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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
301
Albion Financial Group
Utah
$10.5M +$932K +34,200 +10%
TFA
302
Trinity Financial Advisors
Ohio
$10.5M +$831K +30,519 +8%
PFWA
303
Paces Ferry Wealth Advisors
Georgia
$10.5M +$914K +33,555 +10%
CFGS
304
Concourse Financial Group Securities
Alabama
$10.4M +$652K +23,949 +7%
Rockefeller Capital Management
305
Rockefeller Capital Management
New York
$10.4M +$296K +10,854 +3%
SGI
306
Summit Global Investments
Utah
$10.4M +$1.89M +69,423 +23%
RWM
307
Rezny Wealth Management
Florida
$10.3M -$265K -9,735 -3%
XF
308
XML Financial
Maryland
$10.3M +$351K +12,900 +4%
MWA
309
Merkkuri Wealth Advisors
New York
$10.2M +$595K +21,858 +6%
MF
310
Meridian Financial
Massachusetts
$10.2M +$122K +4,467 +1%
HI
311
Horizon Investments
North Carolina
$10.2M +$937K +34,380 +3%
BWA
312
BlueChip Wealth Advisors
Georgia
$10.1M +$535K +19,650 +6%
SS
313
Sunbelt Securities
Texas
$10.1M +$197K +7,239 +2%
SC
314
Scotia Capital
Ontario, Canada
$10.1M +$915K +33,573 +10%
CCG
315
Coastwise Capital Group
California
$10.1M +$463K +16,983 +5%
RMF
316
Red Mountain Financial
Colorado
$9.93M +$292K +10,701 +3%
HCP
317
Holt Capital Partners
Texas
$9.92M -$136K -5,010 -1%
UCFA
318
United Capital Financial Advisors
Texas
$9.79M -$501K -18,381 -5%
BIA
319
Bell Investment Advisors
California
$9.74M +$633K +23,226 +7%
YIA
320
YHB Investment Advisors
Connecticut
$9.7M -$16.8K -618 -0.2%
GSIAS
321
Garden State Investment Advisory Services
New Jersey
$9.68M -$129K -4,743 -1%
P
322
&Partners
Tennessee
$9.65M +$5.66M +207,708 +156%
FA
323
Fiduciary Alliance
South Carolina
$9.64M +$4.02M +147,519 +76%
SCM
324
Spreng Capital Management
Ohio
$9.62M -$210K -7,719 -2%
BEI
325
Benjamin Edwards Inc
Missouri
$9.6M +$9.28M +340,587 New