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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
201
Capital Investment Advisory Services
North Carolina
$729K +$28.3K +1,722 +4%
GAM
202
Garrison Asset Management
Arkansas
$725K +$61.5K +3,735 +9%
SFSIG
203
San Francisco Sentry Investment Group
California
$712K -$25.7K -1,563 -3%
SMG
204
Smart Money Group
Texas
$707K -$33.8K -2,055 -5%
EWM
205
Edge Wealth Management
New York
$699K +$147K +8,919 +27%
Cetera Investment Advisers
206
Cetera Investment Advisers
Illinois
$697K +$43.4K +2,634 +7%
FNBOMD
207
First National Bank of Mount Dora
Florida
$690K – – –
OIA
208
OneDigital Investment Advisors
Kansas
$677K -$111K -6,741 -14%
3C
209
361 Capital
Colorado
$673K +$674K +40,950 New
JP Morgan Chase
210
JP Morgan Chase
New York
$656K +$96.9K +5,889 +17%
CAM
211
Concorde Asset Management
Michigan
$655K – – –
WF
212
Welch & Forbes
Massachusetts
$630K +$133K +8,055 +27%
CIBC Private Wealth Group
213
CIBC Private Wealth Group
Georgia
$628K -$31.4K -1,908 -5%
BWAM
214
Boyd Watterson Asset Management
Ohio
$628K – – –
CW
215
CreativeOne Wealth
Kansas
$628K +$225K +13,665 +56%
KIC
216
Keating Investment Counselors
Florida
$618K +$619K +37,620 New
VIA
217
Vantage Investment Advisors
Pennsylvania
$616K +$7.8K +474 +1%
MWM
218
Meridian Wealth Management
Kentucky
$611K +$38.4K +2,334 +7%
SHA
219
Seneca House Advisors
Virginia
$594K -$41K -2,493 -6%
HSA
220
HBK Sorce Advisory
Pennsylvania
$574K -$11.7K -711 -2%
AMM
221
American Money Management
California
$571K -$106K -6,432 -16%
LWAC
222
Laurel Wealth Advisors (California)
California
$568K -$29.6K -1,800 -5%
BW
223
Bison Wealth
Georgia
$560K +$265K +16,107 +90%
TIM
224
Total Investment Management
Arizona
$554K +$58.9K +3,579 +12%
BCMO
225
Buckingham Capital Management (Ohio)
Ohio
$553K -$171K -10,404 -24%