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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
326
World Investment Advisors
California
$912K +$147K +7,983 +19%
NFG
327
Next Financial Group
Texas
$910K +$15.7K +855 +2%
SWRP
328
Summit Wealth & Retirement Planning
California
$907K -$773 -42 -0.1%
WIA
329
Wealthstreet Investment Advisors
Texas
$899K +$897K +48,759 New
TC
330
TAP Consulting
Missouri
$886K +$617K +33,546 +231%
Millennium Management
331
Millennium Management
New York
$879K +$53.4K +2,904 +6%
PCWA
332
Pacific Capital Wealth Advisors
California
$866K – – –
SFSIG
333
San Francisco Sentry Investment Group
California
$864K -$37.9K -2,061 -4%
BJL
334
Brighton Jones LLC
Washington
$864K +$862K +46,848 New
SPIA
335
Steward Partners Investment Advisory
New York
$860K +$353K +19,197 +70%
SFG
336
StrategIQ Financial Group
Indiana
$858K -$23.7K -1,287 -3%
Lido Advisors
337
Lido Advisors
California
$852K +$221K +12,006 +35%
DTC
338
Davidson Trust Company
Washington
$845K -$55.1K -2,994 -6%
BWAM
339
Boyd Watterson Asset Management
Ohio
$840K – – –
CA
340
CapWealth Advisors
Tennessee
$834K -$195K -10,602 -19%
CHA
341
Carmichael Hill & Associates
Maryland
$820K +$57.5K +3,126 +8%
VCAM
342
Van Cleef Asset Management
Ohio
$809K +$16.4K +891 +2%
TFS
343
TrustCore Financial Services
Tennessee
$797K -$267K -14,514 -25%
PNC Financial Services Group
344
PNC Financial Services Group
Pennsylvania
$791K -$85.7K -4,659 -10%
MMHP
345
Murphy Middleton Hinkle & Parker
Georgia
$791K – – –
LFG
346
LifePlan Financial Group
Ohio
$790K +$146K +7,920 +23%
SMG
347
Smart Money Group
Texas
$781K -$108K -5,880 -12%
BAM
348
Blueshift Asset Management
New Jersey
$777K +$333K +18,093 +75%
WCM
349
WealthBridge Capital Management
Ohio
$769K +$6.79K +369 +0.9%
ACA
350
Atlas Capital Advisors
Wyoming
$766K -$178K -9,669 -19%