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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ALWM
976
Andrews Lucia Wealth Management
California
$481K +$3.73K +156 +0.8%
MHR
977
Matthew Hamilton Rosenberg
$480K -$7.1K -297 -1%
RCM
978
Rain Capital Management
Oregon
$479K +$29.6K +1,239 +7%
PP
979
PDS Planning
Ohio
$476K -$36.6K -1,533 -7%
JCM
980
Jacobi Capital Management
Pennsylvania
$472K -$12.6K -528 -3%
BC
981
Brio Consultants
California
$470K -$31.9M -1,336,875 -99%
GGI
982
Godsey & Gibb Inc
Virginia
$470K +$57.3K +2,400 +14%
Bank of New York Mellon
983
Bank of New York Mellon
New York
$470K -$203K -8,511 -30%
PWMA
984
Pension & Wealth Management Advisors
Massachusetts
$470K -$80.5K -3,369 -15%
CA
985
Carson Advisory
Georgia
$467K -$76.6K -3,204 -14%
CIA
986
Covington Investment Advisors
Pennsylvania
$465K +$27K +1,128 +6%
AWM
987
Accurate Wealth Management
Florida
$463K +$452K +18,927 New
Allspring Global Investments
988
Allspring Global Investments
North Carolina
$463K
VHAM
989
Van Hulzen Asset Management
California
$457K +$28.7K +1,200 +7%
Vanguard Personalized Indexing Management
990
Vanguard Personalized Indexing Management
California
$450K +$64.4K +2,694 +17%
IA
991
Insight Advisors
Pennsylvania
$450K +$61.7K +2,583 +16%
CGA
992
Crescent Grove Advisors
Illinois
$448K -$7.1K -297 -2%
WA
993
Wealth Alliance
New York
$442K +$37K +1,548 +9%
VFA
994
Valeo Financial Advisors
Indiana
$439K -$296K -12,408 -41%
SFM
995
Signet Financial Management
New Jersey
$433K -$16.3K -684 -4%
HTC
996
Haverford Trust Company
Pennsylvania
$433K
EWM
997
Executive Wealth Management
Michigan
$430K +$17.1K +714 +4%
S
998
SignatureFD
Georgia
$429K -$10.9K -456 -3%
AFAS
999
Acorn Financial Advisory Services
Virginia
$425K +$3.01K +126 +0.7%
PK
1000
Pflug Koory
Nebraska
$423K