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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Summit Financial Strategies
Ohio
$36.9M +$4.37M +189,933 +13%
HWA
27
HHM Wealth Advisors
Tennessee
$36.1M +$1.87M +81,246 +5%
BPA
28
Beacon Pointe Advisors
California
$35.6M +$3.32M +144,366 +10%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$35.6M -$24.3M -1,056,933 -40%
CAN
30
Cetera Advisor Networks
California
$29.3M +$546K +23,715 +2%
GAM
31
Gemmer Asset Management
California
$29M +$1.03M +44,937 +4%
BCM
32
Brookstone Capital Management
Illinois
$26.9M -$3.65M -158,337 -12%
NFG
33
Nadler Financial Group
Illinois
$25.9M -$7.74M -336,006 -23%
DC
34
Davenport & Co
Virginia
$25.6M +$2.27M +98,406 +10%
BCMO
35
Buckingham Capital Management (Ohio)
Ohio
$24.7M +$1.66M +71,979 +7%
CWM
36
Curi Wealth Management
North Carolina
$24M +$1.47M +63,633 +6%
PFM
37
Parsec Financial Management
North Carolina
$23.9M -$874K -37,947 -3%
SAM
38
Summit Asset Management
Tennessee
$23.4M +$86.8K +3,768 +0.4%
PMG
39
ProVise Management Group
Florida
$22.5M -$2.42M -105,099 -10%
NFW
40
Noble Family Wealth
Florida
$22.3M +$22.7M +985,257 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$21.4M -$1.14M -49,308 -5%
EGWAG
42
Elwood & Goetz Wealth Advisory Group
Georgia
$20.9M +$1.67M +72,462 +9%
MFT
43
Moisand Fitzgerald Tamayo
Florida
$20.4M +$167K +7,230 +0.8%
Osaic Holdings
44
Osaic Holdings
Arizona
$19.8M +$1.76M +76,248 +9%
MAG
45
Mokosak Advisory Group
Iowa
$19.8M +$147K +6,381 +0.7%
MI
46
Moneywise Inc
Virginia
$19.3M +$968K +42,051 +5%
MF
47
Manchester Financial
California
$19.3M +$319K +13,860 +2%
FC
48
Financial Consulate
Maryland
$18.1M +$2.36M +102,618 +15%
SIC
49
Salem Investment Counselors
North Carolina
$17.6M -$877K -38,097 -5%
CWM
50
Campbell Wealth Management
Virginia
$17.1M +$519K +22,551 +3%