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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$294M +$6.78M +416,145 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$204M +$34.9M +2,143,785 +23%
SWM
3
SVA Wealth Management
Wisconsin
$90.4M +$899K +55,155 +1%
Ameriprise
4
Ameriprise
Minnesota
$83.9M +$36.3M +2,228,145 +87%
HighTower Advisors
5
HighTower Advisors
Illinois
$79.2M +$16.4M +1,008,867 +29%
UBS Group
6
UBS Group
Switzerland
$78.9M +$7.15M +438,528 +11%
FI
7
FormulaFolio Investments
Michigan
$70.1M +$42.7M +2,619,102 +190%
PCIA
8
Prime Capital Investment Advisors
Kansas
$66.1M +$4.58M +281,214 +8%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$64.7M -$2.1M -128,757 -3%
HSA
10
HBK Sorce Advisory
Pennsylvania
$61.4M +$4.43M +271,776 +8%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$58.6M -$24.6M -1,509,399 -31%
BBA
12
BLB&B Advisors
Pennsylvania
$50.7M -$1.03M -63,333 -2%
JFG
13
JMG Financial Group
Illinois
$47.1M +$1.17M +71,757 +3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$42.8M -$9.94M -609,666 -20%
FMT
15
First Mercantile Trust
Tennessee
$40.8M -$5.43M -333,315 -13%
OIA
16
OneDigital Investment Advisors
Kansas
$40.7M +$4.5M +276,237 +14%
ISG
17
Investment Security Group
Colorado
$40M -$705K -43,236 -2%
FIM
18
Frontier Investment Management
Texas
$38.8M +$2.95M +180,870 +9%
BJ
19
Brouwer & Janachowski
California
$36.8M -$2.07M -126,918 -6%
PFM
20
Parsec Financial Management
North Carolina
$36.7M +$4.72M +289,773 +16%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$35.1M +$4.35M +266,703 +16%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$33.5M -$480K -29,472 -2%
RM
23
Resource Management
Louisiana
$30.2M +$12.2M +748,452 +77%
LFA
24
Lighthouse Financial Advisors
Maryland
$29.4M +$7.44M +456,762 +37%
RWM
25
RKL Wealth Management
Pennsylvania
$28.2M +$1.47M +90,213 +6%