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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
ProVise Management Group
Florida
$24M +$781K +43,680 +3%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$21.5M
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$21.1M +$31.5K +1,764 +0.2%
Morgan Stanley
29
Morgan Stanley
New York
$20.6M -$4.81M -268,974 -19%
RJA
30
Raymond James & Associates
Florida
$20.4M +$7.05M +394,401 +55%
FFN
31
Focus Financial Network
Minnesota
$20.3M +$19.6M +1,097,391 New
LPL Financial
32
LPL Financial
California
$18.8M +$2.19M +122,601 +14%
UCFA
33
United Capital Financial Advisors
Texas
$18.7M +$1.16M +64,854 +7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$17.1M +$3.03M +169,794 +22%
Wells Fargo
35
Wells Fargo
California
$16M +$3.55M +198,873 +30%
EHPM
36
Emery Howard Portfolio Management
California
$16M +$106K +5,913 +0.7%
SAM
37
Summit Asset Management
Tennessee
$15.6M +$129K +7,200 +0.9%
MML Investors Services
38
MML Investors Services
Massachusetts
$14.9M +$9.32M +521,760 +182%
HWA
39
HHM Wealth Advisors
Tennessee
$14.3M +$145K +8,094 +1%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$14.2M -$1.41M -78,747 -9%
SFS
41
Summit Financial Strategies
Ohio
$13.8M +$812K +45,453 +6%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$13.2M +$6.65M +372,015 +108%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$13.2M +$444K +24,828 +4%
LF
44
Lee Financial
Texas
$13.2M +$1.49M +83,241 +13%
LIM
45
Leavell Investment Management
Alabama
$13.1M +$460K +25,716 +4%
Mariner
46
Mariner
Kansas
$13M +$9.08M +507,939 +262%
DP
47
Denver PWM
Colorado
$12.9M -$71.8K -4,017 -0.6%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$12.7M +$193K +10,782 +2%
BCMO
49
Buckingham Capital Management (Ohio)
Ohio
$12.5M +$773K +43,257 +7%
GAM
50
Gemmer Asset Management
California
$12.4M +$209K +11,718 +2%