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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
Benchmark Wealth Management
Connecticut
$5.45M +$110K +4,215 +2%
AF
302
Advisornet Financial
Minnesota
$5.45M -$4.28M -163,578 -44%
WAM
303
Worth Asset Management
Texas
$5.44M +$5.66M +216,159 New
MA
304
MONECO Advisors
Connecticut
$5.41M +$1.05M +39,930 +24%
LWM
305
Ledge Wealth Management
Minnesota
$5.37M +$5.34M +204,006 New
TC
306
Tatro Capital
Kentucky
$5.31M +$237K +9,033 +5%
ST
307
Smithfield Trust
Pennsylvania
$5.3M -$49.1K -1,875 -0.9%
AFS
308
Access Financial Services
Minnesota
$5.22M +$23.9K +912 +0.5%
HA
309
HC Advisors
Georgia
$5.14M -$13.1K -501 -0.3%
AAP
310
Arax Advisory Partners
Colorado
$5.12M +$181K +6,918 +4%
William Blair & Company
311
William Blair & Company
Illinois
$5.07M +$1.36M +51,855 +37%
PCMN
312
Paradigm Capital Management (Nevada)
Nevada
$5.07M -$182K -6,939 -3%
AWMG
313
Alliance Wealth Management Group
New Jersey
$5.06M +$860K +32,847 +21%
TCM
314
Towercrest Capital Management
Pennsylvania
$5.06M +$860K +32,847 +21%
CCMD
315
Cypress Capital Management (Delaware)
Delaware
$5.05M +$181K +6,900 +4%
SFG
316
SNS Financial Group
Minnesota
$5.05M -$69K -2,634 -1%
YIA
317
YHB Investment Advisors
Connecticut
$5M +$537K +20,490 +12%
UWM
318
USAdvisors Wealth Management
Minnesota
$5M +$500K +19,098 +11%
NIC
319
Northwest Investment Counselors
Oregon
$4.96M -$205K -7,821 -4%
DHFB
320
Dixon Hubard Feinour & Brown
Virginia
$4.93M -$21K -801 -0.4%
ACS
321
Archford Capital Strategies
Illinois
$4.9M +$3.52M +134,235 +258%
OCG
322
Opus Capital Group
Ohio
$4.86M +$4.13M +157,632 +581%
SB
323
Strategic Blueprint
Georgia
$4.82M +$1.86M +71,166 +64%
SGI
324
Summit Global Investments
Utah
$4.81M +$4.79M +183,039 New
CGA
325
Crescent Grove Advisors
Illinois
$4.78M