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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
501
Perigon Wealth Management
California
$2.04M +$757K +29,763 +53%
PCG
502
Prosperity Consulting Group
Maryland
$2.01M +$697K +27,399 +48%
Cerity Partners
503
Cerity Partners
New York
$2.01M +$490K +19,281 +30%
Bank of New York Mellon
504
Bank of New York Mellon
New York
$2M -$83.7K -3,291 -4%
BAM
505
Berkshire Asset Management
Pennsylvania
$1.98M +$2.11M +83,028 New
FNBOMD
506
First National Bank of Mount Dora
Florida
$1.98M +$15K +588 +0.7%
LWM
507
Laidlaw Wealth Management
New York
$1.97M +$49.2K +1,935 +2%
BWM
508
Baystate Wealth Management
Massachusetts
$1.96M +$24.5K +963 +1%
MCA
509
MSH Capital Advisors
Arizona
$1.96M +$437K +17,178 +27%
AWM
510
Aevitas Wealth Management
Massachusetts
$1.93M +$496K +19,488 +32%
AA
511
Auxano Advisors
Washington
$1.93M +$1.19M +46,698 +137%
PA
512
Planning Alternatives
Michigan
$1.92M -$6.56K -258 -0.3%
BW
513
Bison Wealth
Georgia
$1.9M +$730K +28,704 +56%
TFGT
514
TS Financial Group (TSFG)
Illinois
$1.89M +$1.01M +39,693 +101%
LF
515
LifeSteps Financial
California
$1.89M -$345K -13,569 -15%
DAS
516
Dynamic Advisor Solutions
Arizona
$1.88M -$261K -10,269 -12%
WTC
517
WhitTier Trust Company
Nevada
$1.84M +$799K +31,392 +69%
JIC
518
Johnson Investment Counsel
Ohio
$1.84M +$26.5K +1,041 +1%
IWM
519
IHT Wealth Management
Illinois
$1.84M +$582K +22,866 +42%
MCM
520
Maple Capital Management
Vermont
$1.82M -$32.8K -1,290 -2%
JIP
521
Jaffetilchin Investment Partners
Florida
$1.77M +$1.27M +49,788 +205%
CCM
522
Ciovacco Capital Management
Georgia
$1.76M +$1.39M +54,537 +282%
RW
523
RVW Wealth
California
$1.76M +$1.87M +73,617 New
BWL
524
Bogart Wealth LLC
Virginia
$1.72M +$1.81M +71,310 +14,149%
JCM
525
Janney Capital Management
Pennsylvania
$1.7M -$40.1K -1,575 -2%