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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWMG
101
Alliance Wealth Management Group
New Jersey
$11.4M -$178K -5,975 -2%
TCM
102
Towercrest Capital Management
Pennsylvania
$11.4M -$178K -5,975 -2%
HSA
103
HBK Sorce Advisory
Pennsylvania
$11.4M -$502K -16,832 -5%
SFWC
104
Strategic Family Wealth Counselors
New Jersey
$11.4M +$316K +10,599 +3%
BIG
105
Bush Investment Group
Georgia
$11.4M +$67.7K +2,271 +0.6%
DC
106
Davenport & Co
Virginia
$11.3M -$198K -6,646 -2%
WTC
107
WhitTier Trust Company
Nevada
$11.2M +$2.42K +81 +0%
CCFM
108
Clear Creek Financial Management
Washington
$11.1M -$2.11M -70,660 -16%
MTIC
109
Missouri Trust & Investment Company
Missouri
$11M +$1.15M +38,497 +12%
VNA
110
Valley National Advisers
Pennsylvania
$11M -$446K -14,973 -4%
OFG
111
Omega Financial Group
California
$11M -$105K -3,519 -1%
NSAM
112
North Star Asset Management
Wisconsin
$10.9M +$14.9K +500 +0.1%
MML Investors Services
113
MML Investors Services
Massachusetts
$10.9M -$756K -25,358 -7%
NFG
114
Nadler Financial Group
Illinois
$10.8M -$11.8K -395 -0.1%
PMG
115
ProVise Management Group
Florida
$10.7M -$445K -14,918 -4%
CKAIS
116
Christensen King & Associates Investment Services
Washington
$10.6M +$4.8K +161 +0%
KCPG
117
Kavar Capital Partners Group
Kansas
$10.6M +$228K +7,644 +2%
LFG
118
Larson Financial Group
Missouri
$10.4M +$233K +7,828 +2%
EGWAG
119
Elwood & Goetz Wealth Advisory Group
Georgia
$10.4M -$335K -11,250 -3%
CA
120
Clearstead Advisors
Ohio
$10.4M -$213K -7,152 -2%
AQR Capital Management
121
AQR Capital Management
Connecticut
$10.4M +$633K +21,246 +7%
LCC
122
Lincoln Capital Corp
Rhode Island
$10.3M +$171K +5,727 +2%
SWA
123
Sightline Wealth Advisors
Connecticut
$10.3M -$62.7K -2,104 -0.6%
LIM
124
Leavell Investment Management
Alabama
$10.2M -$553K -18,544 -5%
AWM
125
Avior Wealth Management
Nebraska
$10.1M +$51.4K +1,723 +0.5%