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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$14.2M +$703K +39,114 +5%
WA
27
WealthTrust-Arizona
Arizona
$14.2M -$708K -39,420 -5%
LPL Financial
28
LPL Financial
California
$13.8M +$3.42M +190,668 +32%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$13.5M +$264K +14,724 +2%
BWL
30
Bogart Wealth LLC
Virginia
$13.5M +$1.91M +106,134 +16%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$12.5M +$5.77M +321,366 +82%
EVM
32
Eaton Vance Management
Massachusetts
$12.5M +$6.24M +347,646 +97%
MAG
33
Mokosak Advisory Group
Iowa
$12.5M +$333K +18,519 +3%
NCM
34
Northwest Capital Management
Oregon
$12.3M +$733K +40,794 +6%
JFG
35
JMG Financial Group
Illinois
$12.2M +$91K +5,064 +0.7%
DP
36
Denver PWM
Colorado
$12.1M +$312K +17,367 +3%
FC
37
Financial Consulate
Maryland
$11.9M +$730K +40,650 +6%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$11.5M +$165K +9,171 +1%
Wells Fargo
39
Wells Fargo
California
$11.3M +$927K +51,633 +9%
MI
40
Moneywise Inc
Virginia
$11.2M -$4.58M -255,069 -29%
LIM
41
Leavell Investment Management
Alabama
$11.2M +$939K +52,281 +9%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$11.2M +$476K +26,508 +4%
PEA
43
Pacific Edge Advisors
California
$10.3M +$2.46M +136,785 +31%
SFS
44
Summit Financial Strategies
Ohio
$9.6M +$979K +54,480 +11%
SFG
45
Sage Financial Group
Pennsylvania
$9.21M +$353K +19,647 +4%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$9.07M +$1.07M +59,340 +13%
HighTower Advisors
47
HighTower Advisors
Illinois
$8.76M +$1.37M +76,317 +18%
MAM
48
Marquette Asset Management
Minnesota
$8.74M +$98.3K +5,475 +1%
ODCM
49
Old Dominion Capital Management
Virginia
$8.66M -$35.1K -1,953 -0.4%
RRC
50
Relaxing Retirement Coach
Massachusetts
$8.64M -$2.94M -163,485 -25%