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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
101
Northeast Financial Group
Pennsylvania
$8.93M +$5.15M +234,774 +135%
PAI
102
Pittenger & Anderson Inc
Nebraska
$8.88M +$282K +12,864 +3%
NYLIM
103
New York Life Investment Management
New York
$8.77M -$2.27M -103,455 -20%
CPIG
104
Chicago Partners Investment Group
Illinois
$8.77M +$3.61M +164,739 +84%
RDIA
105
RE Dickinson Investment Advisors
Iowa
$8.66M -$917K -41,826 -10%
BAM
106
Berkshire Asset Management
Pennsylvania
$8.45M +$470K +21,450 +6%
Corient Private Wealth
107
Corient Private Wealth
Florida
$8.4M +$8.42M +384,156 New
SIG
108
Spinnaker Investment Group
California
$8.33M +$259K +11,820 +3%
SJIM
109
St. Johns Investment Management
Florida
$8.31M +$119K +5,442 +1%
CCA
110
Clearwater Capital Advisors
Illinois
$8.08M +$128K +5,841 +2%
GG
111
Gleason Group
Kentucky
$8.07M +$8.09M +368,982 New
PFM
112
Peak Financial Management
Massachusetts
$8.03M -$22K -1,005 -0.3%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$8.01M +$2.25M +102,642 +39%
NSAM
114
North Star Asset Management
Wisconsin
$7.9M +$86K +3,924 +1%
TPW
115
Tiller Private Wealth
Pennsylvania
$7.72M +$118K +5,382 +2%
ATWA
116
Arbor Trust Wealth Advisors
Michigan
$7.69M +$22.7K +1,035 +0.3%
HWM
117
HB Wealth Management
Georgia
$7.66M -$718K -32,745 -9%
LCC
118
Lincoln Capital Corp
Rhode Island
$7.56M +$114K +5,187 +2%
HFS
119
Horizon Financial Services
North Carolina
$7.33M -$150K -6,852 -2%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$7.3M +$6.24M +284,928 +585%
LF
121
Lee Financial
Texas
$7.14M +$44.8K +2,043 +0.6%
AIM
122
Anchor Investment Management
South Carolina
$7.08M +$158K +7,230 +2%
EE
123
EWG Elevate
California
$7.08M +$301K +13,749 +4%
SWA
124
Sightline Wealth Advisors
Connecticut
$7.01M +$257K +11,718 +4%
WTC
125
WhitTier Trust Company
Nevada
$7M +$2.16M +98,598 +45%