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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFBOT
501
Home Federal Bank of Tennessee
Tennessee
$750K
PL
502
Plancorp LLC
Missouri
$750K +$1.91K +84 +0.3%
TP
503
Tranquility Partners
Tennessee
$750K +$4.37K +192 +0.6%
GWM
504
Gray Wealth Management
Maine
$748K +$1.36K +60 +0.2%
Goldman Sachs
505
Goldman Sachs
New York
$744K -$1.61M -70,602 -70%
CWA
506
Clearview Wealth Advisors
Oregon
$744K +$614K +27,006 +748%
JWCA
507
J.W. Cole Advisors
Florida
$743K -$819 -36 -0.1%
FRA
508
Front Row Advisors
California
$736K +$4.09K +180 +0.6%
FWP
509
FAS Wealth Partners
Kansas
$735K +$97.7K +4,296 +17%
GCA
510
Gradient Capital Advisors
California
$730K +$44.8K +1,971 +7%
BFPW
511
BOK Financial Private Wealth
Colorado
$706K -$25K -1,098 -4%
BAM
512
Bellevue Asset Management
Washington
$700K +$205 +9 +0%
LNB
513
Ledyard National Bank
$687K +$643K +28,272 New
NEGWA
514
New England Guild Wealth Advisors
Connecticut
$684K
DFG
515
Demars Financial Group
Washington
$682K +$7.85K +345 +1%
PB
516
Pinnacle Bancorp
Nebraska
$671K -$22K -969 -3%
BFG
517
Bouchey Financial Group
New York
$663K -$43.5K -1,914 -7%
IC
518
Intersect Capital
California
$659K -$3.14K -138 -0.5%
RRA
519
Round Rock Advisors
Connecticut
$653K -$46.3K -2,034 -7%
WCFA
520
Walkner Condon Financial Advisors
Wisconsin
$647K -$28K -1,233 -4%
CPIG
521
Chicago Partners Investment Group
Illinois
$642K +$33.4K +1,467 +6%
MFA
522
Mayflower Financial Advisors
Massachusetts
$640K
SIAG
523
Signet Investment Advisory Group
Rhode Island
$640K +$154K +6,762 +35%
RA
524
RFG Advisory
Alabama
$635K +$53.8K +2,364 +10%
CAM
525
Cresset Asset Management
Illinois
$633K -$478 -21 -0.1%