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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
226
Confluence Wealth Management
Oregon
$217K +$1.56K +102 +0.7%
NA
227
NewEdge Advisors
Louisiana
$215K +$89.1K +5,826 +75%
SWA
228
Sutton Wealth Advisors
Florida
$212K
FM
229
Foster & Motley
Ohio
$211K +$2.84K +186 +1%
PFA
230
Pure Financial Advisors
California
$211K +$206K +13,500 New
LCM
231
Leisure Capital Management
California
$210K
DSC
232
Duncker Streett & Co
Missouri
$210K +$413 +27 +0.2%
CHJWM
233
Carlton Hofferkamp & Jenks Wealth Management
Texas
$209K -$4.59K -300 -2%
GGI
234
Godsey & Gibb Inc
Virginia
$200K +$196K +12,846 New
FFC
235
First Financial Corp
Indiana
$189K +$55K +3,600 +42%
KF
236
Krilogy Financial
Missouri
$185K -$133K -8,673 -42%
DAM
237
Delta Asset Management
Tennessee
$178K
SEI Investments
238
SEI Investments
Pennsylvania
$172K +$14.4K +939 +9%
US Bancorp
239
US Bancorp
Minnesota
$168K -$15.9K -1,038 -9%
GT
240
Glenmede Trust
Pennsylvania
$168K -$11.1K -726 -6%
AF
241
Allworth Financial
California
$167K -$21K -1,371 -11%
SIAS
242
Shine Investment Advisory Services
Colorado
$153K +$7.43K +486 +5%
FANJ
243
Financial Architects (New Jersey)
New Jersey
$151K +$101K +6,609 +217%
SFSIG
244
San Francisco Sentry Investment Group
California
$146K +$99.8K +6,525 +230%
MA
245
MUFG Americas
New York
$140K -$5.73K -375 -4%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$134K +$101K +6,594 +317%
Bank of Montreal
247
Bank of Montreal
Ontario, Canada
$123K +$14.5K +945 +14%
HCM
248
Horan Capital Management
Maryland
$115K +$113K +7,401 New
CPIG
249
Chicago Partners Investment Group
Illinois
$109K -$76K -4,968 -42%
WAM
250
Wealthspire Advisors (Maryland)
Maryland
$107K +$183 +12 +0.2%