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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$13.5M -$540K -30,918 -4%
SAM
27
Summit Asset Management
Tennessee
$13.4M +$500K +28,629 +4%
PFG
28
Pacific Financial Group
Washington
$13.3M +$14.5M +831,240 New
WA
29
WealthTrust-Arizona
Arizona
$12.4M -$678K -38,814 -5%
DP
30
Denver PWM
Colorado
$12.4M +$31K +1,776 +0.3%
HWA
31
HHM Wealth Advisors
Tennessee
$12.2M +$13.4M +764,415 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$12.1M -$375K -21,468 -3%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$63.4K +3,627 +0.5%
RJA
34
Raymond James & Associates
Florida
$11.4M +$6.63M +379,335 +114%
SFS
35
Summit Financial Strategies
Ohio
$11.2M +$589K +33,690 +5%
LIM
36
Leavell Investment Management
Alabama
$10.9M +$626K +35,805 +6%
MFT
37
Moisand Fitzgerald Tamayo
Florida
$10.8M +$321K +18,363 +3%
BWM
38
BerganKDV Wealth Management
Minnesota
$10.7M +$554K +31,683 +5%
Wells Fargo
39
Wells Fargo
California
$10.7M -$820K -46,950 -7%
GAM
40
Gemmer Asset Management
California
$10.6M +$2.33M +133,626 +25%
NCM
41
Northwest Capital Management
Oregon
$10.5M -$1.41M -80,775 -11%
OFG
42
Omega Financial Group
California
$10.3M +$11.2M +642,813 New
MI
43
Moneywise Inc
Virginia
$10.2M +$581K +33,270 +5%
BCMO
44
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$537K +30,747 +5%
CCM
45
CWH Capital Management
Washington
$10.1M -$116K -6,630 -1%
LF
46
Lee Financial
Texas
$10.1M +$2.79M +159,555 +34%
CWM
47
Campbell Wealth Management
Virginia
$9.85M +$10.8M +616,401 New
MAG
48
Mokosak Advisory Group
Iowa
$9.66M -$2.53M -144,699 -19%
Creative Planning
49
Creative Planning
Kansas
$9.48M +$465K +26,622 +5%
ODCM
50
Old Dominion Capital Management
Virginia
$8.47M +$783K +44,811 +9%