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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.91B -$174M -5,067,671 -9%
Creative Planning
2
Creative Planning
Kansas
$1.07B -$14.3M -415,802 -1%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$463M +$32M +930,189 +8%
MGIA
4
Moneta Group Investment Advisors
Missouri
$434M +$17.2M +499,305 +4%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$266M +$88M +2,558,214 +53%
AA
6
Advisory Alpha
Michigan
$257M -$5.77M -167,760 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$227M -$22.7M -660,451 -10%
Cerity Partners
8
Cerity Partners
New York
$198M +$7.54M +219,018 +4%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$158M -$1.16M -33,621 -0.8%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$119M -$3.54M -102,935 -3%
SC
11
Savant Capital
Illinois
$115M +$94.7M +2,752,495 +574%
JFG
12
JMG Financial Group
Illinois
$113M -$182K -5,275 -0.2%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$106M -$1.91M -55,479 -2%
Mariner
14
Mariner
Kansas
$96.9M -$3.47M -100,806 -4%
UBS Group
15
UBS Group
Switzerland
$84.3M -$384K -11,169 -0.5%
LPL Financial
16
LPL Financial
California
$74.4M +$3.13M +90,945 +5%
Raymond James Financial
17
Raymond James Financial
Florida
$68.6M +$1.2M +34,957 +2%
PCIA
18
Prime Capital Investment Advisors
Kansas
$67.5M -$1.49M -43,211 -2%
AWMS
19
Advocacy Wealth Management Services
Georgia
$63.2M +$4.62M +134,186 +8%
WA
20
Waverly Advisors
Alabama
$62.7M -$111K -3,231 -0.2%
Morgan Stanley
21
Morgan Stanley
New York
$60.8M -$1.49M -43,255 -3%
Charles Schwab
22
Charles Schwab
California
$60.4M +$15.6M +452,264 +38%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$57.2M +$4.81M +139,644 +10%
9FG
24
93 Financial Group
Massachusetts
$55.3M -$2.89M -83,872 -5%
BPA
25
Beacon Pointe Advisors
California
$54.7M +$40.2K +1,168 +0.1%