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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
RKL Wealth Management
Pennsylvania
$40.6M +$627K +25,026 +2%
Mariner
27
Mariner
Kansas
$39.4M +$3.08M +122,769 +9%
BPA
28
Beacon Pointe Advisors
California
$37.6M +$21.7M +864,930 +139%
PMG
29
ProVise Management Group
Florida
$36.1M -$90.8K -3,624 -0.3%
NFG
30
Nadler Financial Group
Illinois
$34.5M +$32K +1,278 +0.1%
Morgan Stanley
31
Morgan Stanley
New York
$31.5M -$34.7M -1,383,651 -53%
SFS
32
Summit Financial Strategies
Ohio
$31.4M +$113K +4,491 +0.4%
PFM
33
Parsec Financial Management
North Carolina
$30.9M -$1.93M -76,878 -6%
GAM
34
Gemmer Asset Management
California
$30.9M -$193K -7,683 -0.6%
Bank of America
35
Bank of America
North Carolina
$30.4M +$3.89M +155,259 +15%
PRS
36
Pinkerton Retirement Specialists
Idaho
$29.9M +$1.3M +51,852 +5%
HWA
37
HHM Wealth Advisors
Tennessee
$28.5M -$899K -35,847 -3%
SAM
38
Summit Asset Management
Tennessee
$25.8M +$1.1M +43,824 +4%
CAN
39
Cetera Advisor Networks
California
$25.1M +$1.62M +64,788 +7%
Osaic Holdings
40
Osaic Holdings
Arizona
$23.2M -$197K -7,860 -0.8%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$22.9M +$132K +5,250 +0.6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$22.3M -$285K -11,376 -1%
DC
43
Davenport & Co
Virginia
$22.2M +$2.98M +118,953 +16%
SIC
44
Salem Investment Counselors
North Carolina
$21.9M +$1.27M +50,499 +6%
SC
45
Savant Capital
Illinois
$21.9M +$53.8K +2,148 +0.2%
RJA
46
Raymond James & Associates
Florida
$21.6M -$330K -13,155 -2%
MAG
47
Mokosak Advisory Group
Iowa
$20.9M +$477K +19,044 +2%
EGWAG
48
Elwood & Goetz Wealth Advisory Group
Georgia
$20.7M +$476K +19,008 +2%
MI
49
Moneywise Inc
Virginia
$19.8M +$1.11M +44,316 +6%
Wells Fargo
50
Wells Fargo
California
$19.7M +$1.46M +58,353 +8%