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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
676
Cordatus Wealth Management
Pennsylvania
$681K +$657K +25,281 New
HIC
677
Holderness Investments Company
North Carolina
$676K +$205K +7,884 +46%
VFA
678
Valeo Financial Advisors
Indiana
$672K +$145K +5,580 +29%
RP
679
Rowlandmiller & Partners
Georgia
$665K +$641K +24,687 New
Squarepoint
680
Squarepoint
New York
$663K +$117K +4,500 +22%
CCA
681
Cobblestone Capital Advisors
New York
$661K +$68.6K +2,640 +12%
BIM
682
Bullseye Investment Management
Ohio
$655K +$631K +24,303 New
RRWA
683
Rainey & Randall Wealth Advisors
Florida
$654K +$2.73K +105 +0.4%
WCM
684
Weik Capital Management
Pennsylvania
$654K +$19.5K +750 +3%
OMIC
685
Old Mission Investment Co
Michigan
$650K +$94.8K +3,648 +18%
GVAG
686
Great Valley Advisor Group
Delaware
$644K +$52.7K +2,028 +9%
TPWA
687
TRUE Private Wealth Advisors
Oregon
$642K -$120K -4,629 -16%
AW
688
ACG Wealth
Georgia
$641K -$440K -16,944 -42%
CA
689
Calton & Associates
Florida
$640K +$138K +5,295 +29%
FFC
690
First Financial Corp
Indiana
$638K +$41.5K +1,596 +7%
VWA
691
V Wealth Advisors
Kansas
$636K +$613K +23,595 New
RWA
692
Redhawk Wealth Advisors
Minnesota
$624K +$225K +8,664 +60%
RRA
693
Round Rock Advisors
Connecticut
$619K -$5.77K -222 -1%
ECM
694
Evergreen Capital Management
Washington
$619K +$1.64K +63 +0.3%
KCM
695
Kanawha Capital Management
Virginia
$619K +$45.4K +1,746 +8%
5L
696
55I LLC
Massachusetts
$619K +$107K +4,137 +22%
CPIA
697
Cornell Pochily Investment Advisors
New York
$617K -$623 -24 -0.1%
SIC
698
Sigma Investment Counselors
Michigan
$614K -$1.32K -51 -0.2%
S
699
SignatureFD
Georgia
$613K +$8.42K +324 +1%
JG
700
Jefferies Group
New York
$610K – – –