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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
551
Lenox Wealth Advisors
New York
$170K +$22.9K +1,224 +16%
JCM
552
Jacobi Capital Management
Pennsylvania
$158K +$54.6K +2,913 +55%
HFS
553
HBC Financial Services
Washington
$155K +$151K +8,058 New
PWP
554
Personal Wealth Partners
Minnesota
$152K
AIM
555
Anchor Investment Management
South Carolina
$143K +$15.4K +822 +12%
CFD
556
Creative Financial Designs
Indiana
$140K +$48.4K +2,586 +56%
HI
557
Hudock Inc
Pennsylvania
$132K +$1.01K +54 +0.8%
ACM
558
Allred Capital Management
Texas
$128K +$124K +6,609 New
SBSB
559
Sullivan, Bruyette, Speros & Blaney
Virginia
$127K +$562 +30 +0.5%
EW
560
Element Wealth
Mississippi
$125K +$121K +6,450 New
FPFS
561
First Personal Financial Services
North Carolina
$124K
CCMW
562
Cypress Capital Management (Wyoming)
Wyoming
$121K
VFA
563
Valeo Financial Advisors
Indiana
$115K +$23.4K +1,251 +27%
DOA
564
D'Orazio & Associates
Virginia
$113K -$1.57K -84 -1%
BAMG
565
Brand Asset Management Group
Missouri
$112K -$9.83K -525 -8%
PW
566
Price Wealth
Texas
$112K
TCWM
567
Total Clarity Wealth Management
Illinois
$109K +$106K +5,664 New
PK
568
Pflug Koory
Nebraska
$107K +$8.43K +450 +9%
SSB
569
Sandy Spring Bank
Maryland
$104K
SIAS
570
Shine Investment Advisory Services
Colorado
$104K
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$99K +$95.7K +5,109 New
SIC
572
Salem Investment Counselors
North Carolina
$94K
CAAS
573
Capital Asset Advisory Services
Michigan
$89K +$84.4K +4,506 New
LWANC
574
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K -$6.18K -330 -7%
LFA
575
Lighthouse Financial Advisors
Maryland
$83K +$81K +4,323 New