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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$38.3M -$6.93M -307,308 -16%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$35.9M -$1.62M -71,874 -4%
BPA
28
Beacon Pointe Advisors
California
$34.3M -$2.83M -125,361 -8%
GAM
29
Gemmer Asset Management
California
$32.1M +$1.66M +73,872 +6%
BCM
30
Brookstone Capital Management
Illinois
$26.6M -$1.33M -58,902 -5%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$26.5M +$634K +28,152 +3%
CWM
32
Curi Wealth Management
North Carolina
$25.2M +$153K +6,804 +0.6%
DC
33
Davenport & Co
Virginia
$25.2M -$1.55M -68,586 -6%
MWM
34
Modera Wealth Management
New Jersey
$24.6M +$23.4M +1,037,187 New
SAM
35
Summit Asset Management
Tennessee
$24.5M -$41.8K -1,854 -0.2%
NFW
36
Noble Family Wealth
Florida
$24.1M +$769K +34,131 +3%
Morgan Stanley
37
Morgan Stanley
New York
$23.8M -$17.5M -776,304 -44%
EGWAG
38
Elwood & Goetz Wealth Advisory Group
Georgia
$22.6M +$678K +30,072 +3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$22.3M -$67.4K -2,991 -0.3%
PMG
40
ProVise Management Group
Florida
$22.1M -$1.36M -60,183 -6%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$21.9M +$600K +26,637 +3%
MAG
42
Mokosak Advisory Group
Iowa
$21.4M +$698K +30,966 +4%
MF
43
Manchester Financial
California
$20.5M +$250K +11,088 +1%
FC
44
Financial Consulate
Maryland
$20M +$971K +43,080 +5%
CWM
45
Campbell Wealth Management
Virginia
$18.6M +$668K +29,628 +4%
MI
46
Moneywise Inc
Virginia
$18.5M -$1.63M -72,417 -8%
SIC
47
Salem Investment Counselors
North Carolina
$18.4M -$2.64K -117 -0%
EWA
48
Exencial Wealth Advisors
Oklahoma
$18.2M +$1.58M +69,963 +10%
BWM
49
BerganKDV Wealth Management
Minnesota
$17.9M +$48.3K +2,145 +0.3%
RJA
50
Raymond James & Associates
Florida
$17.6M +$627K +27,837 +4%