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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
526
Evermay Wealth Management
Virginia
$238K +$219K +10,488 New
CIBC Private Wealth Group
527
CIBC Private Wealth Group
Georgia
$235K +$215K +10,326 New
GG
528
Greenwood Gearhart
Arkansas
$231K +$212K +10,164 New
RBCM
529
Raub Brock Capital Management
California
$230K +$211K +10,113 New
OPS
530
Orion Portfolio Solutions
Nebraska
$228K +$209K +10,041 New
FWP
531
Falcon Wealth Planning
California
$227K +$208K +9,978 New
RJT
532
Raymond James Trust
Florida
$225K -$28.2K -1,353 -12%
MCP
533
Mirador Capital Partners
California
$224K +$205K +9,846 New
AIM
534
Acropolis Investment Management
Missouri
$222K – – –
ODIJL
535
One Day In July LLC
Vermont
$220K +$202K +9,675 New
RFA
536
Reilly Financial Advisors
California
$219K -$3.13K -150 -2%
PWS
537
Peloton Wealth Strategists
Indiana
$218K +$200K +9,579 New
WAS
538
Wealth Advisory Solutions
Indiana
$218K +$200K +9,594 New
SCA
539
STALEY CAPITAL ADVISERS
Pennsylvania
$216K +$199K +9,525 New
KLI
540
Kelman-Lazarov Inc
Tennessee
$215K +$197K +9,456 New
NG
541
NWK Group
California
$214K -$1.94K -93 -1%
PCM
542
Palouse Capital Management
Washington
$212K +$194K +9,318 New
MCCP
543
Mission Creek Capital Partners
California
$211K +$194K +9,282 New
CP
544
Camelot Portfolios
Ohio
$207K +$190K +9,090 New
FNBOMD
545
First National Bank of Mount Dora
Florida
$205K +$188K +9,000 New
NF
546
Nikulski Financial
Iowa
$204K +$187K +8,955 New
NL
547
NWAM LLC
Washington
$204K +$187K +8,985 New
AP
548
Appleton Partners
Massachusetts
$203K +$186K +8,931 New
ACM
549
AlphaStar Capital Management
North Carolina
$201K +$177K +8,478 New
SI
550
Shaker Investments
Ohio
$201K +$184K +8,844 New