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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
226
Independent Financial Group
California
$8M +$286K +10,914 +4%
Prudential Financial
227
Prudential Financial
New Jersey
$7.95M +$3.71M +141,723 +88%
TA
228
TrueWealth Advisors
Alabama
$7.91M
EH
229
Equitable Holdings
New York
$7.89M +$2.61M +99,822 +50%
BBW
230
Blue Barn Wealth
Utah
$7.86M +$792K +30,234 +11%
RC
231
Rovin Capital
Arizona
$7.8M +$1.51M +57,585 +24%
SAMT
232
Select Asset Management & Trust
Pennsylvania
$7.79M +$3.85M +147,054 +99%
SAM
233
Smithbridge Asset Management
Pennsylvania
$7.79M -$559K -21,354 -7%
JWBC
234
John W. Brooker & Co
California
$7.76M +$1.42M +54,093 +22%
JC
235
JB Capital
Connecticut
$7.67M +$7.34M +280,158 +2,405%
SCM
236
Spreng Capital Management
Ohio
$7.62M +$2.04M +77,910 +37%
PIMG
237
Patriot Investment Management Group
Tennessee
$7.58M +$153K +5,853 +2%
SVWAG
238
Sound View Wealth Advisors Group
Georgia
$7.51M +$609K +23,256 +9%
GRP
239
Global Retirement Partners
California
$7.47M +$7.71M +294,294 New
FAIM
240
Financial Advocates Investment Management
Washington
$7.42M +$103K +3,945 +1%
JWS
241
Juncture Wealth Strategies
Arizona
$7.31M -$23.2K -885 -0.3%
PWP
242
Principle Wealth Partners
Connecticut
$7.27M +$2.4M +91,740 +50%
LFAS
243
Level Four Advisory Services
Texas
$7.18M +$11.7K +447 +0.2%
MTWM
244
Masso Torrence Wealth Management
New Jersey
$7.16M +$512K +19,539 +8%
LB
245
Leo Brokerage
Texas
$7.13M +$7.1M +271,134 New
SFG
246
SevenBridge Financial Group
Pennsylvania
$7.07M -$1.14M -43,659 -14%
PAI
247
Pittenger & Anderson Inc
Nebraska
$7.02M +$860K +32,832 +14%
Marshall Wace
248
Marshall Wace
United Kingdom
$6.98M +$6.95M +265,266 New
EA
249
Eudaimonia Advisors
Tennessee
$6.94M +$1.3M +49,455 +23%
RC
250
RegentAtlantic Capital
New Jersey
$6.91M -$13.6K -519 -0.2%