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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
276
WealthPlan Investment Management
Nebraska
$6.38M +$6.12M +251,763 New
MA
277
MONECO Advisors
Connecticut
$6.31M +$1.05M +43,212 +18%
BMCM
278
Burns Matteson Capital Management
New York
$6.21M +$130K +5,355 +2%
WT
279
Whittier Trust
California
$6.19M +$3.1M +127,611 +84%
MF
280
Meridian Financial
Massachusetts
$6.16M +$466K +19,197 +7%
EA
281
Eudaimonia Advisors
Tennessee
$6.14M +$40K +1,647 +0.6%
KIA
282
KCM Investment Advisors
California
$6.06M +$588K +24,210 +10%
IWM
283
IHT Wealth Management
Illinois
$6.06M +$4.78M +196,707 +256%
HBW
284
Hazlett, Burt & Watson
West Virginia
$5.96M +$289K +11,904 +5%
CSPIA
285
Cary Street Partners Investment Advisory
Virginia
$5.93M +$430K +17,685 +7%
PWA
286
Providence Wealth Advisors
Illinois
$5.92M -$456K -18,786 -7%
Wealth Enhancement Advisory Services
287
Wealth Enhancement Advisory Services
Minnesota
$5.91M +$990K +40,734 +18%
SOS
288
Silver Oak Securities
Tennessee
$5.9M +$3.04M +125,307 +100%
VCP
289
Verus Capital Partners
Arizona
$5.89M +$350K +14,391 +6%
LPT
290
Legacy Private Trust
Wisconsin
$5.88M -$13.5K -555 -0.2%
PWS
291
Precision Wealth Strategies
Missouri
$5.85M -$2.43M -100,158 -29%
TC
292
Titleist Capital
Texas
$5.84M -$1.33M -54,543 -17%
Citadel Advisors
293
Citadel Advisors
Florida
$5.83M +$6.39M +263,214 New
APC
294
Asset Planning Corporation
Tennessee
$5.83M +$606K +24,927 +10%
MAG
295
Mayfair Advisory Group
Alabama
$5.8M +$171K +7,047 +3%
SB
296
Strategic Blueprint
Georgia
$5.76M +$958K +39,447 +18%
RG
297
Retirement Group
California
$5.74M -$3.89M -160,095 -38%
Citigroup
298
Citigroup
New York
$5.72M +$2.18M +89,805 +53%
ZIMP
299
Zimmermann Investment Management & Planning
Pennsylvania
$5.68M +$5.14M +211,542 +468%
TA
300
TrueWealth Advisors
Alabama
$5.68M +$1.96M +80,649 +46%