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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$13.6M -$214K -8,961 -2%
Prudential Financial
227
Prudential Financial
New Jersey
$13.6M -$3.13M -131,460 -20%
MOS
228
MGO One Seven
Ohio
$13.6M -$1.02M -42,600 -7%
CAM
229
Cozad Asset Management
Illinois
$13.5M +$121K +5,067 +1%
PCM
230
Presidio Capital Management
California
$13.4M +$734K +30,798 +6%
LWM
231
LongView Wealth Management
Georgia
$13.4M +$12.5M +526,521 New
MWA
232
MFA Wealth Advisors
Pennsylvania
$13.3M +$140K +5,883 +1%
FNC
233
First National Corp
Massachusetts
$13.3M -$963K -40,431 -7%
MCB
234
Morton Community Bank
Illinois
$13.3M +$12.5M +522,723 New
SCP
235
Shorepoint Capital Partners
Massachusetts
$13.3M -$218K -9,132 -2%
PAG
236
Powers Advisory Group
Illinois
$13.2M +$771K +32,340 +7%
MCM
237
Mendel Capital Management
Arkansas
$13.1M +$108K +4,512 +0.9%
CT
238
Cambridge Trust
Massachusetts
$13M -$351K -14,721 -3%
SGI
239
Summit Global Investments
Utah
$13M -$176K -7,386 -1%
TAM
240
Titleist Asset Management
Texas
$12.9M -$327K -13,734 -3%
IWM
241
IHT Wealth Management
Illinois
$12.9M -$331K -13,887 -3%
Goldman Sachs
242
Goldman Sachs
New York
$12.7M -$2.35M -98,604 -16%
UCFA
243
United Capital Financial Advisors
Texas
$12.7M -$12.1M -508,680 -50%
WFS
244
Weitzel Financial Services
Iowa
$12.5M +$199K +8,355 +2%
SHFP
245
Second Half Financial Partners
Florida
$12.5M +$4.3M +180,459 +58%
TFS
246
Thoroughbred Financial Services
Tennessee
$12.2M -$1.12M -46,902 -9%
SPC
247
Sigma Planning Corp
Michigan
$12.2M -$16.5M -693,855 -59%
DP
248
Denver PWM
Colorado
$12.2M -$334K -14,013 -3%
CBFP
249
Cedar Brook Financial Partners
Ohio
$12.2M -$365K -15,300 -3%
PWM
250
Perigon Wealth Management
California
$12.1M +$197K +8,247 +2%