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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
$1.76B -$36.2M -1,136,116 -2%
Creative Planning
2
Creative Planning
Kansas
$911M -$32M -1,004,432 -3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$360M +$22.5M +705,814 +6%
MGIA
4
Moneta Group Investment Advisors
Missouri
$349M +$19.1M +598,414 +6%
AA
5
Advisory Alpha
Michigan
$221M -$38.3M -1,203,553 -14%
HighTower Advisors
6
HighTower Advisors
Illinois
$211M -$4.5M -141,223 -2%
Cerity Partners
7
Cerity Partners
New York
$171M +$2.32M +72,960 +1%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$145M +$41.3M +1,296,395 +37%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$134M +$30.1K +945 +0%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$107M -$74.2M -2,329,788 -41%
JFG
11
JMG Financial Group
Illinois
$95.3M -$2.2M -69,132 -2%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$92M -$1.82M -57,023 -2%
Mariner
13
Mariner
Kansas
$84.5M +$16.6M +522,927 +24%
UBS Group
14
UBS Group
Switzerland
$71.1M +$42.8M +1,344,668 +141%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$66.2M +$2.09M +65,664 +3%
EWA
16
Exencial Wealth Advisors
Oklahoma
$62.3M +$12.3M +387,282 +24%
LPL Financial
17
LPL Financial
California
$59.7M +$242K +7,597 +0.4%
PCIA
18
Prime Capital Investment Advisors
Kansas
$58M +$7.33M +230,181 +14%
Raymond James Financial
19
Raymond James Financial
Florida
$56.5M +$181K +5,685 +0.3%
WA
20
Waverly Advisors
Alabama
$52.7M -$1.24M -39,004 -2%
Morgan Stanley
21
Morgan Stanley
New York
$52.4M -$3.83M -120,393 -7%
9FG
22
93 Financial Group
Massachusetts
$49M -$1.07M -33,537 -2%
AWMS
23
Advocacy Wealth Management Services
Georgia
$49M +$694K +21,781 +1%
BPA
24
Beacon Pointe Advisors
California
$45.9M +$3.41M +107,212 +8%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$43.8M +$23M +723,462 +105%