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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
$1.33B +$63.6M +2,822,400 +5%
Creative Planning
2
Creative Planning
Kansas
$729M -$13.6M -603,669 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$245M +$4.82M +213,741 +2%
PCIA
4
Prime Capital Investment Advisors
Kansas
$124M +$8.21M +364,293 +7%
MGIA
5
Moneta Group Investment Advisors
Missouri
$124M +$12.1M +536,664 +11%
UBS Group
6
UBS Group
Switzerland
$115M -$518K -22,968 -0.5%
AA
7
Advisory Alpha
Michigan
$97.7M +$5.01M +222,249 +6%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$96.8M +$1.43M +63,321 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$88.2M +$85.5K +3,795 +0.1%
Cerity Partners
10
Cerity Partners
New York
$86.7M +$16.5M +730,212 +25%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$71.3M +$2.72M +120,588 +4%
GI
12
Gradient Investments
Minnesota
$69.8M -$1.31M -58,074 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$69.4M +$350K +15,510 +0.5%
JFG
14
JMG Financial Group
Illinois
$68.6M -$2.4M -106,401 -4%
AWS
15
AJ Wealth Strategies
New York
$61.2M +$1.88M +83,439 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$60.9M -$5.42M -240,486 -9%
HSA
17
HBK Sorce Advisory
Pennsylvania
$50.7M +$3.51M +155,655 +8%
LPL Financial
18
LPL Financial
California
$50.1M +$1.36M +60,351 +3%
Ameriprise
19
Ameriprise
Minnesota
$47.5M -$8.82M -391,242 -16%
OIA
20
OneDigital Investment Advisors
Kansas
$47.1M -$5.52M -245,028 -11%
BBA
21
BLB&B Advisors
Pennsylvania
$45.1M -$4.49M -199,260 -9%
Mariner
22
Mariner
Kansas
$43.2M -$407K -18,042 -1%
RWM
23
RKL Wealth Management
Pennsylvania
$41.6M +$282K +12,525 +0.7%
SFS
24
Summit Financial Strategies
Ohio
$40.4M +$1.72M +76,380 +5%
HWA
25
HHM Wealth Advisors
Tennessee
$39.1M +$1.21M +53,760 +3%