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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
901
Sandy Spring Bank
Maryland
$328K +$219 +9 +0.1%
BKA
902
Brick & Kyle Associates
Pennsylvania
$322K +$583 +24 +0.2%
RWP
903
RWA Wealth Partners
Massachusetts
$321K -$36.1K -1,485 -9%
SP
904
Successful Portfolios
Florida
$320K -$13.2K -543 -4%
VFA
905
Valeo Financial Advisors
Indiana
$318K -$1.17K -48 -0.3%
IWP
906
Insight Wealth Partners
Texas
$318K – – –
FFA
907
Founders Financial Alliance
North Carolina
$315K -$49.7K -2,046 -13%
SWA
908
Sutton Wealth Advisors
Florida
$315K – – –
RIL
909
Rothschild Investment LLC
Illinois
$314K +$82.7K +3,405 +32%
JCM
910
Jacobi Capital Management
Pennsylvania
$313K -$7.22K -297 -2%
First Manhattan
911
First Manhattan
New York
$312K – – –
CHJWM
912
Carlton Hofferkamp & Jenks Wealth Management
Texas
$309K -$93.3K -3,840 -22%
WFA
913
West Financial Advisors
Iowa
$309K -$9.84K -405 -3%
AIM
914
Acropolis Investment Management
Missouri
$308K +$31K +1,275 +10%
FWCM
915
Ferguson Wellman Capital Management
Oregon
$305K -$46.4K -1,908 -12%
CL
916
Choreo LLC
Illinois
$302K +$146 +6 +0%
SPWM
917
Schrum Private Wealth Management
Florida
$301K +$85.4K +3,516 +35%
FLPIM
918
F.L. Putnam Investment Management
Massachusetts
$300K -$12.5K -513 -4%
ONSWM
919
Old North State Wealth Management
North Carolina
$298K +$2.99K +123 +0.9%
GHA
920
GW Henssler & Associates
Georgia
$298K -$39.1K -1,608 -11%
MHR
921
Matthew Hamilton Rosenberg
$293K +$6.78K +279 +2%
DWM
922
Destination Wealth Management
California
$290K -$49.2K -2,025 -13%
CWM
923
Castle Wealth Management
Florida
$285K -$8.16K -336 -3%
DY
924
Dowling & Yahnke
California
$283K – – –
HWA
925
Heritage Wealth Advisors
Virginia
$282K – – –