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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
SVA Wealth Management
Wisconsin
$73.9M +$991K +60,996 +1%
AB
2
AT Bancorp
Iowa
$67.9M +$117K +7,227 +0.2%
HSA
3
HBK Sorce Advisory
Pennsylvania
$44.1M +$4.77M +293,394 +13%
SHJ
4
Sharkey, Howes & Javer
Colorado
$43.2M +$26.1K +1,605 +0.1%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$36.6M -$12.4M -764,781 -26%
BJ
6
Brouwer & Janachowski
California
$36M +$610K +37,518 +2%
Financial Engines Advisors
7
Financial Engines Advisors
California
$27.7M +$25.7M +1,582,947 +2,073%
CCM
8
CWH Capital Management
Washington
$24.2M -$1.23M -75,651 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$21.4M -$4.25M -261,261 -17%
Morgan Stanley
10
Morgan Stanley
New York
$20.2M +$581K +35,718 +3%
NFG
11
Nadler Financial Group
Illinois
$19.8M +$846K +52,065 +5%
OIA
12
OneDigital Investment Advisors
Kansas
$18.8M +$1.23M +75,795 +7%
PMG
13
ProVise Management Group
Florida
$17M +$79K +4,863 +0.5%
MI
14
Moneywise Inc
Virginia
$15.9M +$325K +20,025 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$14.4M +$2.65M +163,335 +23%
BBA
16
BLB&B Advisors
Pennsylvania
$14.4M +$1.66M +102,024 +13%
WA
17
WealthTrust-Arizona
Arizona
$14.3M -$253K -15,588 -2%
EHPM
18
Emery Howard Portfolio Management
California
$14.2M +$401K +24,660 +3%
RWM
19
RKL Wealth Management
Pennsylvania
$12.9M +$1.63M +100,326 +15%
SAM
20
Summit Asset Management
Tennessee
$12.8M +$343K +21,114 +3%
AWMG
21
Alliance Wealth Management Group
New Jersey
$12.4M +$6.43M +395,832 +115%
PA
22
Planning Alternatives
Michigan
$12.3M -$160K -9,840 -1%
BWM
23
BerganKDV Wealth Management
Minnesota
$12.2M +$247K +15,189 +2%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$12M +$175K +10,791 +2%
JFG
25
JMG Financial Group
Illinois
$11.8M -$2.29M -140,874 -17%