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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWS
376
Juncture Wealth Strategies
Arizona
$5.65M -$1.71M -69,201 -24%
SGI
377
Summit Global Investments
Utah
$5.63M +$735K +29,760 +15%
FCA
378
FLC Capital Advisors
California
$5.63M -$71.4K -2,892 -1%
WWC
379
Waypoint Wealth Counsel
Georgia
$5.61M +$5.5M +222,936 New
LPT
380
Legacy Private Trust
Wisconsin
$5.61M -$1.05M -42,477 -16%
OCG
381
Opus Capital Group
Ohio
$5.61M +$48.4K +1,959 +0.9%
JWCA
382
J.W. Cole Advisors
Florida
$5.52M -$103K -4,158 -2%
GSIS
383
Global Strategic Investment Solutions
Arizona
$5.51M +$2.15K +87 +0%
EWM
384
Evergreen Wealth Management
Michigan
$5.46M +$5.43M +219,945 New
RF
385
Rollins Financial
Georgia
$5.43M +$599K +24,273 +13%
SFG
386
SNS Financial Group
Minnesota
$5.42M +$297K +12,051 +6%
HA
387
HC Advisors
Georgia
$5.38M -$23.3K -945 -0.4%
PBO
388
Peoples Bank (Ohio)
Ohio
$5.33M -$222K -8,994 -4%
BW
389
Bison Wealth
Georgia
$5.28M +$3.26M +132,060 +173%
HAS
390
HBW Advisory Services
California
$5.27M +$760K +30,810 +17%
OPA
391
Old Port Advisors
Maine
$5.24M +$477K +19,314 +10%
HWM
392
Heirloom Wealth Management
Colorado
$5.19M +$5.09M +206,256 New
DBRC
393
D.B. Root & Company
Pennsylvania
$5.19M +$415K +16,797 +9%
BFM
394
Boston Financial Management
Massachusetts
$5.17M -$130K -5,265 -2%
WIA
395
World Investment Advisors
California
$5.16M -$46.3K -1,875 -0.9%
SAMT
396
Select Asset Management & Trust
Pennsylvania
$5.15M +$38.5K +1,560 +0.8%
SEI Investments
397
SEI Investments
Pennsylvania
$5.13M +$849K +34,416 +20%
CCG
398
Coastwise Capital Group
California
$5.11M +$553K +22,410 +12%
IA
399
IFG Advisory
Georgia
$5.1M +$661K +26,763 +15%
RDWM
400
Red Door Wealth Management
Tennessee
$5.01M +$125K +5,061 +3%