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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
376
Mengis Capital Management
Oregon
$305K -$7.92K -450 -3%
RG
377
Rikoon Group
New Mexico
$305K – – –
RWA
378
River Wealth Advisors
Pennsylvania
$300K +$4.12K +234 +1%
SWM
379
Segment Wealth Management
Texas
$300K +$67.1K +3,816 +29%
SW
380
SVB Wealth
Massachusetts
$299K +$297K +16,878 New
AWM
381
Apollon Wealth Management
South Carolina
$298K -$108K -6,123 -27%
FM
382
Foster & Motley
Ohio
$294K -$605K -34,377 -67%
BCMO
383
Buckingham Capital Management (Ohio)
Ohio
$293K -$28.3K -1,608 -9%
SAM
384
SignalPoint Asset Management
Missouri
$293K +$22.6K +1,284 +8%
AF
385
Alerus Financial
North Dakota
$292K – – –
CCA
386
Cobblestone Capital Advisors
New York
$291K – – –
RPGK
387
Retirement Planning Group (Kansas)
Kansas
$291K – – –
DI
388
DFPG Investments
Utah
$290K +$53 +3 +0%
IIC
389
Ironwood Investment Counsel
Arizona
$290K +$81K +4,608 +39%
MA
390
MUFG Americas
New York
$283K +$136K +7,758 +94%
BAM
391
Barrett Asset Management
New York
$281K -$36.9K -2,100 -12%
Prudential Financial
392
Prudential Financial
New Jersey
$281K +$280K +15,900 New
SWMG
393
Sanchez Wealth Management Group
Florida
$280K – – –
MSA
394
Marino Stram & Associates
Massachusetts
$278K -$1.48K -84 -0.5%
HWA
395
Heritage Wealth Advisors
Virginia
$270K +$268K +15,237 New
FFC
396
First Financial Corp
Indiana
$262K +$51.2K +2,910 +25%
Betterment LLC
397
Betterment LLC
New York
$260K +$28.6K +1,626 +12%
CWM
398
Confluence Wealth Management
Oregon
$257K – – –
WCM
399
Weik Capital Management
Pennsylvania
$257K +$14K +795 +6%
WSTAM
400
Wilbanks Smith & Thomas Asset Management
Virginia
$254K -$34.4K -1,956 -12%