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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
$144M +$2.98M +159,186 +2%
SWM
2
SVA Wealth Management
Wisconsin
$94M +$1.86M +99,579 +2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$65.2M +$6.12M +327,372 +11%
OIA
4
OneDigital Investment Advisors
Kansas
$61M +$32.9M +1,756,851 +121%
LWMT
5
Legacy Wealth Management (Tennessee)
Tennessee
$56.3M +$3.25M +173,505 +6%
HSA
6
HBK Sorce Advisory
Pennsylvania
$56.1M +$1.38M +73,590 +3%
Morgan Stanley
7
Morgan Stanley
New York
$50.5M +$28.8M +1,540,587 +138%
FMT
8
First Mercantile Trust
Tennessee
$48.6M +$47.7M +2,551,773 New
UBS Group
9
UBS Group
Switzerland
$45.4M +$7.97M +426,195 +22%
Ameriprise
10
Ameriprise
Minnesota
$44M +$7.17M +383,250 +20%
BBA
11
BLB&B Advisors
Pennsylvania
$43.9M +$2.46M +131,493 +6%
BJ
12
Brouwer & Janachowski
California
$41.7M +$360K +19,227 +0.9%
FMP
13
Financial Management Professionals
Texas
$40M -$17.8M -952,305 -31%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$37.4M +$23.2M +1,241,373 +180%
SWA
15
SFMG Wealth Advisors
Texas
$35.4M -$1.05M -56,325 -3%
FIM
16
Frontier Investment Management
Texas
$34M +$979K +52,308 +3%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$33.5M +$5.39M +288,078 +20%
JFG
18
JMG Financial Group
Illinois
$32.8M +$5.21M +278,574 +19%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$31.1M
RJFSA
20
Raymond James Financial Services Advisors
Florida
$30M -$1.57M -83,883 -5%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$29.9M -$232K -12,402 -0.8%
FC
22
Financial Consulate
Maryland
$29.2M +$1.53M +81,861 +6%
PRS
23
Pinkerton Retirement Specialists
Idaho
$27.7M -$165K -8,820 -0.6%
RWM
24
RKL Wealth Management
Pennsylvania
$26.7M +$1.6M +85,500 +6%
MF
25
Manchester Financial
California
$26.6M +$1.15M +61,611 +5%