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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1301
Clark Asset Management
New Hampshire
$259K – – –
SAG
1302
SageView Advisory Group
California
$257K -$2.34M -90,033 -90%
FAIM
1303
Financial Advocates Investment Management
Washington
$253K -$121K -4,653 -32%
GC
1304
Grimes & Company
Massachusetts
$252K -$12.8K -492 -5%
OC
1305
Oakworth Capital
Alabama
$252K +$230K +8,832 +985%
PAA
1306
Peregrine Asset Advisers
Oregon
$252K +$27.3K +1,050 +12%
CP
1307
Creekside Partners
California
$251K +$252K +9,672 New
Russell Investments Group
1308
Russell Investments Group
United Kingdom
$250K +$186K +7,164 +287%
SIM
1309
Studio Investment Management
Illinois
$250K +$72.2K +2,772 +42%
SFP
1310
Strategic Financial Partners
Oregon
$249K – – –
LSIA
1311
LaSalle St. Investment Advisors
Illinois
$249K -$83.6K -3,210 -25%
VWM
1312
Vigilare Wealth Management
Arizona
$249K -$5.08K -195 -2%
RBCM
1313
Raub Brock Capital Management
California
$248K – – –
OWA
1314
Outlook Wealth Advisors
Texas
$247K +$14.1K +540 +6%
WAS
1315
WESPAC Advisors SoCal
California
$246K +$21.5K +825 +9%
MSG
1316
Main Street Group
Virginia
$246K +$547 +21 +0.2%
KA
1317
Klingman & Associates
New York
$245K – – –
SIC
1318
Samalin Investment Counsel
New York
$245K -$78 -3 -0%
FSWA
1319
Financial Synergies Wealth Advisors
Texas
$244K +$8.2K +315 +3%
CB
1320
CNB Bank
Pennsylvania
$243K -$10.4K -399 -4%
GT
1321
Glenmede Trust
Pennsylvania
$243K +$34K +1,305 +16%
ERIC
1322
Eagle Rock Investment Company
Georgia
$242K +$20K +768 +9%
PCFFS
1323
Pacific Center for Financial Services
California
$241K – – –
STA
1324
Summit Trail Advisors
New York
$239K – – –
CWM
1325
Concentric Wealth Management
California
$238K – – –