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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Garrison Asset Management
Arkansas
$660K -$24.6K -1,440 -3%
CIBC Private Wealth Group
202
CIBC Private Wealth Group
Georgia
$656K -$18.7K -1,095 -3%
RCG
203
Ruggie Capital Group
Florida
$654K -$167K -9,780 -20%
CAM
204
Concorde Asset Management
Michigan
$652K +$3.38K +198 +0.5%
Cetera Investment Advisers
205
Cetera Investment Advisers
Illinois
$648K +$370K +21,708 +121%
SHA
206
Seneca House Advisors
Virginia
$632K +$58.1K +3,405 +10%
BWAM
207
Boyd Watterson Asset Management
Ohio
$625K – – –
SA
208
Strategic Advisors
New York
$607K +$6.8K +399 +1%
VIA
209
Vantage Investment Advisors
Pennsylvania
$605K +$98.9K +5,799 +19%
LWAC
210
Laurel Wealth Advisors (California)
California
$594K +$620K +36,378 New
HSA
211
HBK Sorce Advisory
Pennsylvania
$583K +$106K +6,198 +21%
MWM
212
Meridian Wealth Management
Kentucky
$569K +$8.24K +483 +1%
SSWM
213
Sheets Smith Wealth Management
North Carolina
$563K +$588K +34,461 New
JFA
214
JNBA Financial Advisors
Minnesota
$562K +$134K +7,857 +30%
JP Morgan Chase
215
JP Morgan Chase
New York
$556K -$306K -17,973 -35%
GCA
216
Gradient Capital Advisors
California
$553K +$3.22K +189 +0.6%
TFA
217
Toth Financial Advisory
Virginia
$551K -$74.6K -4,374 -11%
EWM
218
Edge Wealth Management
New York
$550K +$13.8K +807 +2%
TL
219
TrueWealth LLC
Georgia
$535K – – –
YWP
220
YorkBridge Wealth Partners
New York
$529K -$31.1K -1,824 -5%
MCP
221
Martin Capital Partners
Oregon
$521K +$52K +3,048 +11%
JSL
222
JT Stratford LLC
Georgia
$508K +$154K +9,060 +41%
BCWM
223
Bartlett & Co Wealth Management
Ohio
$507K +$529K +31,035 New
BC
224
Bartlett & Co
Ohio
$507K – – –
FMWA
225
Forvis Mazars Wealth Advisors
Missouri
$503K – – –