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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
726
Cooper Financial Group
California
$655K +$50.1K +1,971 +8%
CT
727
Caldwell Trust
Florida
$654K +$190K +7,479 +38%
WCM
728
Weik Capital Management
Pennsylvania
$654K +$39.7K +1,560 +6%
AWM
729
Aprio Wealth Management
Georgia
$652K -$12.4K -486 -2%
MCP
730
Martin Capital Partners
Oregon
$650K +$17.9K +702 +3%
Personal Capital Advisors
731
Personal Capital Advisors
California
$642K +$82.1K +3,228 +14%
Wedbush Securities
732
Wedbush Securities
California
$639K +$68.2K +2,679 +11%
MHS
733
M Holdings Securities
Oregon
$639K +$150K +5,889 +28%
HIC
734
Holderness Investments Company
North Carolina
$635K +$19.6K +771 +3%
IFWM
735
Institute for Wealth Management
Colorado
$629K -$54K -2,121 -7%
IC
736
Intersect Capital
California
$629K – – –
RP
737
Rowlandmiller & Partners
Georgia
$625K – – –
JWM
738
Jackson Wealth Management
Florida
$621K -$1.1M -43,278 -62%
CCP
739
Clarkston Capital Partners
Michigan
$621K -$27K -1,062 -4%
MGO One Seven
740
MGO One Seven
Ohio
$620K +$210K +8,259 +47%
OIM
741
Opus Investment Management
Massachusetts
$618K -$10.8M -423,300 -94%
BDFN
742
Bond & Devick Financial Network
Minnesota
$618K +$91K +3,579 +16%
OMIC
743
Old Mission Investment Co
Michigan
$617K -$58.9K -2,316 -8%
BFA
744
Beacon Financial Advisory
Ohio
$611K – – –
CA
745
Centerpoint Advisors
Massachusetts
$609K +$455K +17,901 +235%
LAIC
746
Lederer & Associates Investment Counsel
California
$608K +$197K +7,725 +44%
SG
747
StoneX Group
New York
$608K +$68.4K +2,688 +12%
BFG
748
Bouchey Financial Group
New York
$606K -$2.06K -81 -0.3%
Millennium Management
749
Millennium Management
New York
$599K -$1.22M -47,841 -66%
WKWM
750
Walter & Keenan Wealth Management
Indiana
$593K +$64.9K +2,550 +11%