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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSTAM
726
Wilbanks Smith & Thomas Asset Management
Virginia
$520K +$857 +33 +0.2%
CSI
727
Cross Staff Investments
New York
$517K +$498K +19,176 New
SWM
728
Soundmark Wealth Management
Washington
$516K -$18.2K -702 -4%
OFP
729
OLIO Financial Planning
Virginia
$511K +$493K +18,975 New
LWM
730
Lyell Wealth Management
California
$510K +$492K +18,930 New
Renaissance Technologies
731
Renaissance Technologies
New York
$509K -$1.31M -50,400 -73%
UB
732
UMB Bank
Missouri
$509K +$490K +18,873 New
AWM
733
Aevitas Wealth Management
Massachusetts
$508K +$42.2K +1,626 +9%
ETIA
734
Epic Trust Investment Advisors
Washington
$496K +$478K +18,405 New
MFG
735
Merit Financial Group
Georgia
$492K -$8.34K -321 -2%
AC
736
Alley Company
Illinois
$490K -$6.16K -237 -1%
HKIM
737
Hayek Kallen Investment Management
Alabama
$490K +$472K +18,186 New
PTC
738
Private Trust Company
Ohio
$487K +$44.2K +1,701 +10%
RWRC
739
R.W. Roge & Company
New York
$486K -$25.2K -969 -5%
WS
740
Wedbush Securities
California
$486K +$164K +6,294 +54%
GLA
741
Good Life Advisors
Pennsylvania
$484K -$6.47K -249 -1%
HTC
742
Haverford Trust Company
Pennsylvania
$482K
CCP
743
Clarkston Capital Partners
Michigan
$482K +$390 +15 +0.1%
MSA
744
Marino Stram & Associates
Massachusetts
$481K -$9.82K -378 -2%
LAIC
745
Lederer & Associates Investment Counsel
California
$478K +$7.4K +285 +2%
AWM
746
Aprio Wealth Management
Georgia
$474K -$35.4K -1,362 -7%
B
747
Bridgeworth
Alabama
$473K +$456K +17,553 New
FWM
748
FFT Wealth Management
Pennsylvania
$470K
FHA
749
First Horizon Advisors
Tennessee
$469K -$8.26K -318 -2%
MWP
750
Madison Wealth Partners
Wisconsin
$469K