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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
301
Kovack Advisors
Florida
$246K +$247K +15,000 New
BCA
302
Bay Colony Advisors
Massachusetts
$244K +$244K +14,826 New
LRPA
303
L. Roy Papp & Associates
Arizona
$234K -$1.01M -61,548 -81%
CWM
304
Confluence Wealth Management
Oregon
$232K
SWA
305
Sutton Wealth Advisors
Florida
$228K +$4.1K +249 +2%
OC
306
Oarsman Capital
Wisconsin
$226K -$56.8K -3,453 -20%
FPCG
307
Fort Pitt Capital Group
Pennsylvania
$226K +$226K +13,746 New
SPC
308
Sigma Planning Corp
Michigan
$221K -$73.2K -4,446 -25%
RRC
309
Relaxing Retirement Coach
Massachusetts
$221K
WS
310
Wedbush Securities
California
$218K +$219K +13,293 New
TFS
311
TrustCore Financial Services
Tennessee
$215K +$43.9K +2,664 +26%
NSAM
312
North Star Asset Management
Wisconsin
$212K
EVM
313
Eaton Vance Management
Massachusetts
$211K -$211K -12,828 -50%
SEI Investments
314
SEI Investments
Pennsylvania
$211K +$16.2K +987 +8%
WWM
315
Windsor Wealth Management
Indiana
$209K -$24.7K -1,500 -11%
BAM
316
Belpointe Asset Management
Nevada
$204K
LBC
317
Lowe Brockenbrough & Co
Virginia
$204K
JA
318
JVL Associates
Michigan
$201K
RCG
319
Ruggie Capital Group
Florida
$198K -$461K -28,032 -70%
FFC
320
First Financial Corp
Indiana
$195K
DAM
321
Delta Asset Management
Tennessee
$187K
KJWM
322
Kiley Juergens Wealth Management
Washington
$187K +$188K +11,409 New
RWA
323
River Wealth Advisors
Pennsylvania
$170K +$171K +10,365 New
CMBA
324
C.M. Bidwell & Associates
Hawaii
$165K
Bank of Montreal
325
Bank of Montreal
Ontario, Canada
$161K -$4.2K -255 -3%