0.5%
SW
124
Simplicity Wealth
New Jersey
$8.65M +$8.61M +322,698 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$8.64M +$76.1K +2,853 +0.9%