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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
251
Chevy Chase Trust
Maryland
$776K -$543K -32,301 -43%
CIBC Private Wealth Group
252
CIBC Private Wealth Group
Georgia
$772K -$936K -55,659 -56%
CIAS
253
Capital Investment Advisory Services
North Carolina
$760K -$4.94K -294 -0.7%
JIC
254
Johnson Investment Counsel
Ohio
$760K +$377K +22,443 +106%
AUB
255
Atlantic Union Bankshares
Virginia
$751K +$366K +21,768 +102%
RWM
256
Rench Wealth Management
Texas
$746K -$19.3K -1,146 -3%
SMG
257
Smart Money Group
Texas
$731K +$8.17K +486 +1%
Vanguard Capital Wealth Advisors
258
Vanguard Capital Wealth Advisors
Colorado
$727K +$154K +9,174 +28%
BWAM
259
Boyd Watterson Asset Management
Ohio
$722K +$53.7K +3,195 +8%
MCP
260
Martin Capital Partners
Oregon
$710K -$165K -9,834 -19%
JP Morgan Chase
261
JP Morgan Chase
New York
$688K -$192K -11,400 -22%
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
$688K -$94.5K -5,619 -12%
TFGT
263
TS Financial Group (TSFG)
Illinois
$686K +$662K +39,351 New
MMHP
264
Murphy Middleton Hinkle & Parker
Georgia
$680K -$6.41K -381 -1%
CAM
265
Concorde Asset Management
Michigan
$679K -$656 -39 -0.1%
HSA
266
HBK Sorce Advisory
Pennsylvania
$671K +$89K +5,292 +16%
WF
267
Welch & Forbes
Massachusetts
$668K
MAFM
268
Mid Atlantic Financial Management
Pennsylvania
$659K +$92.5K +5,499 +17%
YWP
269
YorkBridge Wealth Partners
New York
$639K -$22.7K -1,347 -4%
GC
270
Gratus Capital
Georgia
$629K -$486K -28,920 -44%
MA
271
MONECO Advisors
Connecticut
$617K +$3.48K +207 +0.6%
GWA
272
Guidant Wealth Advisors
Illinois
$615K +$593K +35,262 New
CW
273
CreativeOne Wealth
Kansas
$602K +$25.8K +1,533 +5%
SVWA
274
Sound View Wealth Advisors
Georgia
$594K +$573K +34,071 New
MWM
275
Meridian Wealth Management
Kentucky
$593K -$8.47K -504 -1%