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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
651
Revolve Wealth Partners
New Jersey
$1.91M -$43K -1,752 -2%
SFPG
652
Stonebridge Financial Planning Group
Florida
$1.9M -$172K -7,014 -8%
GA
653
Greytown Advisors
Florida
$1.89M +$1.97M +80,100 New
MAS
654
Madden Advisory Services
Florida
$1.88M +$661K +26,955 +51%
TW
655
Transform Wealth
Colorado
$1.88M -$500K -20,367 -20%
OWM
656
Opes Wealth Management
California
$1.85M -$252K -10,260 -12%
MCM
657
Maple Capital Management
Vermont
$1.85M +$71K +2,895 +4%
LF
658
LifeSteps Financial
California
$1.84M +$184K +7,512 +11%
ISWM
659
Independent Solutions Wealth Management
New York
$1.84M +$399K +16,275 +26%
HNB
660
Huntington National Bank
Ohio
$1.83M
JCM
661
Janney Capital Management
Pennsylvania
$1.83M +$204K +8,328 +12%
LCM
662
LVM Capital Management
Michigan
$1.82M +$180K +7,320 +10%
CG
663
Cutler Group
California
$1.82M +$1.9M +77,295 New
Bank of Montreal
664
Bank of Montreal
Ontario, Canada
$1.81M +$251K +10,212 +16%
KTM
665
Keeler Thomas Management
Utah
$1.79M +$33.4K +1,362 +2%
TFGT
666
TS Financial Group (TSFG)
Illinois
$1.78M +$57.1K +2,328 +3%
SMFG
667
Sumitomo Mitsui Financial Group
Japan
$1.78M +$147K +5,991 +9%
BSSFA
668
Baron Silver Stevens Financial Advisors
Florida
$1.78M +$293K +11,925 +19%
ADL
669
Asset Dedication LLC
California
$1.77M +$589 +24 +0%
APW
670
Aurora Private Wealth
New Jersey
$1.77M +$110K +4,476 +6%
ZIMP
671
Zimmermann Investment Management & Planning
Pennsylvania
$1.76M -$4.88M -198,711 -73%
IAG
672
Investment Advisory Group
Massachusetts
$1.76M -$43.6K -1,776 -2%
NGA
673
Naples Global Advisors
Florida
$1.75M -$12.1K -492 -0.7%
SWM
674
Silverlake Wealth Management
Vermont
$1.74M +$239K +9,750 +15%
OIM
675
Opus Investment Management
Massachusetts
$1.74M +$277K +11,286 +18%