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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
151
Wealthspire Advisors (Maryland)
Maryland
$124K -$9.62K -759 -8%
CTC
152
Central Trust Company
Missouri
$114K -$7.61K -600 -7%
Creative Planning
153
Creative Planning
Kansas
$111K +$8.94K +705 +9%
JWA
154
JFS Wealth Advisors
Pennsylvania
$104K +$97.7K +7,707 +10,276%
MWP
155
MYCIO Wealth Partners
Pennsylvania
$103K +$76 +6 +0.1%
EWM
156
Evercore Wealth Management
New York
$100K
IA
157
IFP Advisors
Florida
$97K -$1.62M -128,076 -96%
MWM
158
MinichMacGregor Wealth Management
New York
$93K +$26.2K +2,070 +42%
WRM
159
Westport Resources Management
Connecticut
$87K -$19K -1,500 -19%
FNBT
160
FineMark National Bank & Trust
Florida
$80K +$19K +1,500 +33%
JIC
161
Joel Isaacson & Co
New York
$64K
CDIA
162
Capital Directions Investment Advisors
Georgia
$58K +$380 +30 +0.7%
SIG
163
Stanford Investment Group
California
$53K -$776K -61,191 -94%
JP Morgan Chase
164
JP Morgan Chase
New York
$52K +$49.1K +3,870 New
HNB
165
Huntington National Bank
Ohio
$51K
SSB
166
Sandy Spring Bank
Maryland
$50K
DSC
167
Duncker Streett & Co
Missouri
$48K +$45.6K +3,600 New
HDIM
168
Hanson & Doremus Investment Management
Vermont
$47K
WA
169
Winfield Associates
Ohio
$44K
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$41K
RCA
171
Rowland Carmichael Advisors
Arizona
$39K +$37.5K +2,955 New
WIC
172
Woodmont Investment Counsel
Tennessee
$37K
FANJ
173
Financial Architects (New Jersey)
New Jersey
$37K +$35.3K +2,781 New
SIM
174
Sonora Investment Management
Arizona
$36.3K +$34.3K +2,703 New
AssetMark Inc
175
AssetMark Inc
California
$33K -$9.36K -738 -23%