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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
$137M +$21M +1,174,626 +19%
SWM
2
SVA Wealth Management
Wisconsin
$89.4M +$552K +30,867 +0.6%
AB
3
AT Bancorp
Iowa
$59.2M -$7.42M -415,026 -11%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$57.2M +$5.59M +312,885 +11%
FMP
5
Financial Management Professionals
Texas
$56.4M +$54.6M +3,053,805 +997,975%
HSA
6
HBK Sorce Advisory
Pennsylvania
$53M +$576K +32,208 +1%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$51.4M +$4.19M +234,729 +9%
Goldman Sachs
8
Goldman Sachs
New York
$43.5M +$40M +2,236,863 +1,864%
BBA
9
BLB&B Advisors
Pennsylvania
$40.2M +$5.28M +295,527 +16%
BJ
10
Brouwer & Janachowski
California
$40.1M +$423K +23,679 +1%
UBS Group
11
UBS Group
Switzerland
$36.2M +$5.55M +310,599 +19%
Ameriprise
12
Ameriprise
Minnesota
$35.6M -$15.1M -845,079 -30%
SWA
13
SFMG Wealth Advisors
Texas
$34.6M +$33.5M +1,874,070 New
FIM
14
Frontier Investment Management
Texas
$32M +$31M +1,735,497 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$30.7M -$6.37M -356,304 -18%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$29.2M +$1.95M +108,864 +7%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$27.2M +$26.3M +1,470,915 New
PRS
18
Pinkerton Retirement Specialists
Idaho
$27M +$25.9M +1,448,208 +8,902%
FC
19
Financial Consulate
Maryland
$26.8M +$16.8M +938,313 +183%
OIA
20
OneDigital Investment Advisors
Kansas
$26.8M +$1.47M +82,350 +6%
JFG
21
JMG Financial Group
Illinois
$26.6M -$7.79M -435,771 -23%
HighTower Advisors
22
HighTower Advisors
Illinois
$25M +$1.7M +95,115 +8%
MF
23
Manchester Financial
California
$24.7M +$418K +23,370 +2%
RWM
24
RKL Wealth Management
Pennsylvania
$24.3M +$2.15M +120,324 +10%
NFG
25
Nadler Financial Group
Illinois
$24.1M -$166K -9,291 -0.7%