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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
501
WealthPLAN Partners
Nebraska
$5.74M -$200K -6,585 -3%
AOWM
502
Alpha Omega Wealth Management
Virginia
$5.73M -$260K -8,571 -4%
RDWM
503
Red Door Wealth Management
Tennessee
$5.72M -$339K -11,178 -6%
B
504
Bensler
Washington
$5.68M -$391K -12,891 -7%
PFA
505
Perryman Financial Advisory
Texas
$5.68M -$778K -25,642 -12%
GFPC
506
Global Financial Private Client
Florida
$5.67M -$3.46K -114 -0.1%
PFGIA
507
Patriot Financial Group Insurance Agency
Massachusetts
$5.66M +$3.07M +101,171 +121%
CW
508
Channel Wealth
California
$5.66M -$214K -7,069 -4%
TAM
509
Titleist Asset Management
Texas
$5.65M -$3M -99,041 -35%
CIA
510
Cape Investment Advisory
Georgia
$5.65M +$129K +4,259 +2%
JPLA
511
Joseph P. Lucia & Associates
New York
$5.64M +$280K +9,235 +5%
SFC
512
Strategic Financial Concepts
Texas
$5.6M +$3.52M +115,907 +174%
FFP
513
FourThought Financial Partners
Florida
$5.59M -$3.52M -116,046 -39%
JMNC
514
J. Mark Nickell & Co
Tennessee
$5.59M +$182K +5,985 +3%
SEI Investments
515
SEI Investments
Pennsylvania
$5.58M -$27.9K -919 -0.5%
DBRC
516
D.B. Root & Company
Pennsylvania
$5.56M +$20.5K +677 +0.4%
PWM
517
Perigon Wealth Management
California
$5.54M +$323K +10,656 +6%
LIA
518
LS Investment Advisors
Michigan
$5.53M +$2.45M +80,723 +81%
PS
519
Principal Securities
Iowa
$5.52M -$812K -26,753 -13%
ST
520
Smithfield Trust
Pennsylvania
$5.51M -$92.8K -3,058 -2%
FA
521
Fagan Associates
New York
$5.51M +$61.6K +2,031 +1%
CFGSD
522
Compass Financial Group (South Dakota)
South Dakota
$5.49M +$1.14M +37,573 +27%
CB
523
Chris Bulman
California
$5.47M +$565K +18,629 +12%
GAM
524
Gotham Asset Management
New York
$5.44M +$4.22M +139,006 +362%
JFA
525
JNBA Financial Advisors
Minnesota
$5.44M -$2.09M -68,951 -28%