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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
26
HHM Wealth Advisors
Tennessee
$38.8M +$1.66M +70,266 +4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$35.5M -$1.05M -44,124 -3%
GAM
28
Gemmer Asset Management
California
$31.1M +$525K +22,164 +2%
DC
29
Davenport & Co
Virginia
$25.2M +$1.22M +51,384 +5%
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$25M -$340K -14,340 -1%
SAM
31
Summit Asset Management
Tennessee
$23.6M +$283K +11,955 +1%
NFW
32
Noble Family Wealth
Florida
$22.9M -$79K -3,336 -0.3%
Morgan Stanley
33
Morgan Stanley
New York
$22.7M +$19.8K +834 +0.1%
MWM
34
Modera Wealth Management
New Jersey
$22.5M -$947K -39,963 -4%
Lido Advisors
35
Lido Advisors
California
$22.4M +$13.9M +587,604 +145%
BCM
36
Brookstone Capital Management
Illinois
$22.2M -$2.75M -116,274 -10%
CWM
37
Curi Wealth Management
North Carolina
$20.8M -$3.37M -142,299 -13%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$20.8M -$87.8K -3,708 -0.4%
MAG
39
Mokosak Advisory Group
Iowa
$20.8M +$377K +15,906 +2%
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$20.7M -$867K -36,597 -4%
MF
41
Manchester Financial
California
$19.8M +$278K +11,718 +1%
FC
42
Financial Consulate
Maryland
$19.5M +$429K +18,093 +2%
PMG
43
ProVise Management Group
Florida
$19.2M -$1.96M -82,716 -9%
EWA
44
Exencial Wealth Advisors
Oklahoma
$18.9M +$1.68M +71,052 +9%
SIC
45
Salem Investment Counselors
North Carolina
$17.6M +$13.9K +585 +0.1%
CWM
46
Campbell Wealth Management
Virginia
$17.3M -$417K -17,589 -2%
CAN
47
Cetera Advisor Networks
California
$17.2M +$1.05M +44,214 +6%
DAS
48
Dynamic Advisor Solutions
Arizona
$16.9M +$2.47M +104,133 +16%
SIS
49
Strategic Investment Solutions
Illinois
$16.8M +$16.6M +699,162 +6,233%
IA
50
IFP Advisors
Florida
$16.7M +$497K +20,994 +3%