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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
1601
Almanack Investment Partners
Pennsylvania
$329K +$325K +10,710 New
VFG
1602
Valley Financial Group
Pennsylvania
$328K -$37.9K -1,250 -10%
FSWA
1603
Financial Synergies Wealth Advisors
Texas
$328K +$16.4K +539 +5%
BSTWA
1604
Blake Schutter Theil Wealth Advisors
Ohio
$324K +$1.64K +54 +0.5%
RCAG
1605
Rehmann Capital Advisory Group
Michigan
$324K -$177K -5,844 -36%
SC
1606
SouthState Corp
Florida
$324K -$1.1M -36,107 -77%
PNC
1607
Park National Corp
Ohio
$324K +$320K +10,546 New
MFC
1608
Morris Financial Concepts
South Carolina
$324K – – –
FPCG
1609
Forum Private Client Group
Indiana
$323K +$73.9K +2,435 +30%
DAM
1610
Delta Asset Management
Tennessee
$322K – – –
LTL
1611
Lowery Thomas LLC
California
$322K +$31.4K +1,036 +11%
MSCM
1612
McElhenny Sheffield Capital Management
Texas
$320K -$13.7K -450 -4%
WWM
1613
Wolff Wiese Magana
California
$318K +$14.3K +470 +5%
JHCP
1614
Jackson Hole Capital Partners
Oklahoma
$318K – – –
AFGAS
1615
Allegiance Financial Group Advisory Services
Virginia
$318K +$314K +10,360 New
CWM
1616
Collaborative Wealth Management
Florida
$317K -$932K -30,735 -75%
PSB
1617
Piscataqua Savings Bank
New Hampshire
$317K +$313K +10,318 New
RBCM
1618
Raub Brock Capital Management
California
$316K +$2.61K +86 +0.8%
CCA
1619
Conservest Capital Advisors
Pennsylvania
$314K -$549K -18,100 -64%
TPW
1620
Tiller Private Wealth
Pennsylvania
$314K -$60.7K -2,000 -16%
DWA
1621
Davis Wealth Advisors
New Hampshire
$313K +$182 +6 +0.1%
MIA
1622
MeadowBrook Investment Advisors
Michigan
$312K +$9.86K +325 +3%
Invesco
1623
Invesco
Georgia
$312K +$309K +10,176 New
LAS
1624
Legacy Advisory Services
Pennsylvania
$312K +$308K +10,158 New
CAG
1625
Centerpoint Advisory Group
Kansas
$312K – – –