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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
Provident Wealth Management
Tennessee
$25K – – –
BCA
627
Berman Capital Advisors
Georgia
$25K +$221 +12 +0.9%
CFFP
628
Center for Financial Planning
Michigan
$22K – – –
TFA
629
Toth Financial Advisory
Virginia
$22K +$5.52K +300 +34%
AW
630
Avion Wealth
Texas
$21K – – –
FMII
631
Farmers & Merchants Investments Inc
Nebraska
$21K – – –
WC
632
Westwind Capital
New Mexico
$21K – – –
GKIM
633
GW&K Investment Management
Massachusetts
$21K +$20.7K +1,125 New
ACA
634
Aptus Capital Advisors
Alabama
$18K – – –
HWA
635
HCR Wealth Advisors
California
$18K – – –
OC
636
Oakworth Capital
Alabama
$17K – – –
SFG
637
Sowa Financial Group
Rhode Island
$16K – – –
WT
638
Whittier Trust
California
$16K – – –
OIA
639
Optimum Investment Advisors
Illinois
$15K +$110 +6 +0.8%
MFT
640
Moisand Fitzgerald Tamayo
Florida
$15K +$14.6K +792 New
CFD
641
Creative Financial Designs
Indiana
$14K -$15.6K -849 -53%
WB
642
West Bancorporation
Iowa
$14K -$552 -30 -4%
RCA
643
Rowland Carmichael Advisors
Arizona
$14K – – –
Rockefeller Capital Management
644
Rockefeller Capital Management
New York
$14K +$110 +6 +0.8%
LFG
645
Larson Financial Group
Missouri
$13K -$3.09K -168 -20%
1IA
646
1834 Investment Advisors
Wisconsin
$13K – – –
JGIA
647
Jackson Grant Investment Advisers
Connecticut
$12K +$110 +6 +0.9%
PFS
648
Prospera Financial Services
Texas
$12K +$12.4K +672 New
FPB
649
First PREMIER Bank
South Dakota
$11K +$11K +600 New
WAS
650
Winch Advisory Services
Wisconsin
$9K +$8.72K +474 New