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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSIG
226
San Francisco Sentry Investment Group
California
$489K +$318K +19,335 +207%
NEGWA
227
New England Guild Wealth Advisors
Connecticut
$480K +$462K +28,152 New
DWM
228
Dynasty Wealth Management
Florida
$477K +$459K +27,945 New
S
229
SignatureFD
Georgia
$462K
HWM
230
Highwater Wealth Management
Colorado
$461K -$517K -31,440 -54%
PL
231
Plancorp LLC
Missouri
$456K +$1.23K +75 +0.3%
JFA
232
JNBA Financial Advisors
Minnesota
$452K +$51.3K +3,123 +13%
EWF
233
Epstein & White Financial
California
$452K +$423K +25,749 New
OAM
234
Occidental Asset Management
California
$451K +$197 +12 +0%
SB
235
Simmons Bank
Arkansas
$448K -$8.87K -540 -2%
WCM
236
Weik Capital Management
Pennsylvania
$444K -$163K -9,930 -28%
TPWA
237
TRUE Private Wealth Advisors
Oregon
$432K +$49 +3 +0%
CP
238
Corbenic Partners
Pennsylvania
$426K -$28.6K -1,740 -7%
GFPC
239
Global Financial Private Capital
Florida
$413K +$398K +24,207 New
SP
240
SWS Partners
Ohio
$410K +$395K +24,057 New
CAN
241
Cetera Advisor Networks
California
$402K +$17.1K +1,038 +5%
FM
242
Foster & Motley
Ohio
$399K +$162K +9,849 +73%
CHA
243
Carmichael Hill & Associates
Maryland
$397K +$382K +23,271 New
Janney Montgomery Scott
244
Janney Montgomery Scott
Pennsylvania
$395K +$7K +426 +2%
WC
245
Whitnell & Co
Illinois
$386K
MFG
246
Merit Financial Group
Georgia
$385K +$326K +19,872 New
WA
247
WBH Advisory
Maryland
$382K +$5.91K +360 +2%
BAM
248
Barrett Asset Management
New York
$379K
SAM
249
Sawgrass Asset Management
Florida
$379K +$33.5K +2,040 +10%
CCP
250
Clarkston Capital Partners
Michigan
$379K +$366K +22,248 New