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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$17.9B +$549K +19,268 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.65B -$524M -18,386,364 -24%
Creative Planning
3
Creative Planning
Kansas
$792M -$25.6M -897,199 -3%
HighTower Advisors
4
HighTower Advisors
Illinois
$279M +$8.62M +302,577 +3%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$210M +$13.4M +469,572 +7%
MGIA
6
Moneta Group Investment Advisors
Missouri
$207M -$401M -14,071,316 -65%
Cerity Partners
7
Cerity Partners
New York
$186M -$2.28M -80,015 -1%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$169M -$1.08M -37,866 -0.6%
AA
9
Advisory Alpha
Michigan
$158M -$2.58M -90,561 -2%
UBS Group
10
UBS Group
Switzerland
$120M -$3.3M -115,796 -3%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$116M +$1.54M +54,185 +1%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$92.7M +$376K +13,207 +0.4%
RDIA
13
RE Dickinson Investment Advisors
Iowa
$82.6M -$231K -8,108 -3%
JFG
14
JMG Financial Group
Illinois
$79.9M -$871K -30,566 -1%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$71.8M +$9.45M +331,819 +15%
Raymond James Financial
16
Raymond James Financial
Florida
$67.1M +$68.9M +2,419,750 New
Mariner
17
Mariner
Kansas
$59.9M +$1.17M +41,063 +2%
Ameriprise
18
Ameriprise
Minnesota
$58.9M -$2.23M -78,128 -4%
PCIA
19
Prime Capital Investment Advisors
Kansas
$57.9M -$2.55M -89,392 -4%
SFS
20
Summit Financial Strategies
Ohio
$53.8M -$955K -33,507 -2%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$49.6M -$1.9M -66,629 -4%
AWMS
22
Advocacy Wealth Management Services
Georgia
$46.2M +$12.2M +428,448 +35%
BPA
23
Beacon Pointe Advisors
California
$45.5M -$1.61M -56,445 -3%
LPL Financial
24
LPL Financial
California
$45.2M +$322K +11,286 +0.7%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$44.4M -$109M -3,828,795 -71%