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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
551
Steward Partners Investment Advisory
New York
$173K – – –
LWA
552
Lenox Wealth Advisors
New York
$170K +$22.9K +1,224 +16%
JCM
553
Jacobi Capital Management
Pennsylvania
$158K +$54.6K +2,913 +55%
HFS
554
HBC Financial Services
Washington
$155K +$151K +8,058 New
PWP
555
Personal Wealth Partners
Minnesota
$152K – – –
AIM
556
Anchor Investment Management
South Carolina
$143K +$15.4K +822 +12%
CFD
557
Creative Financial Designs
Indiana
$140K +$48.4K +2,586 +56%
HI
558
Hudock Inc
Pennsylvania
$132K +$1.01K +54 +0.8%
ACM
559
Allred Capital Management
Texas
$128K +$124K +6,609 New
SBSB
560
Sullivan, Bruyette, Speros & Blaney
Virginia
$127K +$562 +30 +0.5%
EW
561
Element Wealth
Mississippi
$125K +$121K +6,450 New
FPFS
562
First Personal Financial Services
North Carolina
$124K – – –
CCMW
563
Cypress Capital Management (Wyoming)
Wyoming
$121K – – –
VFA
564
Valeo Financial Advisors
Indiana
$115K +$23.4K +1,251 +27%
DOA
565
D'Orazio & Associates
Virginia
$113K -$1.57K -84 -1%
BAMG
566
Brand Asset Management Group
Missouri
$112K -$9.83K -525 -8%
PW
567
Price Wealth
Texas
$112K – – –
TCWM
568
Total Clarity Wealth Management
Illinois
$109K +$106K +5,664 New
PK
569
Pflug Koory
Nebraska
$107K +$8.43K +450 +9%
SSB
570
Sandy Spring Bank
Maryland
$104K – – –
SIAS
571
Shine Investment Advisory Services
Colorado
$104K – – –
Fifth Third Bancorp
572
Fifth Third Bancorp
Ohio
$99K +$95.7K +5,109 New
SIC
573
Salem Investment Counselors
North Carolina
$94K – – –
JFA
574
Johanson Financial Advisors
California
$90K +$87.3K +4,662 New
CAAS
575
Capital Asset Advisory Services
Michigan
$89K +$84.4K +4,506 New