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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMM
301
Stadion Money Management
Georgia
$977K
PCG
302
Private Capital Group
Connecticut
$975K +$54.2K +3,210 +6%
CA
303
CapWealth Advisors
Tennessee
$963K -$279K -16,509 -23%
CIBC Private Wealth Group
304
CIBC Private Wealth Group
Georgia
$962K -$992K -58,755 -51%
MCP
305
Mirador Capital Partners
California
$958K -$134K -7,905 -12%
BFA
306
Beaumont Financial Advisors
Massachusetts
$935K +$243K +14,415 +36%
IFG
307
Independent Financial Group
California
$934K +$9.27K +549 +1%
GCA
308
Genesee Capital Advisors
New York
$930K +$15.8K +933 +2%
GAM
309
Garrison Asset Management
Arkansas
$908K -$595K -35,205 -40%
AWM
310
Adams Wealth Management
Utah
$892K -$281K -16,638 -24%
ACA
311
Atlas Capital Advisors
Wyoming
$884K -$31.5K -1,863 -4%
SFSG
312
Stearns Financial Services Group
North Carolina
$879K -$7.04K -417 -0.8%
RC
313
RegentAtlantic Capital
New Jersey
$867K -$1.93M -114,432 -69%
RWM
314
RKL Wealth Management
Pennsylvania
$863K +$760 +45 +0.1%
SFA
315
Sequoia Financial Advisors
Ohio
$850K +$251K +14,847 +43%
SWRP
316
Summit Wealth & Retirement Planning
California
$849K -$182K -10,770 -18%
SFSIG
317
San Francisco Sentry Investment Group
California
$844K +$80.2K +4,746 +11%
DTC
318
Davidson Trust Company
Washington
$843K -$43.7K -2,586 -5%
NFG
319
Next Financial Group
Texas
$837K +$3.29K +195 +0.4%
SMG
320
Smart Money Group
Texas
$833K +$23K +1,362 +3%
SFG
321
StrategIQ Financial Group
Indiana
$825K
PNC Financial Services Group
322
PNC Financial Services Group
Pennsylvania
$822K -$163K -9,669 -17%
PCWA
323
Pacific Capital Wealth Advisors
California
$810K +$197K +11,685 +33%
Jane Street
324
Jane Street
New York
$809K +$792K +46,872 New
JP Morgan Chase
325
JP Morgan Chase
New York
$803K -$33.6K -1,992 -4%