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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
$814M +$90.9M +3,407,190 +13%
Creative Planning
2
Creative Planning
Kansas
$441M +$1.53M +57,345 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$267M +$69.9M +2,619,447 +36%
UBS Group
4
UBS Group
Switzerland
$142M -$330K -12,375 -0.2%
PCIA
5
Prime Capital Investment Advisors
Kansas
$135M +$7.91M +296,502 +6%
BBA
6
BLB&B Advisors
Pennsylvania
$108M +$2.28M +85,377 +2%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$107M +$6.05M +226,977 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$103M +$6.55M +245,781 +7%
Ameriprise
9
Ameriprise
Minnesota
$98.7M -$8.9M -333,657 -8%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
$94.9M
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$87.5M -$4.41M -165,483 -5%
AWS
12
AJ Wealth Strategies
New York
$84.3M +$6.33M +237,336 +8%
OIA
13
OneDigital Investment Advisors
Kansas
$83.2M +$1.07M +40,113 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$81.3M +$10.6M +397,557 +15%
BCM
15
Brookstone Capital Management
Illinois
$75M -$8.75M -327,981 -10%
AA
16
Advisory Alpha
Michigan
$73.3M +$11M +410,979 +18%
Morgan Stanley
17
Morgan Stanley
New York
$70.5M +$22.9M +859,641 +49%
JFG
18
JMG Financial Group
Illinois
$69.2M +$39.4K +1,479 +0.1%
RM
19
Resource Management
Louisiana
$62.7M +$1.26M +47,250 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$61.2M -$14.9M -557,106 -20%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$59.4M +$626K +23,469 +1%
MGIA
22
Moneta Group Investment Advisors
Missouri
$56.3M +$6.03M +225,954 +12%
Cerity Partners
23
Cerity Partners
New York
$55.9M +$55.6M +2,083,809 New
LPL Financial
24
LPL Financial
California
$51.5M +$4.87M +182,748 +11%
AT
25
American Trust
Kentucky
$48.2M +$47.9M +1,796,571 New