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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
826
Sandy Spring Bank
Maryland
$389K +$241K +9,204 +164%
KFI
827
Key Financial Inc
Pennsylvania
$388K
BOM
828
Bank of Marin
California
$387K -$193K -7,383 -33%
AP
829
Adero Partners
California
$387K -$34.4K -1,314 -8%
FWM
830
Finer Wealth Management
Massachusetts
$387K -$31.2K -1,191 -7%
CFA
831
Cahill Financial Advisors
Minnesota
$386K +$384K +14,670 New
ETIA
832
Epic Trust Investment Advisors
Washington
$385K -$99K -3,780 -21%
JCM
833
Jacobi Capital Management
Pennsylvania
$384K +$24.1K +921 +7%
LNWTC
834
Laird Norton Wetherby Trust Company
Washington
$384K +$383K +14,610 New
WFA
835
West Financial Advisors
Iowa
$382K
BIM
836
Bullseye Investment Management
Ohio
$381K -$257K -9,831 -40%
IWP
837
Insight Wealth Partners
Texas
$377K
ES
838
ETF Store
Kansas
$375K -$3.22K -123 -0.8%
AP
839
Appleton Partners
Massachusetts
$375K +$51.1K +1,953 +16%
GW
840
GW & Wade
Massachusetts
$374K +$31.9K +1,218 +9%
SWA
841
Sutton Wealth Advisors
Florida
$374K -$9.74K -372 -3%
AFAS
842
Acorn Financial Advisory Services
Virginia
$372K +$31.6K +1,206 +9%
FFA
843
Founders Financial Alliance
North Carolina
$370K +$8.64K +330 +2%
First Manhattan
844
First Manhattan
New York
$370K +$94.3K +3,600 +34%
OAM
845
Oppenheimer Asset Management
New York
$369K +$19.7K +753 +6%
WCA
846
Westover Capital Advisors
Delaware
$366K +$15K +573 +4%
GGI
847
Godsey & Gibb Inc
Virginia
$362K +$42K +1,605 +13%
WWMSC
848
Wagner Wealth Management (South Carolina)
South Carolina
$362K +$171K +6,516 +90%
TA
849
TruWealth Advisors
Louisiana
$362K +$361K +13,785 New
CL
850
Choreo LLC
Illinois
$358K +$357K +13,620 New