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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
526
Warwick Investment Management
Texas
$4.66M -$54K -1,901 -1%
AFG
527
Atomi Financial Group
New York
$4.64M +$1.76M +62,009 +58%
BP
528
Broadleaf Partners
Ohio
$4.62M +$184K +6,483 +4%
LA
529
LexAurum Advisors
Kansas
$4.62M -$1.98M -69,793 -29%
ATC
530
Argent Trust Co
Tennessee
$4.61M – – –
RFA
531
Rollins Financial Advisors
New York
$4.61M -$72.6K -2,554 -1%
CIC
532
Cutler Investment Counsel
Oregon
$4.59M +$273K +9,604 +6%
SWM
533
Scissortail Wealth Management
Oklahoma
$4.59M +$4.76M +167,559 +35,350%
IA
534
Insight Advisors
Pennsylvania
$4.58M +$610K +21,468 +15%
FWA
535
FSC Wealth Advisors
New York
$4.54M +$18.4K +648 +0.4%
EF
536
Exeter Financial
Arizona
$4.53M +$96.9K +3,408 +2%
CWP
537
Concord Wealth Partners
Virginia
$4.52M -$210K -7,396 -4%
CFG
538
Certior Financial Group
Pennsylvania
$4.51M +$4.7M +165,219 New
AIA
539
AssuredPartners Investment Advisors
Florida
$4.51M +$4.69M +164,912 New
JWM
540
JPL Wealth Management
Colorado
$4.51M +$4.69M +164,909 New
BIA
541
Barry Investment Advisors
Massachusetts
$4.5M +$623K +21,925 +15%
WIP
542
WealthCare Investment Partners
Rhode Island
$4.49M -$788K -27,719 -14%
OFP
543
OLIO Financial Planning
Virginia
$4.49M +$285K +10,019 +6%
HA
544
Hamel Associates
New Jersey
$4.46M +$1.38M +48,482 +42%
SMFG
545
Sumitomo Mitsui Financial Group
Japan
$4.45M +$481K +16,911 +12%
SWA
546
Stratos Wealth Advisors
Ohio
$4.43M +$1.56K +55 +0%
IF
547
Intrua Financial
Texas
$4.42M -$43.6K -1,533 -0.9%
CIA
548
Cape Investment Advisory
Georgia
$4.42M -$16.3K -572 -0.4%
PIA
549
Panoramic Investment Advisors
Colorado
$4.42M -$211K -7,406 -4%
VFIC
550
Valley Forge Investment Consultants
Pennsylvania
$4.4M -$312K -10,966 -6%