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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
601
Soundmark Wealth Management
Washington
$531K +$155K +6,126 +41%
TF
602
Trek Financial
Arizona
$527K +$36.4K +1,440 +7%
CWAF
603
Core Wealth Advisors (Florida)
Florida
$525K -$8.71K -345 -2%
RCM
604
Rain Capital Management
Oregon
$520K +$205K +8,127 +65%
RI
605
Ridgewood Investments
New Jersey
$516K – – –
FM
606
Foster & Motley
Ohio
$516K +$193K +7,626 +59%
AL
607
Aspiriant LLC
California
$514K -$444K -17,595 -46%
NSAM
608
North Star Asset Management
Wisconsin
$513K -$34.3K -1,359 -6%
Squarepoint
609
Squarepoint
New York
$507K – – –
CT
610
Caldwell Trust
Florida
$506K – – –
RWRC
611
R.W. Roge & Company
New York
$501K -$4.85K -192 -1%
IA
612
IFG Advisory
Georgia
$494K -$42K -1,662 -8%
OCG
613
Opus Capital Group
Ohio
$492K +$43.5K +1,722 +10%
EWM
614
EPG Wealth Management
Georgia
$489K -$44.4K -1,758 -8%
CAAS
615
Capital Asset Advisory Services
Michigan
$489K +$6.44K +255 +1%
VFA
616
Valeo Financial Advisors
Indiana
$487K -$6.89K -273 -1%
WSTAM
617
Wilbanks Smith & Thomas Asset Management
Virginia
$485K +$52.4K +2,076 +12%
GAM
618
Grandview Asset Management
Pennsylvania
$484K -$16K -633 -3%
IFWM
619
Institute for Wealth Management
Colorado
$482K +$86.7K +3,432 +22%
CPIA
620
Cornell Pochily Investment Advisors
New York
$482K +$483K +19,131 New
SBIA
621
Sheaff Brock Investment Advisors
Indiana
$477K +$2.88K +114 +0.6%
KWM
622
Kingsview Wealth Management
Oregon
$474K -$91.4K -3,621 -16%
HTC
623
Haverford Trust Company
Pennsylvania
$468K +$153K +6,054 +48%
BFC
624
Bedel Financial Consulting
Indiana
$466K -$42.3K -1,674 -8%
AWM
625
Avior Wealth Management
Nebraska
$464K -$23.7K -939 -5%