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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
726
Zacks Investment Management
Illinois
$532K +$75.4K +2,904 +17%
EWM
727
EPG Wealth Management
Georgia
$525K +$1.09K +42 +0.2%
SG
728
StoneX Group
New York
$525K +$25.3K +972 +5%
TF
729
Trek Financial
Arizona
$522K -$62.3K -2,400 -11%
WSTAM
730
Wilbanks Smith & Thomas Asset Management
Virginia
$520K +$857 +33 +0.2%
CSI
731
Cross Staff Investments
New York
$517K +$498K +19,176 New
SWM
732
Soundmark Wealth Management
Washington
$516K -$18.2K -702 -4%
OFP
733
OLIO Financial Planning
Virginia
$511K +$493K +18,975 New
LWM
734
Lyell Wealth Management
California
$510K +$492K +18,930 New
Renaissance Technologies
735
Renaissance Technologies
New York
$509K -$1.31M -50,400 -73%
UB
736
UMB Bank
Missouri
$509K +$490K +18,873 New
AWM
737
Aevitas Wealth Management
Massachusetts
$508K +$42.2K +1,626 +9%
ETIA
738
Epic Trust Investment Advisors
Washington
$496K +$478K +18,405 New
MFG
739
Merit Financial Group
Georgia
$492K -$8.34K -321 -2%
AC
740
Alley Company
Illinois
$490K -$6.16K -237 -1%
HKIM
741
Hayek Kallen Investment Management
Alabama
$490K +$472K +18,186 New
PTC
742
Private Trust Company
Ohio
$487K +$44.2K +1,701 +10%
RWRC
743
R.W. Roge & Company
New York
$486K -$25.2K -969 -5%
WS
744
Wedbush Securities
California
$486K +$164K +6,294 +54%
GLA
745
Good Life Advisors
Pennsylvania
$484K -$6.47K -249 -1%
HTC
746
Haverford Trust Company
Pennsylvania
$482K – – –
CCP
747
Clarkston Capital Partners
Michigan
$482K +$390 +15 +0.1%
MSA
748
Marino Stram & Associates
Massachusetts
$481K -$9.82K -378 -2%
LAIC
749
Lederer & Associates Investment Counsel
California
$478K +$7.4K +285 +2%
AWM
750
Aprio Wealth Management
Georgia
$474K -$35.4K -1,362 -7%