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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
401
SVB Wealth
Massachusetts
$1.32M +$247K +10,860 +25%
VAS
402
Vestmark Advisory Solutions
Massachusetts
$1.31M +$1.22M +53,793 New
LNC
403
Lincoln National Corp
Pennsylvania
$1.3M +$1.21M +53,343 New
SFSIG
404
San Francisco Sentry Investment Group
California
$1.28M +$62.6K +2,751 +6%
Nomura Asset Management
405
Nomura Asset Management
Japan
$1.28M +$410K +18,015 +52%
AWMG
406
Alliance Wealth Management Group
New Jersey
$1.25M -$94.2K -4,143 -7%
TCM
407
Towercrest Capital Management
Pennsylvania
$1.25M -$94.2K -4,143 -7%
FWM
408
Frontier Wealth Management
Missouri
$1.25M +$90.1K +3,960 +8%
EAM
409
Evanson Asset Management
California
$1.24M +$34.7K +1,527 +3%
UWM
410
USAdvisors Wealth Management
Minnesota
$1.24M -$11.2M -494,229 -91%
SWRP
411
Summit Wealth & Retirement Planning
California
$1.23M +$51.9K +2,283 +5%
PA
412
Parallel Advisors
California
$1.23M +$1.06M +46,410 +1,069%
GGS
413
Galvin Gaustad & Stein
Arizona
$1.22M -$15.1K -666 -1%
MWM
414
Meridian Wealth Management
Kentucky
$1.2M -$20.3K -894 -2%
CHA
415
Carmichael Hill & Associates
Maryland
$1.2M -$10.6K -465 -0.9%
HPWM
416
Highland Private Wealth Management
Washington
$1.2M +$40.2K +1,767 +4%
AWM
417
Adams Wealth Management
Utah
$1.19M -$31.9K -1,404 -3%
KOMWMG
418
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.16M +$23.4K +1,029 +2%
BJL
419
Brighton Jones LLC
Washington
$1.16M +$10.2K +450 +1%
MCWS
420
McKinley Carter Wealth Services
West Virginia
$1.14M +$93.7K +4,119 +10%
PWA
421
Physician Wealth Advisors
Utah
$1.13M +$170K +7,491 +20%
BWAM
422
Boyd Watterson Asset Management
Ohio
$1.11M -$5.25K -231 -0.5%
TRCT
423
Tower Research Capital (TRC)
New York
$1.11M +$1.04M +45,582 +41,065%
CW
424
CreativeOne Wealth
Kansas
$1.11M +$232K +10,200 +29%
FFN
425
Focus Financial Network
Minnesota
$1.1M -$49.3M -2,166,570 -98%