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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BIG
101
Bush Investment Group
Georgia
$10.7M +$53.7K +2,019 +0.5%
CAM
102
Cresset Asset Management
Illinois
$10.5M +$2.52M +94,890 +33%
TCM
103
Towercrest Capital Management
Pennsylvania
$10.5M -$454K -17,082 -4%
AWMG
104
Alliance Wealth Management Group
New Jersey
$10.5M -$454K -17,082 -4%
VNA
105
Valley National Advisers
Pennsylvania
$10.3M -$2.23M -83,778 -18%
PFM
106
Peak Financial Management
Massachusetts
$10.3M +$85.8K +3,228 +0.9%
WTC
107
WhitTier Trust Company
Nevada
$10.3M -$171K -6,441 -2%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$10.2M +$284K +10,689 +3%
NSAM
109
North Star Asset Management
Wisconsin
$10.2M +$114K +4,305 +1%
ATWA
110
Arbor Trust Wealth Advisors
Michigan
$9.96M
TPW
111
Tiller Private Wealth
Pennsylvania
$9.81M +$239K +9,000 +3%
CKAIS
112
Christensen King & Associates Investment Services
Washington
$9.79M -$181K -6,801 -2%
PTCG
113
Pring Turner Capital Group
California
$9.71M +$848K +31,905 +10%
NFG
114
Nadler Financial Group
Illinois
$9.69M -$31.9K -1,200 -0.3%
FCM
115
Fortis Capital Management
Washington
$9.61M +$136K +5,121 +1%
LPAM
116
Lodestar Private Asset Management
California
$9.52M +$1.01M +38,040 +12%
LCC
117
Lincoln Capital Corp
Rhode Island
$9.51M +$73.7K +2,772 +0.8%
SWA
118
Sightline Wealth Advisors
Connecticut
$9.46M +$54.2K +2,037 +0.6%
SFWC
119
Strategic Family Wealth Counselors
New Jersey
$9.41M +$214K +8,040 +2%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$9.3M +$110K +4,152 +1%
LF
121
Lee Financial
Texas
$9.21M -$49.7K -1,869 -0.6%
HWM
122
HB Wealth Management
Georgia
$9.19M +$3.51K +132 +0%
AWM
123
Avior Wealth Management
Nebraska
$9.17M +$28.5K +1,071 +0.3%
BSAM
124
Blue Square Asset Management
New York
$8.98M +$264K +9,933 +3%
CCFM
125
Clear Creek Financial Management
Washington
$8.89M +$348K +13,071 +4%