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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
651
Capital Asset Advisory Services
Michigan
$934K +$778K +29,700 +512%
HWM
652
Horizon Wealth Management
Illinois
$932K
PCG
653
Private Capital Group
Connecticut
$930K +$8.01K +306 +0.9%
RWM
654
Rench Wealth Management
Texas
$929K -$72.8K -2,781 -7%
EHAM
655
Eagle Harbor Asset Management
Washington
$924K -$51.2K -1,956 -5%
EAM
656
Evanson Asset Management
California
$922K -$45K -1,719 -5%
Bank of Montreal
657
Bank of Montreal
Ontario, Canada
$912K +$188K +7,191 +27%
TW
658
Transform Wealth
Colorado
$901K +$48.4K +1,848 +6%
Fisher Asset Management
659
Fisher Asset Management
Washington
$897K +$64.8K +2,475 +8%
AA
660
Auxano Advisors
Washington
$895K +$2.28K +87 +0.3%
TFS
661
TrustCore Financial Services
Tennessee
$890K -$23.8K -909 -3%
RCWM
662
Royal Capital Wealth Management
Indiana
$873K +$201K +7,677 +30%
OC
663
Oarsman Capital
Wisconsin
$871K +$1.02K +39 +0.1%
SOS
664
Silver Oak Securities
Tennessee
$858K +$849K +32,421 New
APW
665
Austin Private Wealth
Texas
$841K -$1.4M -53,337 -63%
NSIM
666
North Star Investment Management
Illinois
$839K
TP
667
Tranquility Partners
Tennessee
$830K +$4.01K +153 +0.5%
MFW
668
Meristem Family Wealth
Minnesota
$828K
FRA
669
Front Row Advisors
California
$826K +$79 +3 +0%
MWA
670
Moser Wealth Advisors
Washington
$820K +$817K +31,200 New
AMC
671
Asset Management Corp
Illinois
$817K +$66.3K +2,532 +9%
SL
672
Stevard LLC
Illinois
$814K
FWP
673
FAS Wealth Partners
Kansas
$810K +$5.18K +198 +0.6%
AA
674
Ancora Advisors
Ohio
$805K +$40.5K +1,548 +5%
MFA
675
Mayflower Financial Advisors
Massachusetts
$794K +$57.9K +2,211 +8%