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Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
826
Contravisory Investment Management
Massachusetts
$274K -$398K -11,568 -61%
CST
827
Charles Schwab Trust
Nevada
$274K – – –
AWM
828
Act Wealth Management
Texas
$272K +$103 +3 +0%
PWM
829
Peterson Wealth Management
Nevada
$271K +$757 +22 +0.3%
MIP
830
Marietta Investment Partners
Wisconsin
$269K +$3.96K +115 +2%
EWM
831
Evercore Wealth Management
New York
$267K -$2.58K -75 -1%
RBCM
832
Raub Brock Capital Management
California
$267K -$164K -4,768 -40%
PAM
833
Peak Asset Management
Colorado
$266K +$248K +7,212 New
AMIM
834
Aull & Monroe Investment Management
Alabama
$265K +$516 +15 +0.2%
FD
835
Financial Designs
California
$262K – – –
LFS
836
Legacy Financial Strategies
Kansas
$262K +$3.27K +95 +1%
OC
837
Optima Capital
Oregon
$262K – – –
WAS
838
Westco Advisory Services
New York
$262K – – –
RWM
839
Revisor Wealth Management
Ohio
$261K +$138 +4 +0.1%
TWM
840
Topsail Wealth Management
North Carolina
$261K – – –
HI
841
Human Investing
Oregon
$258K -$7.92K -230 -3%
HIC
842
Hartline Investment Corp
Illinois
$257K – – –
Vanguard Advisers Inc
843
Vanguard Advisers Inc
Pennsylvania
$256K +$57.1K +1,659 +31%
VA
844
VestGen Advisors
Illinois
$255K -$186K -5,400 -44%
SC
845
SouthState Corp
Florida
$255K +$207 +6 +0.1%
CICC
846
Capital Investment Counsel (Colorado)
Colorado
$254K – – –
CIC
847
Carnegie Investment Counsel
Ohio
$253K +$237K +6,874 New
OAM
848
Oppenheimer Asset Management
New York
$253K +$551 +16 +0.2%
GCM
849
Glaxis Capital Management
Florida
$253K – – –
HGWM
850
Horst & Graben Wealth Management
Oregon
$252K -$33.2K -964 -12%