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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
$1.59B +$44.1M +1,924,482 +3%
Creative Planning
2
Creative Planning
Kansas
$773M +$1.77M +77,373 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$274M +$4.08M +177,903 +2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$165M -$17.5M -763,611 -10%
MGIA
5
Moneta Group Investment Advisors
Missouri
$150M +$10.6M +462,186 +8%
Cerity Partners
6
Cerity Partners
New York
$145M +$1.22B +53,298,330 +1,509%
PCIA
7
Prime Capital Investment Advisors
Kansas
$129M +$400K +17,460 +0.3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$120M +$21.7M +948,126 +25%
UBS Group
9
UBS Group
Switzerland
$118M -$2.57M -112,311 -2%
AA
10
Advisory Alpha
Michigan
$115M +$3.26M +142,245 +3%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$106M +$2.08M +90,723 +2%
JFG
12
JMG Financial Group
Illinois
$75.6M +$3.74M +163,137 +6%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$72M -$4.1M -179,007 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$55.4M -$1.46M -63,576 -3%
LPL Financial
15
LPL Financial
California
$53.1M -$2.28M -99,690 -5%
Ameriprise
16
Ameriprise
Minnesota
$51.9M -$6.26M -273,057 -12%
Mariner
17
Mariner
Kansas
$51.1M +$302K +13,173 +0.7%
Morgan Stanley
18
Morgan Stanley
New York
$51.1M +$23.6M +1,029,468 +102%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$47.9M -$24.2M -1,057,761 -36%
SFS
20
Summit Financial Strategies
Ohio
$45.7M +$1.45M +63,090 +4%
RWM
21
RKL Wealth Management
Pennsylvania
$44.2M -$122K -5,322 -0.3%
BPA
22
Beacon Pointe Advisors
California
$43M -$473K -20,643 -1%
BBA
23
BLB&B Advisors
Pennsylvania
$42.4M -$2.97M -129,822 -7%
HWA
24
HHM Wealth Advisors
Tennessee
$41.7M -$1.38M -60,243 -3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$39.2M -$284K -12,378 -0.8%