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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
176
Carroll Financial Associates
North Carolina
$854K +$96.9K +5,898 +13%
RCG
177
Ruggie Capital Group
Florida
$850K -$180K -10,965 -18%
OIA
178
OneDigital Investment Advisors
Kansas
$842K -$79.9K -4,866 -9%
BBPWM
179
Blue Bell Private Wealth Management
Pennsylvania
$842K +$30.4K +1,851 +4%
EAM
180
Evanson Asset Management
California
$841K -$212K -12,921 -21%
GIA
181
GHP Investment Advisors
Colorado
$820K +$9.07K +552 +1%
ACM
182
AlphaStar Capital Management
North Carolina
$817K +$105K +6,372 +15%
SMG
183
Smart Money Group
Texas
$816K +$786K +47,844 New
BCI
184
Brinker Capital Investments
Pennsylvania
$773K +$61.6K +3,750 +9%
ML
185
McAdam LLC
Pennsylvania
$766K – – –
GC
186
Gratus Capital
Georgia
$765K +$213K +12,969 +41%
H
187
HoyleCohen
California
$761K +$733K +44,637 New
PA
188
Pinnacle Associates
New York
$735K +$39.6K +2,412 +6%
CA
189
Cetera Advisors
Colorado
$732K +$155K +9,420 +28%
SWM
190
Sequoia Wealth Management
Illinois
$726K +$686K +41,754 New
CPA
191
Clear Perspective Advisors
Illinois
$725K +$288K +17,559 +70%
AMM
192
American Money Management
California
$717K -$7.84K -477 -1%
FNBOMD
193
First National Bank of Mount Dora
Florida
$716K +$690K +42,000 New
GAM
194
Garrison Asset Management
Arkansas
$713K +$14.3K +870 +2%
CIAS
195
Capital Investment Advisory Services
North Carolina
$703K -$34.9K -2,127 -5%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$703K +$5.42K +330 +0.8%
FWM
197
Focused Wealth Management
New York
$694K -$659K -40,128 -50%
ADL
198
Asset Dedication LLC
California
$678K -$46.2K -2,814 -7%
CAM
199
Concorde Asset Management
Michigan
$676K -$643K -39,162 -50%
BWAM
200
Boyd Watterson Asset Management
Ohio
$652K +$301K +18,300 +92%