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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Pinnacle Associates
New York
$1.38M +$50.2K +2,682 +4%
HWMG
252
Hurlow Wealth Management Group
Indiana
$1.37M -$90.3K -4,821 -6%
PPA
253
Parametric Portfolio Associates
Washington
$1.36M +$18.3K +978 +1%
CFA
254
Carroll Financial Associates
North Carolina
$1.36M -$8.6K -459 -0.6%
WFG
255
Wills Financial Group
Virginia
$1.34M +$5.68K +303 +0.4%
FHA
256
Flagship Harbor Advisors
Massachusetts
$1.31M -$14.9K -795 -1%
MIAN
257
Mariner Independent Advisor Network
Kansas
$1.31M -$16.8K -897 -1%
AAS
258
Avantax Advisory Services
Texas
$1.29M +$405K +21,639 +48%
BFPW
259
BOK Financial Private Wealth
Colorado
$1.27M -$26.9K -1,434 -2%
H
260
HoyleCohen
California
$1.26M +$38.4K +2,052 +3%
Bank of New York Mellon
261
Bank of New York Mellon
New York
$1.26M -$19.4K -1,038 -2%
LWM
262
Loveless Wealth Management
Montana
$1.24M +$1.21M +64,545 New
MCP
263
Mirador Capital Partners
California
$1.24M -$92.5K -4,938 -7%
BCM
264
Brasada Capital Management
Texas
$1.23M
GCA
265
Genesee Capital Advisors
New York
$1.22M +$38.7K +2,064 +3%
BBPWM
266
Blue Bell Private Wealth Management
Pennsylvania
$1.21M +$73.1K +3,903 +7%
WWM
267
Western Wealth Management
Colorado
$1.2M -$47.7K -2,544 -4%
ACM
268
AlphaStar Capital Management
North Carolina
$1.18M +$71.2K +3,801 +7%
LCM
269
Liberty Capital Management
Michigan
$1.18M +$20.3K +1,083 +2%
SWRP
270
Summit Wealth & Retirement Planning
California
$1.16M +$109K +5,802 +11%
AWMG
271
Alliance Wealth Management Group
New Jersey
$1.15M -$30.5K -1,629 -3%
TCM
272
Towercrest Capital Management
Pennsylvania
$1.15M -$30.5K -1,626 -3%
RWM
273
RKL Wealth Management
Pennsylvania
$1.15M -$899 -48 -0.1%
RCA
274
Resonant Capital Advisors
Wisconsin
$1.14M +$1.11M +59,130 New
AUB
275
Atlantic Union Bankshares
Virginia
$1.14M +$227K +12,114 +26%