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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMC
326
Private Capital Management (Colorado)
Colorado
$710K -$105K -5,850 -11%
Advisory Services Network
327
Advisory Services Network
Georgia
$703K -$10.4K -582 -1%
SMG
328
Smart Money Group
Texas
$703K +$107K +5,967 +15%
BWAM
329
Boyd Watterson Asset Management
Ohio
$684K -$4.69K -261 -0.6%
TW
330
Transform Wealth
Colorado
$675K +$12.6K +702 +2%
US Bancorp
331
US Bancorp
Minnesota
$675K +$22.1K +1,233 +3%
LWAC
332
Laurel Wealth Advisors (California)
California
$673K -$164K -9,159 -17%
SFSIG
333
San Francisco Sentry Investment Group
California
$663K -$125K -6,966 -14%
CHA
334
Carmichael Hill & Associates
Maryland
$657K +$3.77K +210 +0.5%
Susquehanna International Group
335
Susquehanna International Group
Pennsylvania
$651K +$779K +43,410 New
Great Valley Advisor Group
336
Great Valley Advisor Group
Delaware
$643K -$155K -8,634 -17%
MMHP
337
Murphy Middleton Hinkle & Parker
Georgia
$643K – – –
Bartlett & Co Wealth Management
338
Bartlett & Co Wealth Management
Ohio
$639K -$4.79K -267 -0.6%
Meridian Wealth Management
339
Meridian Wealth Management
Kentucky
$639K +$160K +8,931 +26%
Bartlett & Co
340
Bartlett & Co
Ohio
$639K +$765K +42,621 New
BCWM
341
Blue Chip Wealth Management
Florida
$625K -$44.3K -2,466 -6%
WCM
342
WealthBridge Capital Management
Ohio
$624K +$747K +41,586 New
MWP
343
Meridian Wealth Partners
Pennsylvania
$617K -$42.9K -2,391 -5%
MAFM
344
Mid Atlantic Financial Management
Pennsylvania
$615K +$114K +6,348 +18%
CAM
345
Concorde Asset Management
Michigan
$604K +$6.84K +381 +1%
AIP
346
Almanack Investment Partners
Pennsylvania
$597K -$647K -36,045 -48%
BFA
347
Beaumont Financial Advisors
Massachusetts
$596K +$2.32K +129 +0.3%
KCPG
348
Kavar Capital Partners Group
Kansas
$594K +$129K +7,200 +22%
CIAS
349
Capital Investment Advisory Services
North Carolina
$590K +$38.6K +2,148 +6%
ACM
350
AlphaStar Capital Management
North Carolina
$588K -$432K -24,081 -39%