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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
651
Betterment LLC
New York
$3.11M -$745K -28,521 -20%
TCWM
652
Total Clarity Wealth Management
Illinois
$3.1M +$3.05M +116,816 New
SC
653
Savant Capital
Illinois
$3.1M +$509K +19,483 +20%
SL
654
SFM LLC
New Hampshire
$3.08M +$255K +9,770 +9%
SFG
655
SNS Financial Group
Minnesota
$3.07M +$370K +14,186 +14%
WF
656
Warner Financial
Maryland
$3.07M -$284K -10,856 -9%
GMA
657
Glassy Mountain Advisors
Maryland
$3.05M +$28.4K +1,089 +1%
BI
658
Beckerman Institutional
New Jersey
$3.03M +$250K +9,555 +9%
AMG
659
Advisors Management Group
Wisconsin
$3.02M -$13.3K -508 -0.4%
MAS
660
Madden Advisory Services
Florida
$3M +$10K +383 +0.3%
SW
661
Simplicity Wealth
New Jersey
$3M -$891K -34,105 -23%
CPL
662
CAP Partners LLC
Tennessee
$3M +$53.9K +2,064 +2%
SWM
663
SeaCrest Wealth Management
New York
$2.99M +$14.7K +563 +0.5%
LFG
664
Larson Financial Group
Missouri
$2.99M +$291K +11,127 +11%
HA
665
Hamel Associates
New Jersey
$2.98M -$275K -10,549 -9%
FNT
666
First National Trust
Pennsylvania
$2.96M +$92.7K +3,549 +3%
CIAS
667
Capital Investment Advisory Services
North Carolina
$2.96M -$124K -4,755 -4%
WKWM
668
Walter & Keenan Wealth Management
Indiana
$2.95M -$9.98K -382 -0.3%
HL
669
HeadInvest LLC
Maine
$2.95M -$16K -614 -0.5%
TSWM
670
Tyler-Stone Wealth Management
Ohio
$2.94M +$240K +9,194 +9%
JSW
671
Journey Strategic Wealth
New Jersey
$2.93M -$47.1K -1,802 -2%
T
672
Transce3nd
Texas
$2.91M +$106K +4,065 +4%
GIA
673
Guyasuta Investment Advisors
Pennsylvania
$2.9M +$4.6K +176 +0.2%
WWM
674
Woodside Wealth Management
Massachusetts
$2.89M +$50.3K +1,925 +2%
LF
675
LifeSteps Financial
California
$2.88M +$485K +18,572 +21%