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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Nadler Financial Group
Illinois
$26.8M +$932K +49,332 +4%
PMG
27
ProVise Management Group
Florida
$26.6M +$626K +33,150 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$26.5M +$1.87M +98,820 +8%
RWM
29
RKL Wealth Management
Pennsylvania
$25.6M -$788K -41,697 -3%
RJA
30
Raymond James & Associates
Florida
$23.2M +$1.4M +74,265 +6%
FFN
31
Focus Financial Network
Minnesota
$22.3M +$886K +46,896 +4%
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$21.9M +$1.73M +91,356 +9%
LPL Financial
33
LPL Financial
California
$21.5M +$672K +35,559 +3%
UCFA
34
United Capital Financial Advisors
Texas
$20.1M +$335K +17,739 +2%
Creative Planning
35
Creative Planning
Kansas
$19.8M +$532K +28,152 +3%
Mariner
36
Mariner
Kansas
$18.3M +$1.73M +91,380 +10%
Morgan Stanley
37
Morgan Stanley
New York
$18.3M -$31.8M -1,685,181 -63%
Wells Fargo
38
Wells Fargo
California
$17.9M -$2.09M -110,841 -10%
MML Investors Services
39
MML Investors Services
Massachusetts
$17.3M -$928K -49,137 -5%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$17M -$4.8M -253,962 -22%
SAM
41
Summit Asset Management
Tennessee
$16.6M +$338K +17,916 +2%
EHPM
42
Emery Howard Portfolio Management
California
$16.5M -$17.1K -903 -0.1%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$15.4M +$14M +738,729 +945%
BCMO
44
Buckingham Capital Management (Ohio)
Ohio
$15.2M +$904K +47,862 +6%
HWA
45
HHM Wealth Advisors
Tennessee
$15M +$21.2K +1,122 +0.1%
SFS
46
Summit Financial Strategies
Ohio
$14.8M +$415K +21,978 +3%
FMP
47
Financial Management Professionals
Texas
$14.8M -$24.9M -1,317,297 -63%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$14.8M -$40.6K -2,148 -0.3%
LIM
49
Leavell Investment Management
Alabama
$14.7M +$494K +26,142 +3%
CWM
50
Campbell Wealth Management
Virginia
$14.5M +$959K +50,751 +7%