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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
901
Obermeyer Wealth Partners
Colorado
$304K
SA
902
Strategic Advisors
New York
$304K +$153 +6 +0%
AIM
903
Acropolis Investment Management
Missouri
$302K +$18.2K +717 +6%
RF
904
RHS Financial
California
$301K -$833K -32,730 -72%
EWP
905
Engrave Wealth Partners
Texas
$300K -$31.6M -1,243,497 -99%
CA
906
Clearstead Advisors
Ohio
$300K -$135K -5,304 -30%
PP
907
Patten & Patten
Tennessee
$300K +$3.05K +120 +1%
SB
908
Simmons Bank
Arkansas
$300K +$36.4K +1,431 +13%
ESB
909
Essex Savings Bank
Connecticut
$299K
SNBOSD
910
Security National Bank of So Dak
Iowa
$299K
Principal Financial Group
911
Principal Financial Group
Iowa
$298K -$10.2K -402 -3%
AIC
912
Argus Investors Counsel
New York
$296K
WA
913
Wealth Alliance
New York
$295K +$315K +12,372 New
CA
914
Crewe Advisors
Utah
$294K +$278K +10,917 +779%
AFG
915
Alterity Financial Group
Maine
$292K +$311K +12,228 New
NWMG
916
National Wealth Management Group
Ohio
$288K +$307K +12,075 New
JCM
917
J2 Capital Management
Michigan
$287K +$305K +12,000 New
LWA
918
LWS Wealth Advisors
New Jersey
$286K +$2.98K +117 +1%
KFGK
919
Keystone Financial Group (Kentucky)
Kentucky
$285K -$118K -4,626 -28%
PP
920
PDS Planning
Ohio
$285K +$2.75K +108 +0.9%
GT
921
Glenmede Trust
Pennsylvania
$284K +$186K +7,317 +158%
SNBOSCI
922
Security National Bank of Sioux City Iowa
Iowa
$281K
FA
923
Fiducient Advisors
Illinois
$281K +$299K +11,760 New
WI
924
WBI Investments
New Jersey
$281K +$304K +11,964 New
Marshall Wace
925
Marshall Wace
United Kingdom
$280K -$6.45M -253,566 -96%