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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
$1.21B +$74.2M +3,220,848 +6%
Creative Planning
2
Creative Planning
Kansas
$710M -$20.4M -884,031 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$230M +$30.1M +1,306,104 +15%
PCIA
4
Prime Capital Investment Advisors
Kansas
$111M -$5.59M -242,712 -5%
UBS Group
5
UBS Group
Switzerland
$110M -$2.43M -105,498 -2%
MGIA
6
Moneta Group Investment Advisors
Missouri
$106M +$26.9M +1,168,254 +33%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$91M -$198K -8,601 -0.2%
AA
8
Advisory Alpha
Michigan
$88.3M -$5.03M -218,328 -5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$84.1M -$3.24M -140,559 -4%
GI
10
Gradient Investments
Minnesota
$68M -$1.91M -82,908 -3%
JFG
11
JMG Financial Group
Illinois
$68M -$925K -40,173 -1%
Cerity Partners
12
Cerity Partners
New York
$67.7M +$983K +42,672 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$65.9M +$611K +26,523 +0.9%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$65.4M +$1.17M +50,796 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$63.6M -$1.87M -81,387 -3%
AWS
16
AJ Wealth Strategies
New York
$56.6M +$2.09M +90,642 +4%
Ameriprise
17
Ameriprise
Minnesota
$54.2M -$17.9M -777,672 -25%
OIA
18
OneDigital Investment Advisors
Kansas
$50.5M -$9.78M -424,743 -16%
BBA
19
BLB&B Advisors
Pennsylvania
$47.6M -$54.8M -2,381,454 -53%
LPL Financial
20
LPL Financial
California
$46.5M +$2.24M +97,425 +5%
HSA
21
HBK Sorce Advisory
Pennsylvania
$44.9M -$44.6M -1,937,499 -49%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$43.5M -$3.11M -135,177 -7%
Mariner
23
Mariner
Kansas
$41.7M -$405K -17,601 -0.9%
Morgan Stanley
24
Morgan Stanley
New York
$40.3M +$14M +609,468 +52%
RWM
25
RKL Wealth Management
Pennsylvania
$39.5M +$24.6K +1,068 +0.1%