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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UB
1151
UMB Bank
Missouri
$257K +$28.3K +1,185 +13%
CFS
1152
Cannon Financial Strategists
Georgia
$257K +$253K +10,599 New
I
1153
INVST
Indiana
$256K +$253K +10,569 New
MFC
1154
Morris Financial Concepts
South Carolina
$255K – – –
MWA
1155
Meridian Wealth Advisors
Texas
$254K – – –
TC
1156
Tenret Company
Florida
$253K -$9.75K -408 -4%
DIP
1157
DT Investment Partners
Pennsylvania
$252K -$72 -3 -0%
WPA
1158
West Paces Advisors
Georgia
$251K +$215 +9 +0.1%
AIM
1159
Aspen Investment Management
Michigan
$251K +$16.1K +675 +7%
Kayne Anderson Rudnick Investment Management
1160
Kayne Anderson Rudnick Investment Management
California
$251K +$185K +7,755 +297%
BFA
1161
Bragg Financial Advisors
North Carolina
$249K -$72 -3 -0%
DC
1162
Darrow Company
Massachusetts
$248K – – –
HAC
1163
Harbor Advisory Corp
New Hampshire
$248K -$15.9K -666 -6%
LFG
1164
Lockerman Financial Group
California
$247K +$2.29K +96 +0.9%
KFA
1165
Kelleher Financial Advisors
New York
$245K – – –
MF
1166
Manchester Financial
California
$244K – – –
FA
1167
Fermata Advisors
California
$244K -$1.11M -46,401 -82%
GT
1168
Greenleaf Trust
Michigan
$244K – – –
WA
1169
Waterford Advisors
New York
$242K – – –
SM
1170
Sensible Money
Arizona
$240K -$164K -6,873 -41%
SNBOSCI
1171
Security National Bank of Sioux City Iowa
Iowa
$239K +$236K +9,870 New
MFGM
1172
Marshall Financial Group (Maryland)
Maryland
$237K -$3.01M -126,030 -93%
BWFA
1173
Baltimore-Washington Financial Advisors
Maryland
$237K +$7.6K +318 +3%
RWRC
1174
R.W. Roge & Company
New York
$237K – – –
BA
1175
Bridge Advisory
California
$236K +$932 +39 +0.4%