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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
651
Bellevue Asset Management
Washington
$803K +$4.99K +192 +0.6%
AA
652
Ancora Advisors
Ohio
$783K +$150K +5,772 +25%
AMC
653
Asset Management Corp
Illinois
$769K +$81.9K +3,153 +12%
WCM
654
Whitener Capital Management
North Carolina
$761K +$209K +8,037 +40%
NEGWA
655
New England Guild Wealth Advisors
Connecticut
$759K – – –
IFWM
656
Institute for Wealth Management
Colorado
$758K +$228K +8,760 +45%
CI
657
Chartist Inc
California
$755K – – –
MFA
658
Mayflower Financial Advisors
Massachusetts
$754K – – –
FC
659
Fusion Capital
South Carolina
$752K +$21.8K +840 +3%
HFBOT
660
Home Federal Bank of Tennessee
Tennessee
$751K -$73.7K -2,835 -9%
LGWM
661
Litman Gregory Wealth Management
California
$736K +$433K +16,650 +156%
OCG
662
Opus Capital Group
Ohio
$731K +$195K +7,503 +38%
SIA
663
Soltis Investment Advisors
Utah
$730K -$4.99K -192 -0.7%
Bank of Montreal
664
Bank of Montreal
Ontario, Canada
$729K +$114K +4,401 +19%
ACM
665
Antonetti Capital Management
Florida
$727K – – –
B
666
Bailard
California
$718K +$441K +16,989 +176%
IC
667
Intersect Capital
California
$709K – – –
HNB
668
Huntington National Bank
Ohio
$708K -$370K -14,229 Closed
WCFA
669
Walkner Condon Financial Advisors
Wisconsin
$708K -$9.27K -357 -1%
MCP
670
Martin Capital Partners
Oregon
$700K +$8.34K +321 +1%
PB
671
Pinnacle Bancorp
Nebraska
$699K – – –
DFG
672
Demars Financial Group
Washington
$698K +$35.5K +1,365 +6%
BFG
673
Bouchey Financial Group
New York
$694K -$3.12K -120 -0.5%
BFA
674
Beacon Financial Advisory
Ohio
$690K – – –
RCWM
675
Royal Capital Wealth Management
Indiana
$688K +$663K +25,533 New