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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOMWMG
376
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1M -$159K -7,863 -14%
SP
377
SWS Partners
Ohio
$993K -$75.2K -3,708 -7%
LF
378
LifeSteps Financial
California
$986K +$190K +9,384 +26%
BWAM
379
Boyd Watterson Asset Management
Ohio
$985K +$9.73K +480 +1%
SFG
380
StrategIQ Financial Group
Indiana
$982K -$12.1K -597 -1%
DAS
381
Dynamic Advisor Solutions
Arizona
$971K +$299K +14,727 +48%
GB
382
Goepper Burkhardt
South Carolina
$965K +$915K +45,120 New
CA
383
CapWealth Advisors
Tennessee
$962K -$4.75K -234 -0.5%
KF
384
Krilogy Financial
Missouri
$961K +$299K +14,730 +49%
Prudential Financial
385
Prudential Financial
New Jersey
$956K +$517K +25,491 +133%
WCM
386
WealthBridge Capital Management
Ohio
$955K +$59.7K +2,946 +7%
BFG
387
Berger Financial Group
Minnesota
$949K +$900K +44,391 New
Cerity Partners
388
Cerity Partners
New York
$940K +$550K +27,138 +161%
CAN
389
Cetera Advisor Networks
California
$938K +$254K +12,504 +40%
SW
390
SVB Wealth
Massachusetts
$926K +$878K +43,317 New
Fidelity Investments
391
Fidelity Investments
Massachusetts
$920K +$226K +11,139 +35%
VCAM
392
Van Cleef Asset Management
Ohio
$917K -$20K -987 -2%
MMHP
393
Murphy Middleton Hinkle & Parker
Georgia
$917K
MCWS
394
McKinley Carter Wealth Services
West Virginia
$916K +$869K +42,849 New
DTC
395
Davidson Trust Company
Washington
$914K -$62.7K -3,090 -7%
SMG
396
Smart Money Group
Texas
$912K +$4.99K +246 +0.6%
IRC
397
Investors Research Corp
Georgia
$908K +$534K +26,322 +163%
TFS
398
TrustCore Financial Services
Tennessee
$903K -$20.3K -1,002 -2%
PNC Financial Services Group
399
PNC Financial Services Group
Pennsylvania
$890K -$26.2K -1,290 -3%
PPW
400
Pasadena Private Wealth
California
$867K +$11.1K +546 +1%