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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
$1.67B +$376M +14,124,093 +22%
Creative Planning
2
Creative Planning
Kansas
$817M -$17.1M -641,712 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$271M +$6.57M +247,095 +3%
MGIA
4
Moneta Group Investment Advisors
Missouri
$199M +$395M +14,860,242 +222%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$197M +$7.13M +268,110 +4%
Cerity Partners
6
Cerity Partners
New York
$188M +$23M +863,811 +15%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$170M -$2.27M -85,308 -1%
AA
8
Advisory Alpha
Michigan
$161M +$7.91M +297,453 +5%
UBS Group
9
UBS Group
Switzerland
$123M -$2.27M -85,224 -2%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$114M +$2.42M +90,882 +2%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$92.3M +$6.88M +258,555 +8%
JFG
12
JMG Financial Group
Illinois
$80.7M +$119K +4,482 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$63.1M -$634K -23,856 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$62.6M -$1.64M -61,782 -3%
PCIA
15
Prime Capital Investment Advisors
Kansas
$60.4M -$3.07M -115,581 -5%
Mariner
16
Mariner
Kansas
$58.7M +$892K +33,525 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$54.8M +$1.16M +43,527 +2%
SFS
18
Summit Financial Strategies
Ohio
$54.7M +$1.25M +47,157 +2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$50.1M +$104M +3,928,551 +262%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$48.5M -$255K -9,600 -0.5%
RWM
21
RKL Wealth Management
Pennsylvania
$47.6M -$1.4M -52,629 -3%
BPA
22
Beacon Pointe Advisors
California
$47M -$2.8M -105,420 -6%
LPL Financial
23
LPL Financial
California
$44.8M +$1.89M +71,034 +5%
GAM
24
Gemmer Asset Management
California
$40.7M +$639K +24,033 +2%
BBA
25
BLB&B Advisors
Pennsylvania
$39.4M -$2.22M -83,370 -6%