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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
826
Peterson Wealth Management
Nevada
$271K +$757 +22 +0.3%
MIP
827
Marietta Investment Partners
Wisconsin
$269K +$3.96K +115 +2%
EWM
828
Evercore Wealth Management
New York
$267K -$2.58K -75 -1%
RBCM
829
Raub Brock Capital Management
California
$267K -$164K -4,768 -40%
PAM
830
Peak Asset Management
Colorado
$266K +$248K +7,212 New
AMIM
831
Aull & Monroe Investment Management
Alabama
$265K +$516 +15 +0.2%
FD
832
Financial Designs
California
$262K
LFS
833
Legacy Financial Strategies
Kansas
$262K +$3.27K +95 +1%
OC
834
Optima Capital
Oregon
$262K
WAS
835
Westco Advisory Services
New York
$262K
RWM
836
Revisor Wealth Management
Ohio
$261K +$138 +4 +0.1%
TWM
837
Topsail Wealth Management
North Carolina
$261K
HI
838
Human Investing
Oregon
$258K -$7.92K -230 -3%
HIC
839
Hartline Investment Corp
Illinois
$257K
Vanguard Advisers Inc
840
Vanguard Advisers Inc
Pennsylvania
$256K +$57.1K +1,659 +31%
VA
841
VestGen Advisors
Illinois
$255K -$186K -5,400 -44%
SC
842
SouthState Corp
Florida
$255K +$207 +6 +0.1%
CICC
843
Capital Investment Counsel (Colorado)
Colorado
$254K
CIC
844
Carnegie Investment Counsel
Ohio
$253K +$237K +6,874 New
OAM
845
Oppenheimer Asset Management
New York
$253K +$551 +16 +0.2%
GCM
846
Glaxis Capital Management
Florida
$253K
HGWM
847
Horst & Graben Wealth Management
Oregon
$252K -$33.2K -964 -12%
FWCM
848
Ferguson Wellman Capital Management
Oregon
$252K
JIC
849
Joel Isaacson & Co
New York
$250K +$275 +8 +0.1%
FMN
850
Financial Management Network
California
$250K +$723 +21 +0.3%