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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JSL
251
JT Stratford LLC
Georgia
$376K +$56.7K +3,450 +19%
MCM
252
Mengis Capital Management
Oregon
$366K -$50.1K -3,048 -12%
CC
253
Cognios Capital
Kansas
$365K +$27.6K +1,677 +9%
HPWM
254
Highland Private Wealth Management
Washington
$355K +$342K +20,835 New
NFG
255
Nadler Financial Group
Illinois
$354K
IFWM
256
Institute for Wealth Management
Colorado
$352K +$340K +20,679 New
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$351K -$2.07K -126 -0.6%
RRWA
258
Rainey & Randall Wealth Advisors
Florida
$347K +$335K +20,364 New
PWMAG
259
Pinnacle Wealth Management Advisory Group
New Jersey
$342K +$35.8K +2,178 +12%
OC
260
Oarsman Capital
Wisconsin
$341K -$103K -6,279 -24%
FIAS
261
FinTrust Investment Advisory Services
South Carolina
$331K -$19.8K -1,203 -6%
SBIA
262
Sheaff Brock Investment Advisors
Indiana
$321K +$26.6K +1,617 +9%
BFC
263
Bedel Financial Consulting
Indiana
$311K +$300K +18,246 New
BW
264
Bison Wealth
Georgia
$310K +$298K +18,159 New
Cetera Investment Advisers
265
Cetera Investment Advisers
Illinois
$307K -$18.5K -1,128 -6%
AC
266
Alley Company
Illinois
$301K -$7.44K -453 -3%
LAIC
267
Lederer & Associates Investment Counsel
California
$301K +$290K +17,646 New
ACM
268
Advisors Capital Management
New Jersey
$300K +$289K +17,580 New
CF
269
Centaurus Financial
California
$300K +$289K +17,595 New
BRWA
270
B. Riley Wealth Advisors
Florida
$298K +$287K +17,445 New
RRC
271
Relaxing Retirement Coach
Massachusetts
$298K +$287K +17,463 New
CWM
272
Cedar Wealth Management
California
$297K
IIC
273
Ironwood Investment Counsel
Arizona
$288K -$37.3K -2,268 -12%
EWM
274
Empirical Wealth Management
Washington
$288K +$15.1K +921 +6%
BAM
275
Belpointe Asset Management
Nevada
$285K -$14.8K -900 -5%