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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CX Institutional
801
CX Institutional
Indiana
$485K +$517K +20,307 New
RI
802
Ridgewood Investments
New Jersey
$482K – – –
TF
803
Trek Financial
Arizona
$482K +$112K +4,398 +28%
SFM
804
Signet Financial Management
New Jersey
$481K -$23.1K -909 -4%
Advisory Alpha
805
Advisory Alpha
Michigan
$480K -$131K -5,160 -20%
UMB Bank
806
UMB Bank
Missouri
$479K – – –
IEQ Capital
807
IEQ Capital
California
$479K +$233K +9,165 +84%
MCWS
808
McKinley Carter Wealth Services
West Virginia
$468K +$121K +4,770 +32%
IIC
809
Ironwood Investment Counsel
Arizona
$465K -$49.7K -1,953 -9%
CFA
810
Cahill Financial Advisors
Minnesota
$461K +$118K +4,629 +32%
IWS
811
Insight Wealth Strategies
California
$460K +$248K +9,756 +103%
AWM
812
Angeles Wealth Management
California
$460K +$490K +19,248 New
Mather Group
813
Mather Group
Illinois
$459K +$489K +19,242 New
ARC
814
Advisor Resource Council
Texas
$459K +$490K +19,248 New
Raymond James Trust
815
Raymond James Trust
Florida
$458K +$183K +7,200 +60%
RBFC
816
Roman Butler Fullerton & Co
Missouri
$454K +$55.6K +2,184 +13%
CSI
817
Cross Staff Investments
New York
$446K – – –
M&T Bank
818
M&T Bank
New York
$446K +$19.8K +780 +4%
Eaton Vance Management
819
Eaton Vance Management
Massachusetts
$444K -$27.5K -1,080 -5%
BONH
820
Bank of New Hampshire
New Hampshire
$436K +$22.9K +900 +5%
RCM
821
Rain Capital Management
Oregon
$432K -$54.9K -2,160 -11%
RWRC
822
R.W. Roge & Company
New York
$429K -$4.35K -171 -0.9%
Haverford Trust Company
823
Haverford Trust Company
Pennsylvania
$427K – – –
Segall Bryant & Hamill
824
Segall Bryant & Hamill
Illinois
$425K +$12.5K +492 +3%
AFAS
825
Acorn Financial Advisory Services
Virginia
$425K +$94.7K +3,723 +26%