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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
ProVise Management Group
Florida
$28.8M +$413K +21,342 +2%
FC
27
Financial Consulate
Maryland
$28.1M -$2.96M -152,670 -10%
RWM
28
RKL Wealth Management
Pennsylvania
$28M +$724K +37,401 +3%
NFG
29
Nadler Financial Group
Illinois
$27.9M -$536K -27,705 -2%
RJA
30
Raymond James & Associates
Florida
$25.7M +$1.03M +53,439 +4%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$24M +$604K +31,212 +3%
LPL Financial
32
LPL Financial
California
$23.6M +$769K +39,741 +3%
FFN
33
Focus Financial Network
Minnesota
$23.5M -$259K -13,353 -1%
MML Investors Services
34
MML Investors Services
Massachusetts
$23.4M +$4.85M +250,746 +27%
Mariner
35
Mariner
Kansas
$21.9M +$2.32M +119,676 +12%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$20.6M +$2.41M +124,542 +14%
UCFA
37
United Capital Financial Advisors
Texas
$20.4M -$927K -47,877 -4%
Creative Planning
38
Creative Planning
Kansas
$20.3M -$726K -37,500 -4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$20.3M -$105M -5,423,463 -84%
Wells Fargo
40
Wells Fargo
California
$20M +$876K +45,237 +5%
Morgan Stanley
41
Morgan Stanley
New York
$19.9M +$424K +21,912 +2%
LFA
42
Lighthouse Financial Advisors
Maryland
$19M +$18.4M +949,302 New
SAM
43
Summit Asset Management
Tennessee
$18.6M +$861K +44,478 +5%
EHPM
44
Emery Howard Portfolio Management
California
$17.7M +$177K +9,135 +1%
HWA
45
HHM Wealth Advisors
Tennessee
$17.6M +$1.62M +83,880 +11%
PFM
46
Parsec Financial Management
North Carolina
$17.6M +$2.09M +107,865 +14%
BCMO
47
Buckingham Capital Management (Ohio)
Ohio
$16.6M +$379K +19,575 +2%
CWM
48
Campbell Wealth Management
Virginia
$16.4M +$869K +44,868 +6%
SFS
49
Summit Financial Strategies
Ohio
$16.1M +$328K +16,926 +2%
LIM
50
Leavell Investment Management
Alabama
$15.9M +$261K +13,467 +2%