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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
376
Segment Wealth Management
Texas
$300K +$67.1K +3,816 +29%
SW
377
SVB Wealth
Massachusetts
$299K +$297K +16,878 New
AWM
378
Apollon Wealth Management
South Carolina
$298K -$108K -6,123 -27%
FM
379
Foster & Motley
Ohio
$294K -$605K -34,377 -67%
BCMO
380
Buckingham Capital Management (Ohio)
Ohio
$293K -$28.3K -1,608 -9%
SAM
381
SignalPoint Asset Management
Missouri
$293K +$22.6K +1,284 +8%
AF
382
Alerus Financial
North Dakota
$292K
CCA
383
Cobblestone Capital Advisors
New York
$291K
RPGK
384
Retirement Planning Group (Kansas)
Kansas
$291K
DI
385
DFPG Investments
Utah
$290K +$53 +3 +0%
IIC
386
Ironwood Investment Counsel
Arizona
$290K +$81K +4,608 +39%
MA
387
MUFG Americas
New York
$283K +$136K +7,758 +94%
BAM
388
Barrett Asset Management
New York
$281K -$36.9K -2,100 -12%
Prudential Financial
389
Prudential Financial
New Jersey
$281K +$280K +15,900 New
SWMG
390
Sanchez Wealth Management Group
Florida
$280K
MSA
391
Marino Stram & Associates
Massachusetts
$278K -$1.48K -84 -0.5%
HWA
392
Heritage Wealth Advisors
Virginia
$270K +$268K +15,237 New
FFC
393
First Financial Corp
Indiana
$262K +$51.2K +2,910 +25%
Betterment LLC
394
Betterment LLC
New York
$260K +$28.6K +1,626 +12%
CWM
395
Confluence Wealth Management
Oregon
$257K
WCM
396
Weik Capital Management
Pennsylvania
$257K +$14K +795 +6%
WSTAM
397
Wilbanks Smith & Thomas Asset Management
Virginia
$254K -$34.4K -1,956 -12%
S
398
SignatureFD
Georgia
$249K -$229K -13,023 -48%
LBC
399
Lowe Brockenbrough & Co
Virginia
$249K
SWA
400
Sutton Wealth Advisors
Florida
$245K