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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FNBOMD
251
First National Bank of Mount Dora
Florida
$921K
GAM
252
Garrison Asset Management
Arkansas
$912K -$73.5K -4,104 -8%
BW
253
Bison Wealth
Georgia
$911K +$1.56K +87 +0.2%
VCAM
254
Van Cleef Asset Management
Ohio
$904K -$45.1K -2,520 -5%
AUB
255
Atlantic Union Bankshares
Virginia
$859K +$401K +22,401 +91%
EWM
256
Edge Wealth Management
New York
$857K -$3.92K -219 -0.5%
JP Morgan Chase
257
JP Morgan Chase
New York
$855K -$89.7K -5,010 -10%
IAS
258
IMA Advisory Services
Colorado
$855K -$50.2K -2,805 -6%
TW
259
Transform Wealth
Colorado
$850K -$3.65K -204 -0.4%
Millennium Management
260
Millennium Management
New York
$841K +$620K +34,632 +302%
HWM
261
Highwater Wealth Management
Colorado
$840K +$348K +19,449 +73%
BWAM
262
Boyd Watterson Asset Management
Ohio
$837K +$79.2K +4,425 +11%
FANJ
263
Financial Architects (New Jersey)
New Jersey
$834K +$743K +41,508 +1,002%
AAS
264
Avantax Advisory Services
Texas
$823K +$55.7K +3,114 +7%
MCM
265
Maple Capital Management
Vermont
$812K +$103K +5,775 +15%
GVAG
266
Great Valley Advisor Group
Delaware
$804K -$39.4K -2,199 -5%
Chevy Chase Trust
267
Chevy Chase Trust
Maryland
$797K -$26.2K -1,464 -3%
SP
268
SWS Partners
Ohio
$793K -$191K -10,656 -20%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$782K +$250K +13,944 +48%
BC
270
Bartlett & Co
Ohio
$782K +$250K +13,944 +48%
CIAS
271
Capital Investment Advisory Services
North Carolina
$774K -$22.3K -1,245 -3%
WWM
272
WT Wealth Management
Arizona
$767K +$752K +42,030 New
GHA
273
GW Henssler & Associates
Georgia
$759K +$170K +9,474 +30%
MMHP
274
Murphy Middleton Hinkle & Parker
Georgia
$743K +$16.9K +945 +2%
SMG
275
Smart Money Group
Texas
$741K -$22.1K -1,236 -3%