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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Chesapeake Wealth Management
Virginia
$1.8M -$225K -8,871 -11%
MA
402
Modus Advisors
Minnesota
$1.79M -$2.13K -84 -0.1%
MIAN
403
Mariner Independent Advisor Network
Kansas
$1.79M +$172K +6,777 +10%
MFGM
404
Marshall Financial Group (Maryland)
Maryland
$1.77M +$118K +4,662 +7%
FC
405
Financial Consulate
Maryland
$1.77M +$84.9K +3,342 +5%
IAIM
406
International Assets Investment Management
Florida
$1.76M -$111K -4,386 -5%
HL
407
HeadInvest LLC
Maine
$1.75M -$39.6K -1,560 -2%
Barclays
408
Barclays
United Kingdom
$1.73M -$2.89M -113,664 -62%
Renaissance Technologies
409
Renaissance Technologies
New York
$1.72M +$1.76M +69,300 New
NGA
410
Naples Global Advisors
Florida
$1.71M +$217K +8,532 +14%
GB
411
Goepper Burkhardt
South Carolina
$1.71M -$17.5K -687 -1%
SW
412
SVB Wealth
Massachusetts
$1.7M +$172K +6,750 +11%
KM
413
Kalos Management
Georgia
$1.7M +$3.35K +132 +0.2%
PA
414
Parallel Advisors
California
$1.7M -$160K -6,282 -8%
WWM
415
Windsor Wealth Management
Indiana
$1.67M +$531K +20,904 +46%
FHA
416
Flagship Harbor Advisors
Massachusetts
$1.67M
Rockefeller Capital Management
417
Rockefeller Capital Management
New York
$1.63M +$1.08M +42,558 +181%
FIA
418
Foundations Investment Advisors
Arizona
$1.62M -$4.88K -192 -0.3%
BCMO
419
Buckingham Capital Management (Ohio)
Ohio
$1.61M -$17.7K -696 -1%
WF
420
Welch & Forbes
Massachusetts
$1.59M
JPLA
421
Joseph P. Lucia & Associates
New York
$1.59M +$492K +19,365 +43%
LDFR
422
Lehman & Derafelo Financial Resources
Pennsylvania
$1.59M -$53.4K -2,100 -3%
OWM
423
Opes Wealth Management
California
$1.58M -$106K -4,185 -6%
NFG
424
Next Financial Group
Texas
$1.57M +$11.5K +453 +0.7%
SWM
425
Stockman Wealth Management
Montana
$1.55M -$679K -26,718 -30%