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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
376
Armor Investment Advisors
North Carolina
$3.7M +$446K +17,016 +14%
NS
377
Newman & Schimel
Illinois
$3.68M -$121K -4,635 -3%
CFGS
378
Concourse Financial Group Securities
Alabama
$3.64M +$177K +6,777 +5%
ML
379
McAdam LLC
Pennsylvania
$3.61M +$178K +6,801 +5%
GPFA
380
Game Plan Financial Advisors
Ohio
$3.6M +$157K +5,985 +5%
EWA
381
EverSource Wealth Advisors
Alabama
$3.58M +$631K +24,087 +22%
BFEC
382
Benjamin F. Edwards & Company
Missouri
$3.55M +$1.33M +50,673 +60%
KJWM
383
Kiley Juergens Wealth Management
Washington
$3.54M -$3.11M -118,872 -47%
FFS
384
Founders Financial Securities
Maryland
$3.54M +$501K +19,125 +17%
SWM
385
SeaCrest Wealth Management
New York
$3.54M +$567K +21,663 +19%
SAM
386
Secure Asset Management
Michigan
$3.52M +$1.86M +71,073 +113%
PPA
387
Parametric Portfolio Associates
Washington
$3.52M -$758K -28,959 -18%
ANTB
388
AMG National Trust Bank
Colorado
$3.45M +$367K +14,031 +12%
ACM
389
Alpha Capital Management
Texas
$3.44M -$129K -4,923 -4%
TF
390
Theory Financial
Colorado
$3.43M +$3.42M +130,530 New
SA
391
SRH Advisors
Kansas
$3.43M +$58.9K +2,250 +2%
PFO
392
Pathstone Family Office
New Jersey
$3.42M +$12.2K +465 +0.4%
BP
393
Broadleaf Partners
Ohio
$3.4M -$183K -7,002 -5%
SCM
394
Southport Capital Management
Tennessee
$3.4M +$881K +33,639 +35%
AF
395
Allworth Financial
California
$3.34M -$416K -15,879 -11%
WLIM
396
White Lighthouse Investment Management
Massachusetts
$3.34M -$29K -1,107 -0.9%
AWM
397
Apollon Wealth Management
South Carolina
$3.33M +$911K +34,779 +38%
SAF
398
Smith Anglin Financial
Texas
$3.32M +$1.41K +54 +0%
SEI Investments
399
SEI Investments
Pennsylvania
$3.32M -$525K -20,058 -14%
NCM
400
NCM Capital Management
New Jersey
$3.32M +$369K +14,094 +13%