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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
301
Belpointe Asset Management
Nevada
$4.61M +$519K +19,968 +13%
UWM
302
USAdvisors Wealth Management
Minnesota
$4.61M +$2.5M +96,222 +129%
SAS
303
Sage Advisory Services
Texas
$4.59M +$53.6K +2,064 +1%
YIA
304
YHB Investment Advisors
Connecticut
$4.58M +$452K +17,412 +11%
OPA
305
Old Port Advisors
Maine
$4.57M -$11.1K -429 -0.3%
DBRC
306
D.B. Root & Company
Pennsylvania
$4.53M -$44.2K -1,701 -1%
PBO
307
Peoples Bank (Ohio)
Ohio
$4.39M -$26.2K -1,008 -0.6%
PPA
308
Parametric Portfolio Associates
Washington
$4.38M +$906K +34,863 +27%
NG
309
Northstar Group
New York
$4.38M -$40.1K -1,545 -0.9%
MA
310
MONECO Advisors
Connecticut
$4.36M +$1.83M +70,605 +74%
CFMC
311
Curbstone Financial Management Corp
New Hampshire
$4.34M +$76.4K +2,940 +2%
AWMG
312
Alliance Wealth Management Group
New Jersey
$4.3M +$73.6K +2,832 +2%
TCM
313
Towercrest Capital Management
Pennsylvania
$4.3M +$73.6K +2,832 +2%
SCA
314
Snowden Capital Advisors
New York
$4.29M +$64.4K +2,478 +2%
LNC
315
Lincoln National Corp
Pennsylvania
$4.27M +$370K +14,256 +10%
FA
316
Fagan Associates
New York
$4.26M +$38.7K +1,491 +1%
HI
317
Harbour Investments
Wisconsin
$4.25M -$53.4M -2,055,414 -93%
SWM
318
Sendero Wealth Management
Texas
$4.23M +$4.08M +157,122 New
CIAS
319
Capital Investment Advisory Services
North Carolina
$4.22M +$2.1M +80,880 +107%
JSL
320
JT Stratford LLC
Georgia
$4.22M +$61K +2,349 +2%
Prudential Financial
321
Prudential Financial
New Jersey
$4.2M +$268K +10,311 +7%
RF
322
Rollins Financial
Georgia
$4.18M +$4.03M +155,271 New
SWP
323
Stratos Wealth Partners
Ohio
$4.14M +$115K +4,425 +3%
RA
324
Rodgers & Associates
Pennsylvania
$4.06M +$122K +4,695 +3%
RC
325
Roundview Capital
New Jersey
$4.05M +$18.4K +708 +0.5%