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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
SVA Wealth Management
Wisconsin
$57M +$64.6K +4,464 +0.1%
FMP
2
Financial Management Professionals
Texas
$44.7M +$642K +44,388 +1%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$39.6M +$10.3M +711,315 +35%
PFG
4
Piershale Financial Group
Illinois
$34.4M +$4.24M +292,971 +14%
HSA
5
HBK Sorce Advisory
Pennsylvania
$28M +$27.5M +1,904,400 +7,182%
BJ
6
Brouwer & Janachowski
California
$27.8M +$1.87M +129,267 +7%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$18.5M +$1.17M +80,748 +7%
Morgan Stanley
8
Morgan Stanley
New York
$17.8M -$1.59M -109,995 -8%
AB
9
AT Bancorp
Iowa
$17.3M +$17.2M +1,189,080 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$16.5M +$7.66M +529,872 +87%
PMG
11
ProVise Management Group
Florida
$14.6M +$2.54M +175,332 +21%
Wells Fargo
12
Wells Fargo
California
$14.6M -$771K -53,325 -5%
SHJ
13
Sharkey, Howes & Javer
Colorado
$13.8M +$342K +23,634 +3%
MI
14
Moneywise Inc
Virginia
$13.5M +$13.5M +933,609 New
NFG
15
Nadler Financial Group
Illinois
$13.1M +$4.73M +326,901 +57%
JFG
16
JMG Financial Group
Illinois
$12.1M +$507K +35,055 +4%
WA
17
WealthTrust-Arizona
Arizona
$12.1M -$12K -828 -0.1%
LIM
18
Lathrop Investment Management
Arkansas
$11.6M +$5.82M +402,135 +98%
PA
19
Planning Alternatives
Michigan
$11.5M -$183K -12,627 -2%
EHPM
20
Emery Howard Portfolio Management
California
$11.1M +$290K +20,058 +3%
LPL Financial
21
LPL Financial
California
$9.67M +$5.27M +364,383 +118%
MFT
22
Moisand Fitzgerald Tamayo
Florida
$9.08M +$614K +42,474 +7%
HA
23
Harfst & Associates
Wyoming
$8.67M +$1.11M +76,818 +15%
BBA
24
BLB&B Advisors
Pennsylvania
$8.6M +$890K +61,515 +12%
AL
25
Aspiriant LLC
California
$7.73M +$198K +13,674 +3%