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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
ProVise Management Group
Florida
$26.3M +$1.49M +79,650 +6%
NFG
27
Nadler Financial Group
Illinois
$26.1M +$1.24M +66,234 +5%
HighTower Advisors
28
HighTower Advisors
Illinois
$24.9M -$885K -47,289 -3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$22M +$340K +18,198 +2%
RJA
30
Raymond James & Associates
Florida
$22M +$917K +49,044 +4%
FFN
31
Focus Financial Network
Minnesota
$21.7M +$736K +39,342 +4%
LPL Financial
32
LPL Financial
California
$21M +$1.56M +83,502 +8%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$20.4M +$12.6M +674,655 +170%
Wells Fargo
34
Wells Fargo
California
$20.2M +$3.61M +193,134 +22%
UCFA
35
United Capital Financial Advisors
Texas
$19.9M +$675K +36,060 +4%
Creative Planning
36
Creative Planning
Kansas
$19.5M +$7.05M +376,734 +58%
MML Investors Services
37
MML Investors Services
Massachusetts
$18.4M +$2.97M +158,739 +20%
Mariner
38
Mariner
Kansas
$16.8M +$3.37M +179,886 +26%
EHPM
39
Emery Howard Portfolio Management
California
$16.6M +$147K +7,860 +0.9%
SAM
40
Summit Asset Management
Tennessee
$16.5M +$387K +20,688 +2%
HWA
41
HHM Wealth Advisors
Tennessee
$15.1M +$390K +20,856 +3%
Fiera Capital (Canada)
42
Fiera Capital (Canada)
Quebec, Canada
$14.9M +$339K +18,096 +2%
CCM
43
CWH Capital Management
Washington
$14.8M +$2.38M +127,392 +20%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$14.6M +$995K +53,205 +7%
SFS
45
Summit Financial Strategies
Ohio
$14.5M +$336K +17,952 +2%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$14.5M +$1.53M +81,606 +12%
LIM
47
Leavell Investment Management
Alabama
$14.4M +$840K +44,922 +6%
LF
48
Lee Financial
Texas
$14.4M +$759K +40,554 +6%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$14.3M -$3.23M -172,491 -19%
SIC
50
Salem Investment Counselors
North Carolina
$13.8M +$13.6M +727,641 New