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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
$1.39B +$122M +5,143,557 +9%
Creative Planning
2
Creative Planning
Kansas
$693M -$2.45M -103,356 -0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$242M +$8.49M +358,143 +3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$165M +$151M +6,391,224 +678%
MGIA
5
Moneta Group Investment Advisors
Missouri
$125M +$6.94M +292,842 +6%
PCIA
6
Prime Capital Investment Advisors
Kansas
$116M -$2.76M -116,691 -2%
UBS Group
7
UBS Group
Switzerland
$109M -$294K -12,420 -0.3%
AA
8
Advisory Alpha
Michigan
$100M +$7.65M +322,908 +8%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$92.8M +$622K +26,259 +0.6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$86M +$2.08M +87,642 +2%
Cerity Partners
11
Cerity Partners
New York
$79.7M -$3.12M -131,508 -4%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$68.8M +$905K +38,214 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$66.9M +$789K +33,285 +1%
JFG
14
JMG Financial Group
Illinois
$64.2M -$1.2M -50,520 -2%
Ameriprise
15
Ameriprise
Minnesota
$52.8M +$7.92M +334,200 +17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$51.2M -$7.12M -300,432 -12%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$50.6M +$16.9M +711,555 +47%
LPL Financial
18
LPL Financial
California
$49.9M +$2.28M +96,153 +5%
HSA
19
HBK Sorce Advisory
Pennsylvania
$49.4M +$1.11M +46,800 +2%
Mariner
20
Mariner
Kansas
$45.6M +$4.66M +196,647 +11%
OIA
21
OneDigital Investment Advisors
Kansas
$41.4M -$3.64M -153,711 -8%
BBA
22
BLB&B Advisors
Pennsylvania
$41M -$2.07M -87,468 -5%
RWM
23
RKL Wealth Management
Pennsylvania
$39.9M +$208K +8,760 +0.5%
SFS
24
Summit Financial Strategies
Ohio
$39.7M +$1.25M +52,575 +3%
BPA
25
Beacon Pointe Advisors
California
$39.1M +$6.74M +284,307 +20%