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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
601
Bartlett & Co
Ohio
$995K -$18.7K -720 -2%
EAM
602
Evanson Asset Management
California
$991K +$701 +27 +0.1%
BFA
603
Beaumont Financial Advisors
Massachusetts
$988K -$8.42K -324 -0.9%
PL
604
Plancorp LLC
Missouri
$988K +$3.66K +141 +0.4%
CMBA
605
C.M. Bidwell & Associates
Hawaii
$973K -$3.58K -138 -0.4%
EWM
606
Empirical Wealth Management
Washington
$967K +$255K +9,825 +38%
OFG
607
Orcam Financial Group
California
$960K +$926K +35,637 New
GBWM
608
Granite Bay Wealth Management
New Hampshire
$960K +$926K +35,640 New
GWM
609
Gray Wealth Management
Maine
$956K -$4.29K -165 -0.5%
HWM
610
Horizon Wealth Management
Illinois
$955K +$921K +35,442 New
IWM
611
IHT Wealth Management
Illinois
$950K +$23.4K +900 +3%
VCAM
612
Van Cleef Asset Management
Ohio
$946K -$14.3K -552 -2%
PCG
613
Private Capital Group
Connecticut
$945K -$69.4K -2,673 -7%
UIA
614
Ulland Investment Advisors
Minnesota
$944K +$911K +35,055 New
Citadel Advisors
615
Citadel Advisors
Florida
$938K +$904K +34,800 New
TFS
616
TrustCore Financial Services
Tennessee
$936K -$179K -6,876 -17%
BCA
617
Bay Colony Advisors
Massachusetts
$924K +$71.7K +2,760 +9%
CP
618
Corbenic Partners
Pennsylvania
$918K
MCM
619
Mengis Capital Management
Oregon
$916K -$16K -615 -2%
AA
620
Auxano Advisors
Washington
$915K +$2.73K +105 +0.3%
GAM
621
Garrison Asset Management
Arkansas
$913K +$37.5K +1,443 +4%
TC
622
TAP Consulting
Missouri
$908K -$515K -19,833 -37%
NSAM
623
North Star Asset Management
Wisconsin
$900K +$324K +12,465 +60%
OC
624
Oarsman Capital
Wisconsin
$892K +$10.8K +414 +1%
RWM
625
RKL Wealth Management
Pennsylvania
$890K -$2.96K -114 -0.3%