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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
426
Obermeyer Wealth Partners
Colorado
$398K -$39K -2,082 -9%
AA
427
Ancora Advisors
Ohio
$394K -$13.2K -705 -3%
BC
428
Brio Consultants
California
$392K +$3.54K +189 +0.9%
SLA
429
Silver Lake Advisory
Utah
$390K -$797K -42,543 -68%
BAM
430
Barrett Asset Management
New York
$390K – – –
HIC
431
Holderness Investments Company
North Carolina
$389K -$27.1K -1,446 -7%
LF
432
LifeSteps Financial
California
$389K +$378K +20,169 New
KWM
433
Kingsview Wealth Management
Oregon
$386K -$79.6K -4,248 -18%
BFC
434
Bedel Financial Consulting
Indiana
$386K – – –
Cetera Investment Advisers
435
Cetera Investment Advisers
Illinois
$384K +$41.1K +2,193 +12%
SWM
436
Segment Wealth Management
Texas
$381K +$562 +30 +0.2%
NEPWA
437
New England Private Wealth Advisors
Massachusetts
$376K -$13.4K -714 -4%
CAMG
438
CWA Asset Management Group
Florida
$374K +$5.56K +297 +2%
OCM
439
Orser Capital Management
Texas
$373K – – –
MSR
440
Main Street Research
Connecticut
$373K +$362K +19,299 New
CCP
441
Clarkston Capital Partners
Michigan
$365K -$19.6K -1,047 -5%
SAM
442
SignalPoint Asset Management
Missouri
$361K +$10.9K +582 +3%
SL
443
Salomon & Ludwin
Virginia
$359K – – –
SAM
444
Sawgrass Asset Management
Florida
$352K -$163K -8,685 -32%
FM
445
Foster & Motley
Ohio
$351K -$9.55K -510 -3%
QAM
446
QCI Asset Management
New York
$348K – – –
DW
447
Domani Wealth
Pennsylvania
$346K +$336K +17,925 New
3C
448
361 Capital
Colorado
$343K -$113K -6,048 -25%
CONA
449
Capital One National Association
New York
$343K +$333K +17,787 New
DSC
450
Duncker Streett & Co
Missouri
$337K -$309K -16,521 -49%