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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFAG
551
Worth Financial Advisory Group
North Carolina
$2.78M +$177K +7,212 +7%
Kovitz Investment Group Partners
552
Kovitz Investment Group Partners
Illinois
$2.77M -$1.19M -48,366 -29%
TPA
553
Trivium Point Advisory
Connecticut
$2.76M +$528K +21,504 +22%
TC
554
Trust Company
Kansas
$2.75M +$86.9K +3,543 +3%
PWA
555
Physician Wealth Advisors
Utah
$2.75M +$19.9K +810 +0.7%
NF
556
Nikulski Financial
Iowa
$2.75M -$4.05K -165 -0.1%
GSEP
557
Golden State Equity Partners
California
$2.74M +$113K +4,596 +4%
RCWM
558
Royal Capital Wealth Management
Indiana
$2.73M +$108K +4,404 +4%
AA
559
Ancora Advisors
Ohio
$2.72M +$89.4K +3,645 +3%
APIM
560
Agate Pass Investment Management
Washington
$2.71M -$489K -19,941 -15%
SWP
561
Strategic Wealth Partners
Ohio
$2.7M +$29.8K +1,215 +1%
BSB
562
Bangor Savings Bank
Maine
$2.69M -$52.8K -2,151 -2%
WCM
563
Washburn Capital Management
Florida
$2.69M -$280K -11,427 -9%
FWA
564
FSC Wealth Advisors
New York
$2.69M +$2.64M +107,490 +1,694%
HA
565
Hamel Associates
New Jersey
$2.68M -$123K -5,031 -4%
CIC
566
Cutler Investment Counsel
Oregon
$2.66M +$97.3K +3,966 +4%
EIG
567
Ellenbecker Investment Group
Wisconsin
$2.65M -$159K -6,468 -5%
JIC
568
Johnson Investment Counsel
Ohio
$2.65M -$23.8K -969 -0.9%
PFA
569
Pathway Financial Advisers
Indiana
$2.63M +$2.74M +111,678 New
GLA
570
Good Life Advisors
Pennsylvania
$2.63M +$295K +12,012 +12%
CWS
571
Cypress Wealth Services
California
$2.63M -$19.8K -807 -0.7%
AP
572
Advisors Preferred
Maryland
$2.63M +$2.75M +112,230 New
SSI
573
Scott & Selber Inc
Texas
$2.62M -$2.28K -93 -0.1%
AC
574
Abbrea Capital
California
$2.62M -$54.2K -2,208 -2%
CCM
575
Coldstream Capital Management
Washington
$2.61M -$1.52M -62,097 -36%