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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
$1.54B -$17.7M -636,187 -1%
Creative Planning
2
Creative Planning
Kansas
$758M +$9.03M +324,254 +1%
HighTower Advisors
3
HighTower Advisors
Illinois
$263M -$1M -36,016 -0.4%
MGIA
4
Moneta Group Investment Advisors
Missouri
$232M +$38.5M +1,384,076 +19%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$215M +$17.2M +616,733 +8%
AA
6
Advisory Alpha
Michigan
$191M +$44.1M +1,581,924 +28%
Cerity Partners
7
Cerity Partners
New York
$181M +$5.4M +193,939 +3%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$155M -$5.18M -185,855 -3%
UBS Group
9
UBS Group
Switzerland
$135M +$22.5M +806,243 +19%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$110M +$641K +23,009 +0.6%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$78.6M -$9.59M -344,266 -10%
PCIA
12
Prime Capital Investment Advisors
Kansas
$77.9M +$24.6M +882,107 +42%
JFG
13
JMG Financial Group
Illinois
$75.3M -$186K -6,676 -0.2%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$64.3M -$3.89M -139,695 -5%
Raymond James Financial
15
Raymond James Financial
Florida
$63.3M -$118K -4,228 -0.2%
Mariner
16
Mariner
Kansas
$57.3M +$737K +26,475 +1%
SFS
17
Summit Financial Strategies
Ohio
$49.4M -$1.48M -53,314 -3%
Ameriprise
18
Ameriprise
Minnesota
$47.7M -$8.56M -307,210 -14%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$47.5M -$2.08M -74,795 -4%
WA
20
Waverly Advisors
Alabama
$47.3M +$37.5M +1,346,564 +293%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$43.4M +$10.3M +368,908 +29%
LPL Financial
22
LPL Financial
California
$43.2M +$518K +18,602 +1%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$42.1M +$177K +6,363 +0.4%
BPA
24
Beacon Pointe Advisors
California
$41.8M -$1.26M -45,127 -3%
Morgan Stanley
25
Morgan Stanley
New York
$41.5M +$14.7M +528,703 +50%