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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
401
Allred Capital Management
Texas
$231K
FRA
402
Front Row Advisors
California
$230K +$1.51K +90 +0.7%
PFA
403
Pure Financial Advisors
California
$230K +$222K +13,209 New
SWM
404
Segment Wealth Management
Texas
$229K +$221K +13,161 New
Betterment LLC
405
Betterment LLC
New York
$227K +$219K +13,047 New
NSAM
406
North Star Asset Management
Wisconsin
$225K
WWM
407
Windsor Wealth Management
Indiana
$222K +$214K +12,729 New
FPCG
408
Fort Pitt Capital Group
Pennsylvania
$214K -$22K -1,311 -10%
WCM
409
Whitener Capital Management
North Carolina
$213K +$20.2K +1,200 +11%
JA
410
JVL Associates
Michigan
$213K +$206K +12,246 New
DT
411
Diversified Trust
Tennessee
$211K +$203K +12,081 New
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$210K +$203K +12,057 New
FFC
413
First Financial Corp
Indiana
$206K
IIC
414
Ironwood Investment Counsel
Arizona
$206K +$199K +11,838 New
SB
415
Strategic Blueprint
Georgia
$205K +$198K +11,775 New
FHA
416
First Horizon Advisors
Tennessee
$204K -$6.86K -408 -3%
PFC
417
Phocas Financial Corp
California
$204K
KC
418
Kingfisher Capital
North Carolina
$204K +$196K +11,679 New
AP
419
Appleton Partners
Massachusetts
$204K +$197K +11,688 New
IWA
420
Intercontinental Wealth Advisors
Texas
$199K -$20.2K -1,200 -10%
DAM
421
Delta Asset Management
Tennessee
$199K
WAM
422
Wealthspire Advisors (Maryland)
Maryland
$187K +$77.4K +4,605 +75%
EWM
423
Executive Wealth Management
Michigan
$185K -$30.3K -1,800 -14%
PA
424
Parallel Advisors
California
$160K -$190K -11,322 -55%
MA
425
MUFG Americas
New York
$143K