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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EHPM
26
Emery Howard Portfolio Management
California
$13.8M -$952K -54,495 -6%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$13.5M -$540K -30,918 -4%
SAM
28
Summit Asset Management
Tennessee
$13.4M +$500K +28,629 +4%
PFG
29
Pacific Financial Group
Washington
$13.3M +$14.5M +831,240 New
WA
30
WealthTrust-Arizona
Arizona
$12.4M -$678K -38,814 -5%
DP
31
Denver PWM
Colorado
$12.4M +$31K +1,776 +0.3%
HWA
32
HHM Wealth Advisors
Tennessee
$12.2M +$13.4M +764,415 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$12.1M -$375K -21,468 -3%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$63.4K +3,627 +0.5%
RJA
35
Raymond James & Associates
Florida
$11.4M +$6.63M +379,335 +114%
SFS
36
Summit Financial Strategies
Ohio
$11.2M +$589K +33,690 +5%
LIM
37
Leavell Investment Management
Alabama
$10.9M +$626K +35,805 +6%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$10.8M +$321K +18,363 +3%
BWM
39
BerganKDV Wealth Management
Minnesota
$10.7M +$554K +31,683 +5%
Wells Fargo
40
Wells Fargo
California
$10.7M -$820K -46,950 -7%
GAM
41
Gemmer Asset Management
California
$10.6M +$2.33M +133,626 +25%
NCM
42
Northwest Capital Management
Oregon
$10.5M -$1.41M -80,775 -11%
OFG
43
Omega Financial Group
California
$10.3M +$11.2M +642,813 New
MI
44
Moneywise Inc
Virginia
$10.2M +$581K +33,270 +5%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$10.2M +$537K +30,747 +5%
CCM
46
CWH Capital Management
Washington
$10.1M -$116K -6,630 -1%
LF
47
Lee Financial
Texas
$10.1M +$2.79M +159,555 +34%
CWM
48
Campbell Wealth Management
Virginia
$9.85M +$10.8M +616,401 New
MAG
49
Mokosak Advisory Group
Iowa
$9.66M -$2.53M -144,699 -19%
Creative Planning
50
Creative Planning
Kansas
$9.48M +$465K +26,622 +5%