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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
726
Weik Capital Management
Pennsylvania
$654K +$39.7K +1,560 +6%
AWM
727
Aprio Wealth Management
Georgia
$652K -$12.4K -486 -2%
MCP
728
Martin Capital Partners
Oregon
$650K +$17.9K +702 +3%
PCA
729
Personal Capital Advisors
California
$642K +$82.1K +3,228 +14%
WS
730
Wedbush Securities
California
$639K +$68.2K +2,679 +11%
MHS
731
M Holdings Securities
Oregon
$639K +$150K +5,889 +28%
HIC
732
Holderness Investments Company
North Carolina
$635K +$19.6K +771 +3%
IFWM
733
Institute for Wealth Management
Colorado
$629K -$54K -2,121 -7%
IC
734
Intersect Capital
California
$629K
RP
735
Rowlandmiller & Partners
Georgia
$625K
JWM
736
Jackson Wealth Management
Florida
$621K -$1.1M -43,278 -62%
CCP
737
Clarkston Capital Partners
Michigan
$621K -$27K -1,062 -4%
MOS
738
MGO One Seven
Ohio
$620K +$210K +8,259 +47%
OIM
739
Opus Investment Management
Massachusetts
$618K -$10.8M -423,300 -94%
BDFN
740
Bond & Devick Financial Network
Minnesota
$618K +$91K +3,579 +16%
BFA
741
Beacon Financial Advisory
Ohio
$611K
CA
742
Centerpoint Advisors
Massachusetts
$609K +$455K +17,901 +235%
LAIC
743
Lederer & Associates Investment Counsel
California
$608K +$197K +7,725 +44%
SG
744
StoneX Group
New York
$608K +$68.4K +2,688 +12%
BFG
745
Bouchey Financial Group
New York
$606K -$2.06K -81 -0.3%
Millennium Management
746
Millennium Management
New York
$599K -$1.22M -47,841 -66%
WKWM
747
Walter & Keenan Wealth Management
Indiana
$593K +$64.9K +2,550 +11%
MSAM
748
Moloney Securities Asset Management
Missouri
$590K -$1.41M -55,503 -69%
RRWA
749
Rainey & Randall Wealth Advisors
Florida
$584K +$3.28K +129 +0.5%
Squarepoint
750
Squarepoint
New York
$584K +$623K +24,474 New