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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
551
Madden Advisory Services
Florida
$360K
Renaissance Technologies
552
Renaissance Technologies
New York
$359K +$341K +16,800 New
IWM
553
IHT Wealth Management
Illinois
$349K +$331K +16,335 New
WP
554
WealthShield Partners
North Carolina
$344K +$59.9K +2,952 +22%
WFA
555
West Financial Advisors
Iowa
$343K +$325K +16,047 New
Vanguard Personalized Indexing Management
556
Vanguard Personalized Indexing Management
California
$341K
OF
557
Outfitter Financial
Maine
$339K +$321K +15,840 New
SWMG
558
Sanchez Wealth Management Group
Florida
$338K
SBH
559
Segall Bryant & Hamill
Illinois
$338K +$16.3K +804 +5%
NSAM
560
North Star Asset Management
Wisconsin
$338K +$321K +15,819 New
SNBOSD
561
Security National Bank of So Dak
Iowa
$336K
CAI
562
Capital Advisors Inc
Oklahoma
$336K +$29.4K +1,449 +10%
GLA
563
Good Life Advisors
Pennsylvania
$333K -$2.25K -111 -0.7%
EI
564
Ellevest Inc
New York
$331K +$13.5K +666 +4%
SEP
565
Southland Equity Partners
Missouri
$330K +$313K +15,414 New
GI
566
Gradient Investments
Minnesota
$329K
MGIA
567
Moneta Group Investment Advisors
Missouri
$325K +$13.4K +663 +5%
BAM
568
Barrett Asset Management
New York
$324K
CCA
569
Checchi Capital Advisers
California
$321K
KFGK
570
Keystone Financial Group (Kentucky)
Kentucky
$321K +$54.2K +2,673 +22%
AWA
571
Arete Wealth Advisors
Illinois
$319K +$307K +15,132 New
EIP
572
Ellis Investment Partners
Pennsylvania
$317K +$2.8K +138 +0.9%
SWM
573
Soundmark Wealth Management
Washington
$315K +$298K +14,718 New
IFWM
574
Institute for Wealth Management
Colorado
$314K +$22.1K +1,089 +8%
EWF
575
Epstein & White Financial
California
$305K -$61.6K -3,036 -18%