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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIMP
326
Zimmermann Investment Management & Planning
Pennsylvania
$7.06M +$468K +18,705 +7%
BIA
327
Bell Investment Advisors
California
$7.05M +$237K +9,468 +3%
CWM
328
Curi Wealth Management
North Carolina
$6.99M -$365K -14,613 -5%
WIP
329
WealthCare Investment Partners
Rhode Island
$6.93M -$209K -8,349 -3%
JWS
330
Juncture Wealth Strategies
Arizona
$6.92M +$1.49M +59,463 +26%
MTWM
331
Masso Torrence Wealth Management
New Jersey
$6.91M -$618K -24,732 -8%
APC
332
Asset Planning Corporation
Tennessee
$6.84M -$34.1K -1,365 -0.5%
BWM
333
Benchmark Wealth Management
Connecticut
$6.83M +$100K +4,014 +1%
MS
334
Madden Securities
Texas
$6.81M +$13.4K +537 +0.2%
BW
335
Bison Wealth
Georgia
$6.79M +$2.08M +83,088 +40%
DOA
336
D'Orazio & Associates
Virginia
$6.76M -$878K -35,118 -11%
CST
337
Charles Schwab Trust
Nevada
$6.75M -$294K -11,757 -4%
JIP
338
Jaffetilchin Investment Partners
Florida
$6.72M +$5.52M +220,776 +404%
CFMC
339
Curbstone Financial Management Corp
New Hampshire
$6.71M +$951K +38,034 +16%
AWA
340
Arkadios Wealth Advisors
Georgia
$6.6M +$268K +10,701 +4%
AF
341
Allworth Financial
California
$6.59M -$1.08M -43,113 -14%
OP
342
ORG Partners
Indiana
$6.58M +$6.71M +268,329 New
JWCA
343
J.W. Cole Advisors
Florida
$6.53M +$1.21M +48,573 +22%
LNB
344
Ledyard National Bank
$6.5M +$2.05M +82,158 +45%
OC
345
Oppenheimer & Co
New York
$6.49M +$3.53M +141,285 +113%
CSPIA
346
Cary Street Partners Investment Advisory
Virginia
$6.46M -$36.5K -1,458 -0.5%
Brown Advisory
347
Brown Advisory
Maryland
$6.43M +$878K +35,124 +15%
MWM
348
Meridian Wealth Management
Kentucky
$6.36M -$198K -7,902 -3%
SJIM
349
St. Johns Investment Management
Florida
$6.34M -$73.5K -2,940 -1%
AC
350
Avant Capital
Louisiana
$6.33M +$373K +14,925 +6%