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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
$156M +$11.8M +608,787 +8%
SWM
2
SVA Wealth Management
Wisconsin
$99.3M +$116K +5,988 +0.1%
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$86.1M +$1.53M +78,894 +2%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$64.9M +$2.29M +118,062 +4%
UBS Group
5
UBS Group
Switzerland
$64.1M +$7.14M +368,583 +13%
BBA
6
BLB&B Advisors
Pennsylvania
$62.8M +$5.27M +272,229 +10%
HSA
7
HBK Sorce Advisory
Pennsylvania
$60.8M +$1.43M +73,971 +2%
Ameriprise
8
Ameriprise
Minnesota
$58.8M +$4.95M +255,699 +10%
PCIA
9
Prime Capital Investment Advisors
Kansas
$53M +$37.3M +1,925,445 +269%
FI
10
FormulaFolio Investments
Michigan
$49.9M +$43.3M +2,237,430 +896%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$47.9M +$6.6M +341,016 +17%
FMT
12
First Mercantile Trust
Tennessee
$47.4M +$3.82M +197,046 +9%
BJ
13
Brouwer & Janachowski
California
$44.2M -$130K -6,717 -0.3%
OIA
14
OneDigital Investment Advisors
Kansas
$43.5M +$1.45M +74,862 +4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$42.9M
FIM
16
Frontier Investment Management
Texas
$39.8M +$2.71M +139,992 +8%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$39.5M +$723K +37,356 +2%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$37.7M -$205K -10,572 -0.6%
JFG
19
JMG Financial Group
Illinois
$35.3M +$454K +23,445 +1%
SWA
20
SFMG Wealth Advisors
Texas
$33.9M -$720K -37,182 -2%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$32.6M +$1M +51,723 +3%
FMP
22
Financial Management Professionals
Texas
$29.9M +$13.7M +708,483 +90%
PRS
23
Pinkerton Retirement Specialists
Idaho
$29.3M +$39.1K +2,022 +0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$29.3M +$1.01M +52,203 +4%
MF
25
Manchester Financial
California
$29.2M +$3.43K +177 +0%