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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1
SVA Wealth Management
Wisconsin
$84.4M +$3.42M +188,913 +4%
AB
2
AT Bancorp
Iowa
$70M -$3.48M -192,204 -5%
HSA
3
HBK Sorce Advisory
Pennsylvania
$52M +$1.85M +102,312 +4%
LWMT
4
Legacy Wealth Management (Tennessee)
Tennessee
$46.1M +$1.21M +66,645 +3%
Financial Engines Advisors
5
Financial Engines Advisors
California
$43.2M +$11.5M +633,162 +37%
BJ
6
Brouwer & Janachowski
California
$39M +$271K +14,988 +0.7%
SHJ
7
Sharkey, Howes & Javer
Colorado
$34.8M -$664K -36,717 -2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$27.9M +$1.91M +105,657 +7%
Morgan Stanley
9
Morgan Stanley
New York
$26M +$9.65M +533,796 +60%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.8M +$491K +27,123 +2%
OIA
11
OneDigital Investment Advisors
Kansas
$25.6M +$106K +5,886 +0.4%
NFG
12
Nadler Financial Group
Illinois
$23.5M +$1.45M +79,968 +7%
UBS Group
13
UBS Group
Switzerland
$23M +$7.75M +428,406 +52%
BBA
14
BLB&B Advisors
Pennsylvania
$22.5M +$2.59M +143,292 +13%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$21M +$1.56M +86,022 +8%
AWS
16
AJ Wealth Strategies
New York
$21M +$2.57M +142,341 +14%
Ameriprise
17
Ameriprise
Minnesota
$19.4M +$1.02M +56,490 +6%
RWM
18
RKL Wealth Management
Pennsylvania
$18.7M +$837K +46,284 +5%
UCFA
19
United Capital Financial Advisors
Texas
$18M +$822K +45,468 +5%
EHPM
20
Emery Howard Portfolio Management
California
$16M +$180K +9,927 +1%
MWA
21
MFA Wealth Advisors
Pennsylvania
$15.9M +$355K +19,608 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$2.42M +133,566 +19%
PRS
23
Pinkerton Retirement Specialists
Idaho
$15.5M +$12.5M +693,795 +459%
WA
24
WealthTrust-Arizona
Arizona
$14.8M +$107K +5,901 +0.7%
LPL Financial
25
LPL Financial
California
$14.8M +$503K +27,801 +4%
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