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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
526
Windsor Wealth Management
Indiana
$628K +$102K +4,464 +21%
MWM
527
Mission Wealth Management
California
$624K +$584K +25,683 New
BFA
528
Beacon Financial Advisory
Ohio
$622K – – –
CP
529
Corbenic Partners
Pennsylvania
$621K +$577K +25,386 +14,103%
CWM
530
Cordatus Wealth Management
Pennsylvania
$621K +$581K +25,542 New
Mirae Asset Global Investments
531
Mirae Asset Global Investments
South Korea
$620K -$68.2K -3,000 -11%
GIA
532
Gladstone Institutional Advisory
Florida
$617K +$144K +6,351 +33%
FC
533
Fusion Capital
South Carolina
$615K +$9.21K +405 +2%
MCP
534
Martin Capital Partners
Oregon
$614K -$25.7K -1,128 -4%
MSA
535
Marino Stram & Associates
Massachusetts
$604K -$56.2K -2,472 -9%
SB
536
Sunflower Bank
Texas
$603K +$565K +24,819 New
SIC
537
Salem Investment Counselors
North Carolina
$602K +$153K +6,729 +37%
BSW
538
Buckingham Strategic Wealth
Missouri
$593K -$41.8K -1,839 -7%
SIC
539
Sigma Investment Counselors
Michigan
$589K -$7.51K -330 -1%
S
540
SignatureFD
Georgia
$589K +$7.3K +321 +1%
TW
541
Transform Wealth
Colorado
$586K -$11.9K -525 -2%
BCP
542
Blue Chip Partners
Michigan
$584K -$25.5K -1,119 -4%
RRWA
543
Rainey & Randall Wealth Advisors
Florida
$582K +$1.98K +87 +0.4%
SBL
544
Sargent Bickham Lagudis
Colorado
$578K -$1.77M -77,820 -77%
SFM
545
Signet Financial Management
New Jersey
$577K +$28.5K +1,251 +6%
PS
546
Portfolio Solutions
Michigan
$577K +$540K +23,727 New
KCM
547
Kanawha Capital Management
Virginia
$573K +$24.8K +1,092 +5%
TC
548
Trilogy Capital
California
$572K +$535K +23,526 New
ISWM
549
Independent Solutions Wealth Management
New York
$570K -$51.3K -2,256 -9%
MCM
550
Mengis Capital Management
Oregon
$566K +$6.89K +303 +1%