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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCM
676
Firestone Capital Management
Florida
$393K – – –
SWMG
677
Sanchez Wealth Management Group
Florida
$392K – – –
Vanguard Personalized Indexing Management
678
Vanguard Personalized Indexing Management
California
$381K -$30.3K -1,194 -7%
KFI
679
Key Financial Inc
Pennsylvania
$381K +$45.7K +1,800 +13%
SWP
680
Summit Wealth Partners
Florida
$381K +$60.9K +2,397 +18%
SEP
681
Southland Equity Partners
Missouri
$379K – – –
BAM
682
Barrett Asset Management
New York
$375K – – –
CCA
683
Checchi Capital Advisers
California
$372K – – –
AL
684
Aspiriant LLC
California
$368K -$141K -5,538 -27%
LBC
685
Lowe Brockenbrough & Co
Virginia
$368K +$4.96K +195 +1%
PA
686
Probity Advisors
Texas
$364K +$122K +4,800 +48%
1SB
687
1ST Source Bank
Indiana
$361K +$94.5K +3,720 +34%
WFA
688
West Financial Advisors
Iowa
$360K -$610 -24 -0.2%
RWA
689
Redhawk Wealth Advisors
Minnesota
$359K -$43.3K -1,704 -11%
OAM
690
Oppenheimer Asset Management
New York
$358K +$124K +4,878 +51%
RWP
691
RWA Wealth Partners
Massachusetts
$357K +$367K +14,442 New
IWP
692
Insight Wealth Partners
Texas
$355K – – –
MOS
693
MGO One Seven
Ohio
$352K +$346K +13,617 New
EI
694
Ellevest Inc
New York
$347K -$59.9K -2,355 -14%
SWA
695
Sutton Wealth Advisors
Florida
$344K – – –
JCM
696
Jacobi Capital Management
Pennsylvania
$338K +$229 +9 +0.1%
BBA
697
BLB&B Advisors
Pennsylvania
$336K +$80.4K +3,162 +30%
WAS
698
WESPAC Advisors SoCal
California
$335K – – –
FM
699
Foster & Motley
Ohio
$331K -$181K -7,116 -35%
GW
700
GW & Wade
Massachusetts
$325K +$34.7K +1,365 +12%