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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMC
326
First Merchants Corp
Indiana
$436K +$149K +8,457 +52%
KWM
327
Kingsview Wealth Management
Oregon
$435K -$787K -44,748 -65%
AUB
328
Atlantic Union Bankshares
Virginia
$435K -$325K -18,465 -43%
GLA
329
Good Life Advisors
Pennsylvania
$433K – – –
Cerity Partners
330
Cerity Partners
New York
$430K +$427K +24,258 New
PWM
331
Paulson Wealth Management
Illinois
$429K – – –
BIM
332
Baldwin Investment Management
Pennsylvania
$422K – – –
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$421K -$6.07K -345 -1%
BCA
334
Bay Colony Advisors
Massachusetts
$410K +$73.9K +4,200 +22%
NEPWA
335
New England Private Wealth Advisors
Massachusetts
$407K +$9.97K +567 +3%
OWP
336
Obermeyer Wealth Partners
Colorado
$402K +$399K +22,707 New
BCWM
337
Blue Chip Wealth Management
Florida
$401K – – –
SA
338
Strategic Advisors
New York
$399K -$5.7K -324 -1%
Fidelity Investments
339
Fidelity Investments
Massachusetts
$398K -$9.13K -519 -2%
WCM
340
Windham Capital Management
Massachusetts
$398K – – –
AC
341
Alley Company
Illinois
$394K +$10K +570 +3%
LRPA
342
L. Roy Papp & Associates
Arizona
$393K +$104K +5,940 +36%
SBH
343
Segall Bryant & Hamill
Illinois
$390K +$21.4K +1,215 +6%
HIC
344
Holderness Investments Company
North Carolina
$382K +$3.69K +210 +1%
CMBA
345
C.M. Bidwell & Associates
Hawaii
$381K +$106K +6,000 +39%
EWF
346
Epstein & White Financial
California
$378K – – –
TIA
347
Traphagen Investment Advisors
New Jersey
$376K +$211 +12 +0.1%
CGL
348
Clarius Group LLC
Washington
$374K +$99.4K +5,649 +36%
RRWA
349
Rainey & Randall Wealth Advisors
Florida
$372K – – –
SBIA
350
Sheaff Brock Investment Advisors
Indiana
$370K – – –