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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AMC
651
Asset Management Corp
Illinois
$769K +$81.9K +3,153 +12%
WCM
652
Whitener Capital Management
North Carolina
$761K +$209K +8,037 +40%
NEGWA
653
New England Guild Wealth Advisors
Connecticut
$759K
IFWM
654
Institute for Wealth Management
Colorado
$758K +$228K +8,760 +45%
CI
655
Chartist Inc
California
$755K
MFA
656
Mayflower Financial Advisors
Massachusetts
$754K
FC
657
Fusion Capital
South Carolina
$752K +$21.8K +840 +3%
HFBOT
658
Home Federal Bank of Tennessee
Tennessee
$751K -$73.7K -2,835 -9%
LGWM
659
Litman Gregory Wealth Management
California
$736K +$433K +16,650 +156%
OCG
660
Opus Capital Group
Ohio
$731K +$195K +7,503 +38%
SIA
661
Soltis Investment Advisors
Utah
$730K -$4.99K -192 -0.7%
Bank of Montreal
662
Bank of Montreal
Ontario, Canada
$729K +$114K +4,401 +19%
ACM
663
Antonetti Capital Management
Florida
$727K
B
664
Bailard
California
$718K +$441K +16,989 +176%
IC
665
Intersect Capital
California
$709K
HNB
666
Huntington National Bank
Ohio
$708K -$370K -14,229 Closed
WCFA
667
Walkner Condon Financial Advisors
Wisconsin
$708K -$9.27K -357 -1%
MCP
668
Martin Capital Partners
Oregon
$700K +$8.34K +321 +1%
PB
669
Pinnacle Bancorp
Nebraska
$699K
DFG
670
Demars Financial Group
Washington
$698K +$35.5K +1,365 +6%
BFG
671
Bouchey Financial Group
New York
$694K -$3.12K -120 -0.5%
BFA
672
Beacon Financial Advisory
Ohio
$690K
RCWM
673
Royal Capital Wealth Management
Indiana
$688K +$663K +25,533 New
CWM
674
Cordatus Wealth Management
Pennsylvania
$681K +$657K +25,281 New
HIC
675
Holderness Investments Company
North Carolina
$676K +$205K +7,884 +46%