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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1
SVA Wealth Management
Wisconsin
$89.5M +$555K +29,139 +0.6%
AB
2
AT Bancorp
Iowa
$70M -$3.75M -196,650 -5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$60.5M +$14.8M +777,363 +33%
HSA
4
HBK Sorce Advisory
Pennsylvania
$56.1M +$1.21M +63,462 +2%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$48.9M +$330K +17,319 +0.7%
Ameriprise
6
Ameriprise
Minnesota
$47.1M +$26.3M +1,382,364 +130%
BJ
7
Brouwer & Janachowski
California
$41.4M +$239K +12,552 +0.6%
SHJ
8
Sharkey, Howes & Javer
Colorado
$36.4M -$259K -13,578 -0.7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$30.6M +$1.19M +62,400 +4%
BBA
10
BLB&B Advisors
Pennsylvania
$28.5M +$4.76M +249,588 +20%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.2M +$1.05M +55,095 +4%
OIA
12
OneDigital Investment Advisors
Kansas
$27.8M +$759K +39,828 +3%
UBS Group
13
UBS Group
Switzerland
$27M +$2.69M +141,054 +11%
Morgan Stanley
14
Morgan Stanley
New York
$26.7M -$694K -36,405 -3%
NFG
15
Nadler Financial Group
Illinois
$25.1M +$357K +18,720 +1%
PMG
16
ProVise Management Group
Florida
$24.9M +$1.81M +95,115 +8%
AWS
17
AJ Wealth Strategies
New York
$23.6M +$1.46M +76,455 +7%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$22.3M +$5.9M +309,522 +37%
RWM
19
RKL Wealth Management
Pennsylvania
$21.4M +$1.61M +84,588 +8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$20.5M -$1.63M -85,455 -7%
AA
21
Apriem Advisors
California
$20.4M +$14.9M +783,285 +288%
UCFA
22
United Capital Financial Advisors
Texas
$18.8M -$160K -8,391 -0.9%
EHPM
23
Emery Howard Portfolio Management
California
$17.7M +$828K +43,461 +5%
JFG
24
JMG Financial Group
Illinois
$17.3M +$3.01M +157,836 +21%
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$16.9M +$4.55M +238,758 +37%