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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
501
C.M. Bidwell & Associates
Hawaii
$225K -$318K -17,736 -54%
FFC
502
First Financial Corp
Indiana
$222K – – –
CWM
503
Confluence Wealth Management
Oregon
$218K +$2.48K +138 +1%
AP
504
Appleton Partners
Massachusetts
$218K +$41K +2,286 +19%
BAM
505
Barrett Asset Management
New York
$215K -$105K -5,850 -29%
LFG
506
LifePlan Financial Group
Ohio
$212K +$3.66K +204 +1%
LBC
507
Lowe Brockenbrough & Co
Virginia
$211K – – –
PWMAG
508
Pinnacle Wealth Management Advisory Group
New Jersey
$210K +$251K +14,001 New
SWA
509
Sutton Wealth Advisors
Florida
$208K – – –
CFG
510
CMC Financial Group
Georgia
$206K -$15.2K -846 -6%
HA
511
HC Advisors
Georgia
$206K +$247K +13,737 New
EI
512
Ellevest Inc
New York
$205K -$44.8K -2,493 -15%
Oppenheimer & Co
513
Oppenheimer & Co
New York
$205K – – –
NEPWA
514
New England Private Wealth Advisors
Massachusetts
$204K -$107K -5,955 -31%
Independent Advisor Alliance
515
Independent Advisor Alliance
North Carolina
$203K -$7.02M -391,248 -97%
Wolverine Trading
516
Wolverine Trading
Illinois
$203K +$239K +13,293 New
RRC
517
Relaxing Retirement Coach
Massachusetts
$201K – – –
WCWM
518
Wooster Corthell Wealth Management
Connecticut
$200K +$239K +13,326 New
TCI Wealth Advisors
519
TCI Wealth Advisors
Arizona
$197K +$168K +9,348 +247%
Heritage Wealth Advisors
520
Heritage Wealth Advisors
Virginia
$191K – – –
First Horizon Advisors
521
First Horizon Advisors
Tennessee
$181K – – –
CS
522
Capital Square
Tennessee
$181K +$216K +12,051 New
DAM
523
Delta Asset Management
Tennessee
$171K -$8.03K -447 -4%
RCM
524
Rain Capital Management
Oregon
$166K +$2.15K +120 +1%
DI
525
Disciplined Investments
Oklahoma
$156K +$162K +9,033 +675%