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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$33.2M +$3.1M +141,399 +10%
NFG
27
Nadler Financial Group
Illinois
$32.4M +$1.52M +69,546 +5%
SFS
28
Summit Financial Strategies
Ohio
$31.5M +$1.48M +67,413 +5%
BPA
29
Beacon Pointe Advisors
California
$31.3M -$1.45M -66,018 -4%
BCM
30
Brookstone Capital Management
Illinois
$30.3M -$2.11M -96,447 -7%
CAN
31
Cetera Advisor Networks
California
$27.8M +$1.46M +66,726 +6%
GAM
32
Gemmer Asset Management
California
$27.1M -$579K -26,415 -2%
Morgan Stanley
33
Morgan Stanley
New York
$25.6M +$399K +18,225 +2%
PMG
34
ProVise Management Group
Florida
$24M -$4.77M -217,662 -17%
PFM
35
Parsec Financial Management
North Carolina
$23.9M -$685K -31,245 -3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$23.4M -$18.7M -851,511 -46%
DC
37
Davenport & Co
Virginia
$22.6M +$958K +43,731 +4%
SAM
38
Summit Asset Management
Tennessee
$22.6M -$151K -6,912 -0.7%
BCMO
39
Buckingham Capital Management (Ohio)
Ohio
$22.3M +$1.78M +81,120 +9%
CWM
40
Curi Wealth Management
North Carolina
$21.8M +$170K +7,746 +0.8%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$19.5M +$459K +20,946 +2%
MAG
42
Mokosak Advisory Group
Iowa
$19M +$547K +24,942 +3%
EGWAG
43
Elwood & Goetz Wealth Advisory Group
Georgia
$18.6M +$1.34M +60,963 +8%
MF
44
Manchester Financial
California
$18.4M +$671K +30,636 +4%
RJA
45
Raymond James & Associates
Florida
$18M -$29.6K -1,350 -0.2%
SIC
46
Salem Investment Counselors
North Carolina
$17.9M +$40.8K +1,860 +0.2%
MI
47
Moneywise Inc
Virginia
$17.8M -$1.84M -83,937 -9%
Osaic Holdings
48
Osaic Holdings
Arizona
$17.6M +$3.13M +142,686 +22%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$16.5M -$16.5K -753 -0.1%
BWM
50
BerganKDV Wealth Management
Minnesota
$16.4M +$878K +40,080 +6%