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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
201
Wealthspire Advisors (Maryland)
Maryland
$77K -$4.83K -342 -6%
BWA
202
Burt Wealth Advisors
Maryland
$74K +$68.8K +4,875 +1,178%
JIC
203
Joel Isaacson & Co
New York
$68K – – –
CDIA
204
Capital Directions Investment Advisors
Georgia
$62K +$339 +24 +0.5%
BlackRock
205
BlackRock
New York
$62K +$8.64K +612 +16%
SIG
206
Stanford Investment Group
California
$56K – – –
HNB
207
Huntington National Bank
Ohio
$54K – – –
SSB
208
Sandy Spring Bank
Maryland
$53K – – –
HDIM
209
Hanson & Doremus Investment Management
Vermont
$49K – – –
WA
210
Winfield Associates
Ohio
$47K – – –
WEC
211
Winslow Evans & Crocker
Massachusetts
$46.5K +$24.3K +1,722 +109%
JCM
212
Jacobi Capital Management
Pennsylvania
$44K – – –
RCA
213
Rowland Carmichael Advisors
Arizona
$41K -$212 -15 -0.5%
FANJ
214
Financial Architects (New Jersey)
New Jersey
$40K -$1.99K -141 -5%
WIC
215
Woodmont Investment Counsel
Tennessee
$39K +$39.4K +2,790 New
AssetMark Inc
216
AssetMark Inc
California
$29K -$5K -354 -15%
Chevy Chase Trust
217
Chevy Chase Trust
Maryland
$25K -$1.99K -141 -7%
MWP
218
MYCIO Wealth Partners
Pennsylvania
$25K +$42 +3 +0.2%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$21K – – –
TWA
220
TCI Wealth Advisors
Arizona
$21K – – –
LAM
221
Lebenthal Asset Management
New York
$17K +$16.6K +1,173 New
GT
222
Glenmede Trust
Pennsylvania
$17K +$17.4K +1,230 New
RBC
223
Roble Belko & Company
Pennsylvania
$16K -$805 -57 -5%
FPFS
224
First Personal Financial Services
North Carolina
$16K – – –
GBBWRPM
225
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$16K +$16.6K +1,179 New