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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
$1.74B -$25M -837,408 -1%
Creative Planning
2
Creative Planning
Kansas
$915M +$27.1M +908,423 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$329M +$13.7M +459,489 +4%
MGIA
4
Moneta Group Investment Advisors
Missouri
$321M +$19.3M +648,134 +6%
AA
5
Advisory Alpha
Michigan
$251M -$17.5M -587,229 -7%
HighTower Advisors
6
HighTower Advisors
Illinois
$209M -$114M -3,831,682 -36%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$181M +$458K +15,350 +0.3%
Cerity Partners
8
Cerity Partners
New York
$164M +$44.6K +1,495 +0%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$130M +$3.41M +114,417 +3%
Jones Financial Companies
10
Jones Financial Companies
Missouri
$105M +$28.7M +964,123 +38%
JFG
11
JMG Financial Group
Illinois
$94.7M -$2.63M -88,303 -3%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$89.6M +$1.56M +52,432 +2%
Mariner
13
Mariner
Kansas
$66.3M +$1.18M +39,511 +2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$63M +$4.42M +148,197 +8%
LPL Financial
15
LPL Financial
California
$57.7M +$8.48M +284,581 +17%
Raymond James Financial
16
Raymond James Financial
Florida
$54.7M -$1.47M -49,342 -3%
Morgan Stanley
17
Morgan Stanley
New York
$54.5M -$23.5M -788,284 -30%
WA
18
Waverly Advisors
Alabama
$52.4M -$235K -7,897 -0.5%
Corient Private Wealth
19
Corient Private Wealth
Florida
$52.3M +$30M +1,005,552 +137%
PCIA
20
Prime Capital Investment Advisors
Kansas
$49.4M -$9.66M -324,087 -16%
EWA
21
Exencial Wealth Advisors
Oklahoma
$48.8M +$6.77M +227,263 +16%
9FG
22
93 Financial Group
Massachusetts
$48.6M +$48.2M +1,616,678 New
SFS
23
Summit Financial Strategies
Ohio
$47.2M -$4.61M -154,561 -9%
AWMS
24
Advocacy Wealth Management Services
Georgia
$46.9M +$2.58M +86,487 +6%
Ameriprise
25
Ameriprise
Minnesota
$44M -$349K -11,712 -0.8%