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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$9.08M +$572K +21,978 +7%
SCM
302
Spreng Capital Management
Ohio
$9.05M -$170K -6,528 -2%
YIA
303
YHB Investment Advisors
Connecticut
$8.94M +$254K +9,759 +3%
MGIA
304
Moneta Group Investment Advisors
Missouri
$8.93M +$821K +31,557 +10%
BCM
305
Brookstone Capital Management
Illinois
$8.86M +$285K +10,953 +4%
MWA
306
Merkkuri Wealth Advisors
New York
$8.86M +$8.9M +341,907 New
BAG
307
Bridgewealth Advisory Group
California
$8.86M +$937K +36,003 +12%
RMF
308
Red Mountain Financial
Colorado
$8.85M +$8.89M +341,553 New
BWA
309
BlueChip Wealth Advisors
Georgia
$8.82M +$142K +5,454 +2%
CCG
310
Coastwise Capital Group
California
$8.81M -$287K -11,025 -3%
SSWM
311
Sheets Smith Wealth Management
North Carolina
$8.8M -$146K -5,592 -2%
AFG
312
Albion Financial Group
Utah
$8.79M +$8.75M +336,075 +11,203%
PFWA
313
Paces Ferry Wealth Advisors
Georgia
$8.77M +$717K +27,552 +9%
LFAS
314
Level Four Advisory Services
Texas
$8.71M -$1.26M -48,522 -13%
CST
315
Charles Schwab Trust
Nevada
$8.63M +$218K +8,376 +3%
YLHM
316
Yelin Lapidot Holdings Management
Israel
$8.6M
DCM
317
Davis Capital Management
Florida
$8.41M -$173K -6,648 -2%
VCP
318
Verus Capital Partners
Arizona
$8.4M +$249K +9,552 +3%
SC
319
Scotia Capital
Ontario, Canada
$8.38M -$292K -11,205 -3%
TA
320
TruWealth Advisors
Louisiana
$8.37M -$21.9M -842,646 -72%
BIA
321
Bell Investment Advisors
California
$8.35M -$58.2K -2,235 -0.7%
HAS
322
HBW Advisory Services
California
$8.3M +$449K +17,232 +6%
Jones Financial Companies
323
Jones Financial Companies
Missouri
$8.26M +$7.7M +295,941 +1,293%
CWM
324
Congress Wealth Management
Massachusetts
$8.22M +$48.6K +1,869 +0.6%
JWS
325
Juncture Wealth Strategies
Arizona
$8.22M +$662K +25,431 +9%