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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evercore Wealth Management
New York
$96K – – –
MWM
152
MinichMacGregor Wealth Management
New York
$65K +$63.6K +4,938 New
JIC
153
Joel Isaacson & Co
New York
$62K +$28.9K +2,241 +88%
KCPG
154
Kavar Capital Partners Group
Kansas
$59K -$3.6K -279 -6%
FNBT
155
FineMark National Bank & Trust
Florida
$58K – – –
CDIA
156
Capital Directions Investment Advisors
Georgia
$55K +$55.5K +4,311 New
HNB
157
Huntington National Bank
Ohio
$50K – – –
SSB
158
Sandy Spring Bank
Maryland
$48K – – –
SEI Investments
159
SEI Investments
Pennsylvania
$47K -$27.2K -2,112 -37%
HDIM
160
Hanson & Doremus Investment Management
Vermont
$45K – – –
WA
161
Winfield Associates
Ohio
$42K – – –
AssetMark Inc
162
AssetMark Inc
California
$41K +$36.5K +2,829 +813%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$39K – – –
WIC
164
Woodmont Investment Counsel
Tennessee
$36K – – –
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$30K -$17.5K -1,356 -37%
LIA
166
LS Investment Advisors
Michigan
$23K – – –
FIB
167
First Interstate Bank
Montana
$19K – – –
FPFS
168
First Personal Financial Services
North Carolina
$18K +$39 +3 +0.2%
BlackRock
169
BlackRock
New York
$17K +$17.4K +1,350 New
MFT
170
Moisand Fitzgerald Tamayo
Florida
$14K +$14.4K +1,119 New
MSFP
171
Mark Sheptoff Financial Planning
Connecticut
$13K +$12.6K +975 New
EK
172
Evensky & Katz
Florida
$12K -$1.66K -129 -12%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$11.6K +$11.6K +900 New
BWA
174
Burt Wealth Advisors
Maryland
$10K +$39 +3 +0.4%
WEC
175
Winslow Evans & Crocker
Massachusetts
$8.68K – – –