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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JG
501
Jefferies Group
New York
$484K
HIM
502
HawsGoodwin Investment Management
Tennessee
$482K
KCM
503
Kanawha Capital Management
Virginia
$481K
WCM
504
Windham Capital Management
Massachusetts
$481K
SFM
505
Signet Financial Management
New Jersey
$481K +$8.27K +408 +2%
SB
506
Strategic Blueprint
Georgia
$477K -$8.64K -426 -2%
CCA
507
Cobblestone Capital Advisors
New York
$472K +$139K +6,834 +45%
AA
508
Ancora Advisors
Ohio
$471K +$669 +33 +0.2%
CT
509
Caldwell Trust
Florida
$462K -$4.99K -246 -1%
WWM
510
Windsor Wealth Management
Indiana
$457K +$107K +5,259 +33%
EWM
511
EPG Wealth Management
Georgia
$452K +$973 +48 +0.2%
SAM
512
SignalPoint Asset Management
Missouri
$451K -$4.62K -228 -1%
BRWA
513
B. Riley Wealth Advisors
Florida
$444K -$248K -12,246 -37%
RP
514
Rowlandmiller & Partners
Georgia
$444K +$421K +20,760 New
NFC
515
Northeast Financial Consultants
Connecticut
$443K +$420K +20,736 New
LRPA
516
L. Roy Papp & Associates
Arizona
$439K -$18.9K -930 -4%
BFC
517
Bedel Financial Consulting
Indiana
$439K +$182 +9 +0%
WCM
518
Whitener Capital Management
North Carolina
$432K +$10.2K +501 +3%
RWRC
519
R.W. Roge & Company
New York
$430K -$42.6K -2,103 -9%
CAMG
520
CWA Asset Management Group
Florida
$428K +$3.47K +171 +0.9%
Bessemer Group
521
Bessemer Group
New Jersey
$427K +$399K +19,662 +6,554%
SIAG
522
Signet Investment Advisory Group
Rhode Island
$419K +$397K +19,575 New
SFA
523
Seneca Financial Advisors
New York
$419K +$397K +19,587 New
SS
524
Sunbelt Securities
Texas
$417K +$395K +19,497 New
VFA
525
Valeo Financial Advisors
Indiana
$415K +$271K +13,374 +222%