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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
201
Ruggie Capital Group
Florida
$654K -$167K -9,780 -20%
CAM
202
Concorde Asset Management
Michigan
$652K +$3.38K +198 +0.5%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$648K +$370K +21,708 +121%
SHA
204
Seneca House Advisors
Virginia
$632K +$58.1K +3,405 +10%
BWAM
205
Boyd Watterson Asset Management
Ohio
$625K
SA
206
Strategic Advisors
New York
$607K +$6.8K +399 +1%
VIA
207
Vantage Investment Advisors
Pennsylvania
$605K +$98.9K +5,799 +19%
LWAC
208
Laurel Wealth Advisors (California)
California
$594K +$620K +36,378 New
HSA
209
HBK Sorce Advisory
Pennsylvania
$583K +$106K +6,198 +21%
MWM
210
Meridian Wealth Management
Kentucky
$569K +$8.24K +483 +1%
SSWM
211
Sheets Smith Wealth Management
North Carolina
$563K +$588K +34,461 New
JFA
212
JNBA Financial Advisors
Minnesota
$562K +$134K +7,857 +30%
JP Morgan Chase
213
JP Morgan Chase
New York
$556K -$306K -17,973 -35%
GCA
214
Gradient Capital Advisors
California
$553K +$3.22K +189 +0.6%
TFA
215
Toth Financial Advisory
Virginia
$551K -$74.6K -4,374 -11%
EWM
216
Edge Wealth Management
New York
$550K +$13.8K +807 +2%
TL
217
TrueWealth LLC
Georgia
$535K
YWP
218
YorkBridge Wealth Partners
New York
$529K -$31.1K -1,824 -5%
MCP
219
Martin Capital Partners
Oregon
$521K +$52K +3,048 +11%
JSL
220
JT Stratford LLC
Georgia
$508K +$154K +9,060 +41%
BCWM
221
Bartlett & Co Wealth Management
Ohio
$507K +$529K +31,035 New
BC
222
Bartlett & Co
Ohio
$507K
FMWA
223
Forvis Mazars Wealth Advisors
Missouri
$503K
MMHP
224
Murphy Middleton Hinkle & Parker
Georgia
$498K +$153 +9 +0%
CHA
225
Carmichael Hill & Associates
Maryland
$498K +$122K +7,170 +31%