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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$39.8M +$8.81M +363,006 +29%
RWM
27
RKL Wealth Management
Pennsylvania
$38.8M -$643K -26,508 -2%
LFA
28
Lighthouse Financial Advisors
Maryland
$36.9M +$984K +40,578 +3%
PMG
29
ProVise Management Group
Florida
$36.8M -$180K -7,422 -0.5%
LPL Financial
30
LPL Financial
California
$35.9M +$1.16M +47,919 +3%
Morgan Stanley
31
Morgan Stanley
New York
$35.6M +$2.39M +98,640 +7%
MML Investors Services
32
MML Investors Services
Massachusetts
$34.4M +$1.56M +64,299 +5%
NFG
33
Nadler Financial Group
Illinois
$31.2M +$507K +20,910 +2%
Mariner
34
Mariner
Kansas
$30.9M +$2.14M +88,095 +8%
AFA
35
Atlanta Financial Associates
Georgia
$30.8M +$47.3K +1,950 +0.1%
Wells Fargo
36
Wells Fargo
California
$30.4M +$1.02M +42,057 +4%
PRS
37
Pinkerton Retirement Specialists
Idaho
$26.7M -$1.77M -72,804 -6%
HWA
38
HHM Wealth Advisors
Tennessee
$23.8M -$1.14M -46,962 -5%
SAM
39
Summit Asset Management
Tennessee
$23.4M -$121K -4,974 -0.5%
SFS
40
Summit Financial Strategies
Ohio
$21.8M +$2.84M +117,234 +15%
FWM
41
Filbrandt Wealth Management
Wisconsin
$21.1M -$308K -12,705 -1%
GAM
42
Gemmer Asset Management
California
$21M +$1.48M +61,005 +8%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$20.2M -$13M -536,283 -40%
FI
44
FormulaFolio Investments
Michigan
$19.9M -$143M -5,892,549 -88%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$19.9M +$91.6K +3,777 +0.5%
EHPM
46
Emery Howard Portfolio Management
California
$19.6M -$362K -14,907 -2%
UCFA
47
United Capital Financial Advisors
Texas
$19.2M -$2.09M -86,352 -10%
RJA
48
Raymond James & Associates
Florida
$19.1M +$5.52M +227,529 +42%
MAG
49
Mokosak Advisory Group
Iowa
$19M -$379K -15,636 -2%
MI
50
Moneywise Inc
Virginia
$18.9M -$172K -7,071 -0.9%