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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$38.4M +$11.8M +566,604 +50%
KAS
27
Kestra Advisory Services
Texas
$37.4M +$31.3M +1,502,946 +1,040%
RWM
28
RKL Wealth Management
Pennsylvania
$36.2M -$512K -24,543 -2%
FFA
29
Fragasso Financial Advisors
Pennsylvania
$35.7M +$9.91M +475,197 +43%
AA
30
Advisory Alpha
Michigan
$34.1M +$1.64M +78,456 +6%
PMG
31
ProVise Management Group
Florida
$33.9M +$105K +5,046 +0.3%
LFA
32
Lighthouse Financial Advisors
Maryland
$32.9M -$5.11M -244,932 -14%
Osaic Holdings
33
Osaic Holdings
Arizona
$32.3M +$490K +23,481 +2%
LPL Financial
34
LPL Financial
California
$31.8M +$942K +45,153 +3%
AFA
35
Atlanta Financial Associates
Georgia
$30.7M +$166K +7,983 +0.6%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$30.7M +$3.66M +175,710 +15%
Morgan Stanley
37
Morgan Stanley
New York
$30.4M +$6.3M +301,941 +29%
MML Investors Services
38
MML Investors Services
Massachusetts
$30.1M -$444K -21,273 -2%
MGIA
39
Moneta Group Investment Advisors
Missouri
$28.2M -$594K -28,464 -2%
NFG
40
Nadler Financial Group
Illinois
$28.1M +$764K +36,636 +3%
Wells Fargo
41
Wells Fargo
California
$26.9M +$8.08M +387,435 +49%
Mariner
42
Mariner
Kansas
$26.3M +$600K +28,764 +3%
PRS
43
Pinkerton Retirement Specialists
Idaho
$26.1M -$3.36M -161,142 -12%
HWA
44
HHM Wealth Advisors
Tennessee
$22.9M -$156K -7,479 -0.7%
SAM
45
Summit Asset Management
Tennessee
$21.5M -$111K -5,337 -0.6%
FWM
46
Filbrandt Wealth Management
Wisconsin
$19.6M +$286K +13,728 +2%
UCFA
47
United Capital Financial Advisors
Texas
$19.6M -$784K -37,602 -4%
FFN
48
Focus Financial Network
Minnesota
$18.9M +$66.3K +3,180 +0.4%
EHPM
49
Emery Howard Portfolio Management
California
$18.3M -$173K -8,319 -1%
BCMO
50
Buckingham Capital Management (Ohio)
Ohio
$18.1M +$5.63K +270 +0%