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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
801
Signet Financial Management
New Jersey
$481K -$23.1K -909 -4%
AA
802
Advisory Alpha
Michigan
$480K -$131K -5,160 -20%
UB
803
UMB Bank
Missouri
$479K
IC
804
IEQ Capital
California
$479K +$233K +9,165 +84%
MCWS
805
McKinley Carter Wealth Services
West Virginia
$468K +$121K +4,770 +32%
IIC
806
Ironwood Investment Counsel
Arizona
$465K -$49.7K -1,953 -9%
CFA
807
Cahill Financial Advisors
Minnesota
$461K +$118K +4,629 +32%
IWS
808
Insight Wealth Strategies
California
$460K +$248K +9,756 +103%
AWM
809
Angeles Wealth Management
California
$460K +$490K +19,248 New
MG
810
Mather Group
Illinois
$459K +$489K +19,242 New
ARC
811
Advisor Resource Council
Texas
$459K +$490K +19,248 New
RJT
812
Raymond James Trust
Florida
$458K +$183K +7,200 +60%
RBFC
813
Roman Butler Fullerton & Co
Missouri
$454K +$55.6K +2,184 +13%
CSI
814
Cross Staff Investments
New York
$446K
M&T Bank
815
M&T Bank
New York
$446K +$19.8K +780 +4%
EVM
816
Eaton Vance Management
Massachusetts
$444K -$27.5K -1,080 -5%
BONH
817
Bank of New Hampshire
New Hampshire
$436K +$22.9K +900 +5%
RCM
818
Rain Capital Management
Oregon
$432K -$54.9K -2,160 -11%
RWRC
819
R.W. Roge & Company
New York
$429K -$4.35K -171 -0.9%
HTC
820
Haverford Trust Company
Pennsylvania
$427K
SBH
821
Segall Bryant & Hamill
Illinois
$425K +$12.5K +492 +3%
AFAS
822
Acorn Financial Advisory Services
Virginia
$425K +$94.7K +3,723 +26%
JIC
823
Joel Isaacson & Co
New York
$420K +$2.6K +102 +0.6%
MW
824
MBL Wealth
North Carolina
$418K -$95.4K -3,750 -18%
HKIM
825
Hayek Kallen Investment Management
Alabama
$416K -$28.6K -1,125 -6%