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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
226
Weaver Consulting Group
California
$1.01M – – –
SMM
227
Stadion Money Management
Georgia
$1M +$996K +56,646 New
PA
228
Pinnacle Associates
New York
$975K +$72.8K +4,140 +8%
CF
229
Centaurus Financial
California
$975K +$106K +6,027 +12%
WWM
230
Western Wealth Management
Colorado
$968K -$59.1K -3,360 -6%
SFSG
231
Stearns Financial Services Group
North Carolina
$968K -$32.4K -1,842 -3%
GAM
232
Garrison Asset Management
Arkansas
$956K +$70.2K +3,990 +8%
MAM
233
Marquette Asset Management
Minnesota
$956K +$104K +5,904 +12%
EAM
234
Evanson Asset Management
California
$945K – – –
FHA
235
Flagship Harbor Advisors
Massachusetts
$943K +$71.9K +4,089 +8%
SP
236
SWS Partners
Ohio
$941K +$922K +52,428 New
ACA
237
Atlas Capital Advisors
Wyoming
$935K +$930K +52,851 New
SFG
238
StrategIQ Financial Group
Indiana
$930K -$35.8K -2,037 -4%
VCAM
239
Van Cleef Asset Management
Ohio
$920K +$6.86K +390 +0.8%
PCMC
240
Private Capital Management (Colorado)
Colorado
$918K -$68.5K -3,897 -7%
JP Morgan Chase
241
JP Morgan Chase
New York
$914K +$218K +12,396 +31%
SFSIG
242
San Francisco Sentry Investment Group
California
$892K +$50.7K +2,880 +6%
FNBOMD
243
First National Bank of Mount Dora
Florida
$891K – – –
BW
244
Bison Wealth
Georgia
$881K -$125K -7,089 -12%
CBFP
245
Cedar Brook Financial Partners
Ohio
$880K +$279K +15,852 +47%
IAS
246
IMA Advisory Services
Colorado
$878K -$49.1K -2,793 -5%
LWAC
247
Laurel Wealth Advisors (California)
California
$855K -$59.8K -3,402 -7%
SHA
248
Seneca House Advisors
Virginia
$844K +$261K +14,844 +46%
EWM
249
Edge Wealth Management
New York
$835K -$5.07K -288 -0.6%
US Bancorp
250
US Bancorp
Minnesota
$832K +$512K +29,118 +163%