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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
276
Belpointe Asset Management
Nevada
$285K -$14.8K -900 -5%
AF
277
Alerus Financial
North Dakota
$281K – – –
CRC
278
Curi RMB Capital
Illinois
$277K -$1.28K -78 -0.5%
SWMG
279
Sanchez Wealth Management Group
Florida
$272K +$257K +15,618 New
CAMG
280
CWA Asset Management Group
Florida
$269K +$1.53K +93 +0.6%
Stifel Financial
281
Stifel Financial
Missouri
$267K +$258K +15,687 New
SG Americas Securities
282
SG Americas Securities
New York
$256K +$246K +15,000 New
US Bancorp
283
US Bancorp
Minnesota
$249K +$62.5K +3,807 +35%
WWM
284
Windsor Wealth Management
Indiana
$248K +$238K +14,517 New
AF
285
Allworth Financial
California
$245K +$59.6K +3,630 +34%
CWM
286
Cornerstone Wealth Management
Missouri
$240K -$12.9K -783 -5%
CWM
287
Confluence Wealth Management
Oregon
$239K +$1.58K +96 +0.7%
EVM
288
Eaton Vance Management
Massachusetts
$234K +$225K +13,719 New
SWA
289
Sutton Wealth Advisors
Florida
$232K – – –
AWM
290
Altium Wealth Management
New York
$231K +$223K +13,560 New
DSC
291
Duncker Streett & Co
Missouri
$230K +$444 +27 +0.2%
HIC
292
Holderness Investments Company
North Carolina
$230K +$221K +13,476 New
SCA
293
Stokes Capital Advisors
South Carolina
$229K +$220K +13,419 New
FRA
294
Front Row Advisors
California
$226K +$218K +13,248 New
Millennium Management
295
Millennium Management
New York
$224K -$1.87M -113,859 -90%
GGI
296
Godsey & Gibb Inc
Virginia
$223K +$4.04K +246 +2%
BG
297
Bahl & Gaynor
Ohio
$219K +$211K +12,825 New
SIC
298
Sigma Investment Counselors
Michigan
$217K +$209K +12,711 New
LCM
299
Leisure Capital Management
California
$214K -$15K -915 -7%
CHJWM
300
Carlton Hofferkamp & Jenks Wealth Management
Texas
$214K -$14.8K -900 -7%