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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
$894M +$225M +9,762,147 +30%
Creative Planning
2
Creative Planning
Kansas
$577M +$162M +7,007,175 +34%
HighTower Advisors
3
HighTower Advisors
Illinois
$217M -$8.24M -356,943 -3%
PCIA
4
Prime Capital Investment Advisors
Kansas
$110M +$5.45M +236,220 +5%
UBS Group
5
UBS Group
Switzerland
$110M -$3.35M -145,209 -3%
BBA
6
BLB&B Advisors
Pennsylvania
$89M -$152K -6,579 -0.2%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$88M +$3.84M +166,626 +4%
Ameriprise
8
Ameriprise
Minnesota
$81.4M +$14.8M +642,708 +20%
AA
9
Advisory Alpha
Michigan
$81.1M +$2.42M +104,715 +3%
MGIA
10
Moneta Group Investment Advisors
Missouri
$76.8M +$27.9M +1,210,521 +49%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$70.2M +$198K +8,583 +0.3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$69.3M +$13.9M +602,898 +22%
OIA
13
OneDigital Investment Advisors
Kansas
$65.4M -$1.36M -58,917 -2%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$61.1M +$787K +34,113 +1%
JFG
15
JMG Financial Group
Illinois
$59.1M -$6.52M -282,753 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$57.6M -$1.54M -66,813 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$52M -$31.7M -1,373,079 -36%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$45.2M -$1.31M -56,724 -3%
AWS
19
AJ Wealth Strategies
New York
$44.6M -$15.2M -656,940 -24%
Cerity Partners
20
Cerity Partners
New York
$43.9M +$965K +41,799 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$41.2M +$3.77M +163,227 +9%
LPL Financial
22
LPL Financial
California
$37.7M +$1.33M +57,729 +3%
AT
23
American Trust
Kentucky
$37M -$616K -26,682 -1%
HSA
24
HBK Sorce Advisory
Pennsylvania
$35.8M +$183K +7,932 +0.5%
Mariner
25
Mariner
Kansas
$34.7M +$2.42M +104,658 +7%