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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
551
Weik Capital Management
Pennsylvania
$365K +$82.1K +4,050 +31%
MAS
552
Madden Advisory Services
Florida
$360K – – –
Renaissance Technologies
553
Renaissance Technologies
New York
$359K +$341K +16,800 New
IWM
554
IHT Wealth Management
Illinois
$349K +$331K +16,335 New
WP
555
WealthShield Partners
North Carolina
$344K +$59.9K +2,952 +22%
WFA
556
West Financial Advisors
Iowa
$343K +$325K +16,047 New
Vanguard Personalized Indexing Management
557
Vanguard Personalized Indexing Management
California
$341K – – –
OF
558
Outfitter Financial
Maine
$339K +$321K +15,840 New
SWMG
559
Sanchez Wealth Management Group
Florida
$338K – – –
SBH
560
Segall Bryant & Hamill
Illinois
$338K +$16.3K +804 +5%
NSAM
561
North Star Asset Management
Wisconsin
$338K +$321K +15,819 New
SNBOSD
562
Security National Bank of So Dak
Iowa
$336K – – –
CAI
563
Capital Advisors Inc
Oklahoma
$336K +$29.4K +1,449 +10%
GLA
564
Good Life Advisors
Pennsylvania
$333K -$2.25K -111 -0.7%
EI
565
Ellevest Inc
New York
$331K +$13.5K +666 +4%
SEP
566
Southland Equity Partners
Missouri
$330K +$313K +15,414 New
GI
567
Gradient Investments
Minnesota
$329K – – –
MGIA
568
Moneta Group Investment Advisors
Missouri
$325K +$13.4K +663 +5%
BAM
569
Barrett Asset Management
New York
$324K – – –
CCA
570
Checchi Capital Advisers
California
$321K – – –
KFGK
571
Keystone Financial Group (Kentucky)
Kentucky
$321K +$54.2K +2,673 +22%
AWA
572
Arete Wealth Advisors
Illinois
$319K +$307K +15,132 New
EIP
573
Ellis Investment Partners
Pennsylvania
$317K +$2.8K +138 +0.9%
SWM
574
Soundmark Wealth Management
Washington
$315K +$298K +14,718 New
IFWM
575
Institute for Wealth Management
Colorado
$314K +$22.1K +1,089 +8%