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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1001
Ironwood Investment Counsel
Arizona
$413K -$52.1K -2,082 -11%
PP
1002
Prudential plc
United Kingdom
$413K -$850K -33,990 -67%
FWCM
1003
Ferguson Wellman Capital Management
Oregon
$412K +$75K +3,000 +22%
APWA
1004
Atlas Private Wealth Advisors
New Jersey
$411K -$331K -13,224 -44%
CC
1005
Commons Capital
Massachusetts
$410K +$75 +3 +0%
CWA
1006
CM Wealth Advisors
Ohio
$410K +$433K +17,301 New
SM
1007
Sensible Money
Arizona
$409K -$975 -39 -0.2%
C
1008
Certuity
Florida
$409K +$419K +16,755 New
DWT
1009
Dorsey & Whitney Trust
South Dakota
$408K -$101K -4,029 -19%
WA
1010
Wealth Alliance
New York
$407K +$27.6K +1,104 +7%
KCFA
1011
Key Client Fiduciary Advisors
New Jersey
$407K +$78.1K +3,123 +23%
LC
1012
LCNB Corp
Ohio
$407K +$116K +4,650 +39%
RWP
1013
RWA Wealth Partners
Massachusetts
$405K +$55.9K +2,235 +16%
RI
1014
Ridgewood Investments
New Jersey
$405K – – –
BFC
1015
Bedel Financial Consulting
Indiana
$402K +$150 +6 +0%
STA
1016
Summit Trail Advisors
New York
$402K +$113K +4,536 +38%
BAWC
1017
Boyce & Associates Wealth Consulting
Texas
$401K +$7.42K +297 +2%
IA
1018
Insight Advisors
Pennsylvania
$390K +$400K +16,005 New
SLA
1019
Silver Lake Advisory
Utah
$390K +$400K +15,999 New
Vanguard Personalized Indexing Management
1020
Vanguard Personalized Indexing Management
California
$388K +$12.6K +504 +3%
AA
1021
AlphaQ Advisors
Florida
$387K +$16.2K +648 +4%
TRCT
1022
Tower Research Capital (TRC)
New York
$387K +$294K +11,754 +284%
AP
1023
Adero Partners
California
$386K +$5.25K +210 +1%
IWS
1024
Insight Wealth Strategies
California
$386K +$2.02K +81 +0.5%
SWMG
1025
Sanchez Wealth Management Group
Florida
$386K – – –