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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
SVA Wealth Management
Wisconsin
$54.9M +$16.3K +1,182 +0%
FMP
2
Financial Management Professionals
Texas
$42.5M +$25.3M +1,839,276 +154%
PFG
3
Piershale Financial Group
Illinois
$29.1M +$28.7M +2,080,212 New
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$28.3M -$403K -29,253 -1%
BJ
5
Brouwer & Janachowski
California
$25M +$1.35M +97,632 +6%
Morgan Stanley
6
Morgan Stanley
New York
$18.7M +$1.66M +120,804 +10%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$16.7M +$925K +67,080 +6%
Wells Fargo
8
Wells Fargo
California
$14.8M -$3.99M -289,203 -21%
SHJ
9
Sharkey, Howes & Javer
Colorado
$13M +$3.86M +280,263 +43%
PMG
10
ProVise Management Group
Florida
$11.7M +$1.78M +129,420 +18%
WA
11
WealthTrust-Arizona
Arizona
$11.6M -$333K -24,129 -3%
PA
12
Planning Alternatives
Michigan
$11.2M -$230K -16,677 -2%
JFG
13
JMG Financial Group
Illinois
$11.2M +$1.11M +80,733 +11%
EHPM
14
Emery Howard Portfolio Management
California
$10.4M +$241K +17,451 +2%
SIC
15
Salem Investment Counselors
North Carolina
$10.1M +$127K +9,180 +1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$8.51M +$3.98M +288,744 +90%
MFT
17
Moisand Fitzgerald Tamayo
Florida
$8.17M +$79.1K +5,739 +1%
NFG
18
Nadler Financial Group
Illinois
$8.04M +$1.97M +143,271 +33%
BBA
19
BLB&B Advisors
Pennsylvania
$7.44M +$1.6M +116,217 +28%
AL
20
Aspiriant LLC
California
$7.38M -$1.51M -109,890 -17%
HA
21
Harfst & Associates
Wyoming
$7.29M +$2.57M +186,831 +56%
UBS Group
22
UBS Group
Switzerland
$7.23M -$519K -37,659 -7%
ODCM
23
Old Dominion Capital Management
Virginia
$6.73M -$104K -7,521 -2%
SJIM
24
St. Johns Investment Management
Florida
$6.66M +$340K +24,657 +5%
SAM
25
Summit Asset Management
Tennessee
$6.64M +$1.84M +133,674 +39%