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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$12.6M -$247K -9,555 -2%
DP
252
Denver PWM
Colorado
$12.6M +$15K +579 +0.1%
CFG
253
Cooper Financial Group
California
$12.3M +$145K +5,616 +1%
FCI
254
Financial Counselors Inc
Kansas
$12.2M -$9.24M -357,753 -44%
Citadel Advisors
255
Citadel Advisors
Florida
$12.2M +$6.88M +266,418 +142%
CAAS
256
Capital Asset Advisory Services
Michigan
$12.2M +$624K +24,138 +6%
HAIM
257
Hunter Associates Investment Management
Pennsylvania
$11.9M +$849K +32,871 +8%
JIP
258
Jaffetilchin Investment Partners
Florida
$11.9M +$1.03M +39,849 +10%
AI
259
Atria Investments
North Carolina
$11.7M -$703K -27,210 -6%
LEA
260
Legacy Edge Advisors
New York
$11.6M +$1.2M +46,509 +12%
MA
261
MONECO Advisors
Connecticut
$11.4M -$870K -33,678 -7%
TFS
262
Thoroughbred Financial Services
Tennessee
$11.4M -$1.44M -55,881 -12%
GA
263
GSG Advisors
New Jersey
$11.4M +$81.5K +3,153 +0.7%
NIWA
264
New Insight Wealth Advisors
California
$11.4M +$80.3K +3,108 +0.7%
FPIS
265
Financial Planning & Information Services
Wisconsin
$11.4M +$1.29M +50,073 +13%
KJWM
266
Kiley Juergens Wealth Management
Washington
$11.4M +$847K +32,796 +8%
CMP
267
Courage Miller Partners
Virginia
$11.3M -$15K -582 -0.1%
UCFA
268
United Capital Financial Advisors
Texas
$11.3M -$2.09M -80,769 -16%
BEAM
269
Baker Ellis Asset Management
Washington
$11.2M -$543K -21,027 -5%
WLPWM
270
Walled Lake Planning & Wealth Management
Illinois
$11.2M -$18.2K -705 -0.2%
FMC
271
First Merchants Corp
Indiana
$11.2M -$561K -21,699 -5%
SFWC
272
Strategic Family Wealth Counselors
New Jersey
$11.2M +$372K +14,415 +4%
SFG
273
SevenBridge Financial Group
Pennsylvania
$11.1M +$68.1K +2,637 +0.6%
CNWM
274
Clay Northam Wealth Management
California
$11.1M +$60.8K +2,355 +0.6%
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$10.8M +$921K +35,667 +10%