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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GMA
651
Glassy Mountain Advisors
Maryland
$2.29M +$2.15M +90,360 New
AMG
652
Advisors Management Group
Wisconsin
$2.26M +$41.7K +1,749 +2%
ISWM
653
Independent Solutions Wealth Management
New York
$2.25M +$259K +10,848 +14%
BWM
654
Baystate Wealth Management
Massachusetts
$2.25M -$28.7K -1,203 -1%
FL
655
FreeGulliver LLC
Louisiana
$2.25M +$2.11M +88,683 New
RJT
656
Raymond James Trust
Florida
$2.25M +$77.6K +3,255 +4%
TAM
657
Townsend Asset Management
North Carolina
$2.25M -$25.3K -1,062 -1%
BJL
658
Brighton Jones LLC
Washington
$2.24M +$143K +5,994 +7%
BAM
659
Berkshire Asset Management
Pennsylvania
$2.23M +$14.4K +606 +0.7%
SFPG
660
Stonebridge Financial Planning Group
Florida
$2.22M +$165K +6,936 +9%
PFS
661
Prospera Financial Services
Texas
$2.21M -$1.91M -80,199 -48%
AL
662
ACAS LLC
California
$2.21M -$28.7K -1,206 -1%
EIG
663
Ellenbecker Investment Group
Wisconsin
$2.21M -$611K -25,650 -23%
CC
664
Cypress Capital
Tennessee
$2.2M +$834K +34,989 +68%
PWM
665
Paulson Wealth Management
Illinois
$2.2M -$316K -13,266 -13%
GIA
666
Guyasuta Investment Advisors
Pennsylvania
$2.19M – – –
Bessemer Group
667
Bessemer Group
New Jersey
$2.17M – – –
CFO
668
Collective Family Office
Pennsylvania
$2.16M -$810K -34,005 -29%
FWM
669
FMA Wealth Management
Massachusetts
$2.15M +$2.02M +84,654 New
EA
670
Emerald Advisors
Washington
$2.11M -$165K -6,927 -8%
CAL
671
Capital Analysts LLC
Pennsylvania
$2.1M +$13.7K +576 +0.7%
FNBOMD
672
First National Bank of Mount Dora
Florida
$2.09M – – –
S
673
Sachetta
Massachusetts
$2.09M +$1.96M +82,449 New
RFA
674
Register Financial Advisors
Georgia
$2.08M -$57.1K -2,397 -3%
RWP
675
Revolve Wealth Partners
New Jersey
$2.07M +$6.51K +273 +0.3%