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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
501
Advisors Capital Management
New Jersey
$3.62M +$312K +12,717 +9%
OAM
502
Oppenheimer Asset Management
New York
$3.62M +$373K +15,183 +11%
EF
503
Exeter Financial
Arizona
$3.62M +$451K +18,360 +14%
RC
504
Roundview Capital
New Jersey
$3.59M +$15.7K +639 +0.4%
EWA
505
EverSource Wealth Advisors
Alabama
$3.58M -$359K -14,649 -9%
CIBC World Market
506
CIBC World Market
Ontario, Canada
$3.58M -$792K -32,262 -18%
CPP
507
Capasso Planning Partners
South Carolina
$3.56M -$61.8K -2,517 -2%
GFS
508
GYL Financial Synergies
Connecticut
$3.56M +$27.2K +1,110 +0.7%
KWM
509
Kingsview Wealth Management
Oregon
$3.56M +$1.23M +50,295 +50%
NCM
510
Northwest Capital Management
Oregon
$3.53M +$1.16M +47,268 +46%
HCA
511
Heck Capital Advisors
Wisconsin
$3.53M -$3.89M -158,670 -51%
OFP
512
OLIO Financial Planning
Virginia
$3.52M +$26.5K +1,080 +0.7%
GFP
513
Guardian Financial Partners
California
$3.51M +$3.65M +148,941 New
CL
514
COWA LLC
Oklahoma
$3.51M -$121K -4,926 -3%
PCG
515
Prosperity Consulting Group
Maryland
$3.5M +$5.52K +225 +0.2%
TF
516
Theory Financial
Colorado
$3.5M -$53.2K -2,169 -1%
PNC Financial Services Group
517
PNC Financial Services Group
Pennsylvania
$3.49M +$286K +11,664 +9%
VP
518
Verum Partners
North Carolina
$3.49M +$3.63M +147,927 New
PAG
519
Private Advisory Group
Washington
$3.46M +$1.93M +78,846 +116%
WS
520
Wedbush Securities
California
$3.45M -$168K -6,831 -4%
CCM
521
Crew Capital Management
Ohio
$3.44M +$1.22M +49,515 +51%
GCP
522
GSA Capital Partners
United Kingdom
$3.42M +$1.05M +42,600 +42%
US Bancorp
523
US Bancorp
Minnesota
$3.42M -$9.13K -372 -0.3%
JWCA
524
J.W. Cole Advisors
Florida
$3.41M -$987K -40,239 -22%
SA
525
SFI Advisors
New Jersey
$3.4M +$3.53M +143,982 New