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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWF
301
Epstein & White Financial
California
$359K +$2.85K +171 +0.8%
BCWM
302
Blue Chip Wealth Management
Florida
$353K -$31.7K -1,902 -8%
Millennium Management
303
Millennium Management
New York
$351K -$38.2K -2,295 -9%
FI
304
FormulaFolio Investments
Michigan
$347K – – –
PWP
305
Principle Wealth Partners
Connecticut
$347K +$369K +22,140 New
SAM
306
Sawgrass Asset Management
Florida
$345K – – –
TFA
307
Toth Financial Advisory
Virginia
$344K -$33.2K -1,995 -8%
JG
308
Jefferies Group
New York
$344K +$366K +21,975 New
AUB
309
Atlantic Union Bankshares
Virginia
$334K +$146K +8,739 +69%
CCP
310
Clarkston Capital Partners
Michigan
$331K +$2.55K +153 +0.7%
JIC
311
Johnson Investment Counsel
Ohio
$330K +$21.9K +1,314 +7%
SBH
312
Segall Bryant & Hamill
Illinois
$327K – – –
NFG
313
Nadler Financial Group
Illinois
$326K – – –
SBIA
314
Sheaff Brock Investment Advisors
Indiana
$326K +$2.5K +150 +0.7%
AC
315
Alley Company
Illinois
$321K +$5.05K +303 +1%
RRWA
316
Rainey & Randall Wealth Advisors
Florida
$320K – – –
PA
317
Parallel Advisors
California
$320K +$36.8K +2,208 +12%
BCP
318
Blue Chip Partners
Michigan
$320K +$341K +20,460 New
SB
319
Suntrust Banks
Georgia
$318K -$47.4K -2,847 -12%
MGIA
320
Moneta Group Investment Advisors
Missouri
$316K +$336K +20,184 New
FC
321
Fulcrum Capital
Washington
$315K -$109K -6,540 -25%
CFGS
322
Concourse Financial Group Securities
Alabama
$315K +$336K +20,139 New
EI
323
Ellevest Inc
New York
$315K +$336K +20,142 New
BPWA
324
Beacon Pointe Wealth Advisors
California
$310K +$329K +19,758 New
IAA
325
Independent Advisor Alliance
North Carolina
$307K +$306K +18,372 New