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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
301
Weaver Consulting Group
California
$2.48M +$106K +4,650 +5%
CA
302
Cambridge Advisors
Nebraska
$2.48M -$22.9K -1,005 -1%
SWM
303
Stockman Wealth Management
Montana
$2.48M -$644K -28,320 -22%
Bessemer Group
304
Bessemer Group
New Jersey
$2.46M +$1.85M +81,420 +408%
CFO
305
Collective Family Office
Pennsylvania
$2.42M -$206K -9,060 -8%
PA
306
Planning Alternatives
Michigan
$2.42M -$1.82M -80,118 -45%
JWM
307
Jackson Wealth Management
Florida
$2.42M +$2.26M +99,417 New
Janney Montgomery Scott
308
Janney Montgomery Scott
Pennsylvania
$2.4M +$205K +9,003 +10%
SCM
309
Southport Capital Management
Tennessee
$2.4M +$162K +7,113 +8%
BAM
310
Belpointe Asset Management
Nevada
$2.39M -$7.03K -309 -0.3%
GGI
311
GPM Growth Investors
Michigan
$2.37M +$965K +42,417 +77%
H
312
HoyleCohen
California
$2.35M +$476K +20,916 +28%
AIA
313
Armor Investment Advisors
North Carolina
$2.34M +$173K +7,623 +9%
PWP
314
Principle Wealth Partners
Connecticut
$2.33M +$871K +38,283 +67%
WA
315
WBH Advisory
Maryland
$2.27M +$28.7K +1,260 +1%
CGA
316
Crescent Grove Advisors
Illinois
$2.27M +$2.13M +93,435 New
BPA
317
Beacon Pointe Advisors
California
$2.26M +$159K +6,978 +8%
VFIC
318
Valley Forge Investment Consultants
Pennsylvania
$2.26M +$355K +15,600 +20%
AL
319
ACAS LLC
California
$2.25M +$2.11M +92,754 New
IAP
320
Indie Asset Partners
Indiana
$2.24M -$213K -9,345 -9%
ERIM
321
Eagle Ridge Investment Management
Connecticut
$2.23M
CWM
322
Centric Wealth Management
Illinois
$2.18M +$45.5K +2,001 +2%
RF
323
RHS Financial
California
$2.17M +$1.12M +49,059 +122%
SWP
324
Stratos Wealth Partners
Ohio
$2.16M +$31.9K +1,404 +2%
BFG
325
Berger Financial Group
Minnesota
$2.15M +$1M +44,118 +99%