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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRS
26
Pinkerton Retirement Specialists
Idaho
$16.5M +$213K +11,187 +1%
LPL Financial
27
LPL Financial
California
$16.3M +$747K +39,192 +5%
WA
28
WealthTrust-Arizona
Arizona
$15.7M +$120K +6,282 +0.8%
SAM
29
Summit Asset Management
Tennessee
$15.6M +$56.5K +2,967 +0.4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$15M +$38.6K +2,028 +0.3%
MAG
31
Mokosak Advisory Group
Iowa
$14.5M +$379K +19,905 +3%
NCM
32
Northwest Capital Management
Oregon
$14.3M +$623K +32,688 +5%
Wells Fargo
33
Wells Fargo
California
$13.8M -$425K -22,332 -3%
SFS
34
Summit Financial Strategies
Ohio
$12.8M +$366K +19,206 +3%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$12.7M -$16.7K -879 -0.1%
LIM
36
Leavell Investment Management
Alabama
$12.5M -$137K -7,176 -1%
BWM
37
BerganKDV Wealth Management
Minnesota
$12.3M -$773K -40,548 -6%
CCM
38
CWH Capital Management
Washington
$12.3M -$2.85M -149,820 -19%
DP
39
Denver PWM
Colorado
$12.2M +$13.1M +685,947 New
MI
40
Moneywise Inc
Virginia
$11.7M -$105K -5,499 -0.9%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$11.7M +$500K +26,268 +5%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$11.4M +$86.5K +4,542 +0.7%
Creative Planning
43
Creative Planning
Kansas
$10.9M +$539K +28,299 +5%
KP
44
Keel Point
Alabama
$10.6M +$148K +7,782 +1%
PEA
45
Pacific Edge Advisors
California
$10.4M -$588K -30,885 -5%
GAM
46
Gemmer Asset Management
California
$10.2M +$738K +38,736 +8%
HighTower Advisors
47
HighTower Advisors
Illinois
$10.1M +$409K +21,486 +4%
FC
48
Financial Consulate
Maryland
$10.1M -$3.46M -181,644 -26%
SFG
49
Sage Financial Group
Pennsylvania
$10M +$29.4K +1,542 +0.3%
ECML
50
Eagle Capital Management (Louisiana)
Louisiana
$9.71M +$248K +13,020 +3%