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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SVWA
276
Sound View Wealth Advisors
Georgia
$594K +$573K +34,071 New
MWM
277
Meridian Wealth Management
Kentucky
$593K -$8.47K -504 -1%
SGAM
278
Steinberg Global Asset Management
Florida
$590K -$21.6K -1,284 -4%
CBFP
279
Cedar Brook Financial Partners
Ohio
$590K +$335K +19,917 +143%
BCI
280
Brinker Capital Investments
Pennsylvania
$572K -$290K -17,238 -34%
TL
281
TrueWealth LLC
Georgia
$571K – – –
GCA
282
Gradient Capital Advisors
California
$563K -$16K -954 -3%
SHA
283
Seneca House Advisors
Virginia
$563K +$52.5K +3,123 +11%
CWM
284
Cedar Wealth Management
California
$545K +$7.92K +471 +2%
AAS
285
Avantax Advisory Services
Texas
$542K +$105K +6,222 +25%
TIM
286
Total Investment Management
Arizona
$538K -$22.7K -1,347 -4%
DSC
287
Duncker Streett & Co
Missouri
$537K +$27.6K +1,644 +6%
FI
288
FormulaFolio Investments
Michigan
$536K +$187K +11,103 +56%
CFGS
289
Concourse Financial Group Securities
Alabama
$528K +$171K +10,185 +51%
GHA
290
GW Henssler & Associates
Georgia
$523K +$5.2K +309 +1%
CHA
291
Carmichael Hill & Associates
Maryland
$522K -$61.6K -3,663 -11%
SEI Investments
292
SEI Investments
Pennsylvania
$512K -$25.9K -1,539 -5%
CBA
293
Coastal Bridge Advisors
Connecticut
$505K – – –
BCWM
294
Bartlett & Co Wealth Management
Ohio
$503K -$41.2K -2,451 -8%
BC
295
Bartlett & Co
Ohio
$503K -$41.2K -2,451 -8%
MCM
296
Maple Capital Management
Vermont
$499K +$482K +28,659 New
NEGWA
297
New England Guild Wealth Advisors
Connecticut
$491K – – –
JG
298
Jefferies Group
New York
$488K +$102K +6,039 +27%
AA
299
Ancora Advisors
Ohio
$486K +$555 +33 +0.1%
Stifel Financial
300
Stifel Financial
Missouri
$486K +$143K +8,499 +44%