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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
351
Bouchey Financial Group
New York
$640K -$2.18M -116,289 -78%
TFS
352
Thoroughbred Financial Services
Tennessee
$640K +$61.8K +3,300 +11%
TL
353
TrueWealth LLC
Georgia
$638K +$5.62K +300 +0.9%
LWMM
354
Legacy Wealth Management (Mississippi)
Mississippi
$637K +$618K +33,000 New
CMBA
355
C.M. Bidwell & Associates
Hawaii
$633K +$190K +10,119 +45%
KCPG
356
Kavar Capital Partners Group
Kansas
$626K -$281 -15 -0%
RBCM
357
Raub Brock Capital Management
California
$625K +$11.6K +618 +2%
KJWM
358
Kiley Juergens Wealth Management
Washington
$612K +$6.58K +351 +1%
SMG
359
Spectrum Management Group
Indiana
$611K -$3.65M -194,595 -86%
SEI Investments
360
SEI Investments
Pennsylvania
$609K +$41.2K +2,202 +8%
BPA
361
Beacon Pointe Advisors
California
$599K +$125K +6,651 +27%
CP
362
Corbenic Partners
Pennsylvania
$598K +$580K +30,975 New
PCWA
363
Pacific Capital Wealth Advisors
California
$594K +$576K +30,762 New
SS
364
Simplicity Solutions
Minnesota
$590K +$572K +30,561 New
SFA
365
Sequoia Financial Advisors
Ohio
$583K +$5.28K +282 +0.9%
JG
366
Jefferies Group
New York
$575K – – –
JWCA
367
J.W. Cole Advisors
Florida
$573K +$556K +29,655 New
TPWA
368
TRUE Private Wealth Advisors
Oregon
$563K +$56 +3 +0%
CWM
369
Centric Wealth Management
Illinois
$553K -$238K -12,699 -31%
KC
370
Kingfisher Capital
North Carolina
$550K +$257K +13,701 +93%
BPWA
371
Beacon Pointe Wealth Advisors
California
$546K -$59.8K -3,192 -10%
NEGWA
372
New England Guild Wealth Advisors
Connecticut
$544K – – –
JIC
373
Johnson Investment Counsel
Ohio
$541K -$221K -11,820 -30%
BCA
374
Bay Colony Advisors
Massachusetts
$541K +$75.4K +4,026 +17%
PL
375
Plancorp LLC
Missouri
$529K +$3.65K +195 +0.7%