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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
AJ Wealth Strategies
New York
$26.6M +$23.4M +1,434,258 +1,758%
PMG
27
ProVise Management Group
Florida
$26.1M +$1.12M +68,478 +5%
AA
28
Advisory Alpha
Michigan
$25.9M -$940K -57,693 -4%
Osaic Holdings
29
Osaic Holdings
Arizona
$24.2M -$162M -9,962,877 -88%
MML Investors Services
30
MML Investors Services
Massachusetts
$23.5M +$1.77M +108,510 +9%
AFA
31
Atlanta Financial Associates
Georgia
$22.2M +$4.29M +263,376 +26%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$21.6M
MGIA
33
Moneta Group Investment Advisors
Missouri
$21.1M +$2.4M +147,225 +14%
NFG
34
Nadler Financial Group
Illinois
$21M -$1.58M -97,155 -8%
Morgan Stanley
35
Morgan Stanley
New York
$20.5M -$932K -57,195 -5%
LPL Financial
36
LPL Financial
California
$20.1M -$171K -10,488 -0.9%
Mariner
37
Mariner
Kansas
$19.6M -$157K -9,639 -0.9%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$18.7M +$191K +11,742 +1%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$18.6M +$3.53M +216,813 +26%
HWA
40
HHM Wealth Advisors
Tennessee
$18.3M +$596K +36,540 +4%
UCFA
41
United Capital Financial Advisors
Texas
$17.6M -$631K -38,718 -4%
SAM
42
Summit Asset Management
Tennessee
$16.7M +$105K +6,426 +0.7%
FFN
43
Focus Financial Network
Minnesota
$16.5M -$1.3M -79,932 -8%
PRS
44
Pinkerton Retirement Specialists
Idaho
$16M -$2.86M -175,350 -16%
FFA
45
Fragasso Financial Advisors
Pennsylvania
$15.8M +$13.3M +816,522 +5,208%
FWM
46
Filbrandt Wealth Management
Wisconsin
$15M +$1.23M +75,306 +10%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$14.7M -$1.04M -63,855 -7%
EHPM
48
Emery Howard Portfolio Management
California
$14.4M -$1.48M -90,738 -10%
BPA
49
Beacon Pointe Advisors
California
$14M +$10.3M +629,709 +376%
BCMO
50
Buckingham Capital Management (Ohio)
Ohio
$13.8M +$258K +15,801 +2%