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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
501
Sage Financial Group
Pennsylvania
$1.59M +$156 +6 +0%
PFS
502
Prospera Financial Services
Texas
$1.58M +$513K +19,764 +51%
DC
503
Davenport & Co
Virginia
$1.58M +$1.06M +40,842 +230%
Cerity Partners
504
Cerity Partners
New York
$1.57M +$643K +24,735 +73%
JFGIW
505
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55M -$31.5K -1,212 -2%
JIC
506
Johnson Investment Counsel
Ohio
$1.55M +$80.7K +3,108 +6%
BWM
507
BNC Wealth Management
Oregon
$1.54M +$1.49M +57,354 New
FWI
508
Facet Wealth Inc
Maryland
$1.54M -$37.3K -1,437 -2%
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$1.53M +$203K +7,803 +16%
MCA
510
MSH Capital Advisors
Arizona
$1.51M +$1.45M +55,992 New
SWM
511
Stockman Wealth Management
Montana
$1.5M -$181K -6,960 -11%
ACA
512
Atlas Capital Advisors
Wyoming
$1.49M -$4.68K -180 -0.3%
CAMV
513
Concord Asset Management (Virginia)
Virginia
$1.48M +$1.43M +54,873 New
VAS
514
Vestmark Advisory Solutions
Massachusetts
$1.47M +$10.1K +387 +0.7%
MWM
515
Meridian Wealth Management
Kentucky
$1.47M +$29.9K +1,149 +2%
NL
516
NWAM LLC
Washington
$1.47M +$78.6K +3,024 +6%
SHA
517
Seneca House Advisors
Virginia
$1.45M -$111K -4,254 -7%
FFN
518
Focus Financial Network
Minnesota
$1.45M +$166K +6,381 +13%
WFG
519
Wills Financial Group
Virginia
$1.45M +$24.2K +933 +2%
PPW
520
Pasadena Private Wealth
California
$1.44M -$82.7K -3,183 -6%
BIM
521
Baldwin Investment Management
Pennsylvania
$1.44M +$472K +18,165 +52%
CAM
522
Concorde Asset Management
Michigan
$1.44M +$685K +26,349 +98%
BWAM
523
Boyd Watterson Asset Management
Ohio
$1.42M +$197K +7,566 +17%
BBPWM
524
Blue Bell Private Wealth Management
Pennsylvania
$1.41M -$1.4K -54 -0.1%
RWP
525
Revolve Wealth Partners
New Jersey
$1.41M +$1.36M +52,476 New