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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
$1.1B +$123M +5,611,446 +13%
Creative Planning
2
Creative Planning
Kansas
$706M +$38.6M +1,761,090 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$194M +$11M +501,855 +6%
PCIA
4
Prime Capital Investment Advisors
Kansas
$112M +$4.26M +194,229 +4%
UBS Group
5
UBS Group
Switzerland
$109M -$5.93M -270,378 -5%
BBA
6
BLB&B Advisors
Pennsylvania
$98.1M +$596K +27,186 +0.6%
AA
7
Advisory Alpha
Michigan
$90.1M +$213K +9,696 +0.2%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$88.2M -$5.87M -267,999 -6%
HSA
9
HBK Sorce Advisory
Pennsylvania
$85.8M +$47.6M +2,172,975 +124%
MGIA
10
Moneta Group Investment Advisors
Missouri
$84.7M +$3.29M +150,333 +4%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$84.4M +$6.61M +301,656 +8%
Ameriprise
12
Ameriprise
Minnesota
$69.4M -$4.46M -203,610 -6%
GI
13
Gradient Investments
Minnesota
$67.5M +$221K +10,083 +0.3%
JFG
14
JMG Financial Group
Illinois
$66.6M +$8.03M +366,369 +14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$63.3M -$2.65M -120,786 -4%
Cerity Partners
16
Cerity Partners
New York
$63.2M +$63.3M +2,890,251 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$63.2M +$4.76M +217,077 +8%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$62.1M -$2.34M -106,875 -4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$58.2M -$7.65M -349,227 -12%
OIA
20
OneDigital Investment Advisors
Kansas
$58.1M -$5.53M -252,204 -9%
AWS
21
AJ Wealth Strategies
New York
$52.8M +$5.6M +255,465 +12%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$45M -$5.66M -258,267 -11%
LPL Financial
23
LPL Financial
California
$42.9M +$1.84M +84,078 +4%
Mariner
24
Mariner
Kansas
$40.7M +$4.14M +189,078 +11%
RWM
25
RKL Wealth Management
Pennsylvania
$38.2M +$1.89M +86,079 +5%