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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
$1.66B +$12M +457,344 +0.7%
Creative Planning
2
Creative Planning
Kansas
$782M -$6.57M -250,998 -0.8%
HighTower Advisors
3
HighTower Advisors
Illinois
$247M -$40.7M -1,553,703 -14%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$178M +$45.1M +1,723,425 +34%
MGIA
5
Moneta Group Investment Advisors
Missouri
$174M +$5.66M +216,237 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$161M -$5.44M -207,822 -3%
Cerity Partners
7
Cerity Partners
New York
$154M -$591K -22,602 -0.4%
AA
8
Advisory Alpha
Michigan
$143M +$9.72M +371,331 +7%
UBS Group
9
UBS Group
Switzerland
$118M -$3.22M -123,141 -3%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$105M -$229K -8,739 -0.2%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$79.7M +$5.03M +192,243 +7%
JFG
12
JMG Financial Group
Illinois
$75.4M -$519K -19,845 -0.7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$60.2M -$670K -25,590 -1%
PCIA
14
Prime Capital Investment Advisors
Kansas
$59.6M -$84.1M -3,215,868 -58%
Ameriprise
15
Ameriprise
Minnesota
$57.8M -$13.6M -518,394 -19%
Mariner
16
Mariner
Kansas
$54.1M +$428K +16,341 +0.8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$50.2M +$782K +29,901 +2%
SFS
18
Summit Financial Strategies
Ohio
$50M +$1.94M +74,124 +4%
BPA
19
Beacon Pointe Advisors
California
$46.8M -$74.7K -2,856 -0.2%
RWM
20
RKL Wealth Management
Pennsylvania
$46M +$6.28K +240 +0%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$45.7M +$3.36M +128,457 +8%
LPL Financial
22
LPL Financial
California
$40.2M -$202K -7,737 -0.5%
BBA
23
BLB&B Advisors
Pennsylvania
$39M -$2.77M -105,720 -7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$38.9M -$674K -25,755 -2%
GAM
25
Gemmer Asset Management
California
$37.5M +$1.27M +48,390 +3%