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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
326
Sawgrass Asset Management
Florida
$492K +$29K +1,620 +6%
ASN
327
Advisory Services Network
Georgia
$479K
BAM
328
Belpointe Asset Management
Nevada
$473K +$124K +6,954 +37%
NFG
329
Next Financial Group
Texas
$472K +$17.8K +993 +4%
BCI
330
Brinker Capital Investments
Pennsylvania
$465K -$6.12K -342 -1%
PWA
331
Physician Wealth Advisors
Utah
$463K +$437K +24,393 New
B
332
Bailard
California
$460K
WC
333
Whitnell & Co
Illinois
$460K +$1.18K +66 +0.3%
AMM
334
American Money Management
California
$457K -$23.8K -1,329 -5%
CBA
335
Coastal Bridge Advisors
Connecticut
$449K -$78.7K -4,398 -15%
BPA
336
Beacon Pointe Advisors
California
$448K -$95.3K -5,325 -18%
IA
337
IFG Advisory
Georgia
$448K +$440K +24,558 New
KWM
338
Kingsview Wealth Management
Oregon
$443K -$6.01K -336 -1%
CW
339
CreativeOne Wealth
Kansas
$442K -$105K -5,874 -20%
BCWM
340
Blue Chip Wealth Management
Florida
$442K +$28.5K +1,593 +7%
SA
341
Strategic Advisors
New York
$441K +$27.5K +1,539 +7%
GLA
342
Good Life Advisors
Pennsylvania
$439K -$9.13K -510 -2%
BIM
343
Baldwin Investment Management
Pennsylvania
$436K
CGL
344
Clarius Group LLC
Washington
$436K +$48.8K +2,724 +13%
3C
345
361 Capital
Colorado
$434K -$30.2K -1,689 -7%
EI
346
Ellevest Inc
New York
$434K -$22.4K -1,254 -5%
WANY
347
Wealthspire Advisors (New York)
New York
$434K +$426K +23,793 New
Fidelity Investments
348
Fidelity Investments
Massachusetts
$428K +$17.1K +957 +4%
BCA
349
Bay Colony Advisors
Massachusetts
$427K +$3.87K +216 +0.9%
KFGK
350
Keystone Financial Group (Kentucky)
Kentucky
$426K -$196K -10,932 -32%