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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFM
551
Compass Financial Management
Florida
$5.26M +$5.1M +160,913 New
TA
552
TrueWealth Advisors
Alabama
$5.25M +$50.3K +1,585 +1%
GHA
553
Good Harbor Advisors
Massachusetts
$5.24M +$205K +6,468 +4%
VWM
554
Vermillion Wealth Management
Minnesota
$5.24M +$397K +12,508 +8%
AWE
555
Avidian Wealth Enterprises
Texas
$5.21M -$352K -11,084 -6%
RBFC
556
Roman Butler Fullerton & Co
Missouri
$5.21M -$358K -11,281 -7%
PFA
557
Perryman Financial Advisory
Texas
$5.2M -$671K -21,161 -11%
KIA
558
KCM Investment Advisors
California
$5.2M +$6.44K +203 +0.1%
CIC
559
Cutler Investment Counsel
Oregon
$5.18M +$200K +6,313 +4%
RMP
560
Richards, Merrill & Peterson
Washington
$5.14M +$328K +10,350 +7%
RWM
561
RMG Wealth Management
Wisconsin
$5.13M -$627K -19,762 -12%
OFP
562
OLIO Financial Planning
Virginia
$5.12M +$187K +5,899 +4%
Brown Advisory
563
Brown Advisory
Maryland
$5.11M -$1.39M -43,965 -21%
MWM
564
MBE Wealth Management
Wisconsin
$5.1M +$104K +3,291 +2%
CIAS
565
Capital Investment Advisory Services
North Carolina
$5.1M +$455K +14,339 +10%
ACA
566
Alpha Capital Advisors
Maine
$5.09M +$88K +2,775 +2%
FFA
567
Florida Financial Advisors
Florida
$5.09M +$116K +3,645 +2%
MLICM
568
Metropolitan Life Insurance Company (MetLife)
New York
$5.08M +$232K +7,300 +5%
AP
569
Advisortrust Partners
North Carolina
$5.04M +$3.54M +111,645 +235%
SQA
570
Simon Quick Advisors
New Jersey
$5.03M +$907K +28,603 +22%
CA
571
Cresta Advisors
Texas
$5.02M -$366K -11,529 -7%
AAA
572
Andrews Advisory Associates
Hawaii
$4.96M -$315K -9,937 -6%
GPFA
573
Game Plan Financial Advisors
Ohio
$4.92M +$18.6K +585 +0.4%
BFS
574
Bare Financial Services
Pennsylvania
$4.9M +$1.72M +54,282 +54%
GIA
575
Gladstone Institutional Advisory
Florida
$4.89M +$338K +10,646 +7%