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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
501
Vestmark Advisory Solutions
Massachusetts
$2.14M +$256K +10,548 +12%
JIC
502
Johnson Investment Counsel
Ohio
$2.13M +$461K +18,978 +25%
GIA
503
Guyasuta Investment Advisors
Pennsylvania
$2.12M
RCWM
504
Royal Capital Wealth Management
Indiana
$2.12M +$159K +6,558 +7%
CIA
505
Capital Investment Advisors
Georgia
$2.11M -$12.1K -498 -0.5%
FWM
506
Fortress Wealth Management
California
$2.09M +$66.8K +2,748 +3%
WF
507
Welch & Forbes
Massachusetts
$2.09M
OFP
508
OLIO Financial Planning
Virginia
$2.07M +$661K +27,210 +41%
MCA
509
MSH Capital Advisors
Arizona
$2.07M +$280K +11,508 +14%
PAG
510
Private Advisory Group
Washington
$2.07M +$2.27M +93,453 New
CIC
511
Cutler Investment Counsel
Oregon
$2.06M +$91.5K +3,768 +4%
ZIG
512
Zullo Investment Group
Pennsylvania
$2.06M +$117K +4,821 +5%
EIA
513
Eldridge Investment Advisors
New Hampshire
$2.04M -$275K -11,313 -11%
WCM
514
Washburn Capital Management
Florida
$2.02M +$2.22M +91,365 New
LFA
515
Legacy Financial Advisors
Kentucky
$2.02M +$2.22M +91,317 New
MCM
516
Maple Capital Management
Vermont
$2.01M +$68.1K +2,805 +4%
TFA
517
Transamerica Financial Advisors
Florida
$2.01M -$196K -8,085 -8%
AC
518
Abbrea Capital
California
$2.01M +$59.3K +2,442 +3%
US Bancorp
519
US Bancorp
Minnesota
$1.99M +$83.9K +3,453 +4%
DAS
520
Dynamic Advisor Solutions
Arizona
$1.99M +$262K +10,779 +14%
PWM
521
Perigon Wealth Management
California
$1.97M +$88.1K +3,627 +4%
BWM
522
BerganKDV Wealth Management
Minnesota
$1.97M -$274K -11,292 -11%
SFS
523
Sowell Financial Services
Arkansas
$1.95M +$2.14M +88,143 New
TC
524
Trust Company
Kansas
$1.93M +$36.9K +1,518 +2%
SHFP
525
Second Half Financial Partners
Florida
$1.92M -$39.2K -1,614 -2%