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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
676
Roman Butler Fullerton & Co
Missouri
$1.51M +$307K +12,294 +24%
MA
677
MAS Advisors
Florida
$1.51M -$31K -1,239 -2%
TFGT
678
TS Financial Group (TSFG)
Illinois
$1.5M -$192K -7,698 -11%
MCM
679
Mengis Capital Management
Oregon
$1.48M +$131K +5,232 +9%
CFGSD
680
Compass Financial Group (South Dakota)
South Dakota
$1.48M +$264K +10,548 +21%
BBPWM
681
Blue Bell Private Wealth Management
Pennsylvania
$1.47M +$26.4K +1,056 +2%
SWM
682
Silverlake Wealth Management
Vermont
$1.47M +$139K +5,571 +10%
FTUS
683
Flow Traders U.S.
New York
$1.46M +$1.06M +42,531 +244%
IFWM
684
Institute for Wealth Management
Colorado
$1.43M +$566K +22,653 +63%
SC
685
Stephens Consulting
Michigan
$1.43M +$1.47M +58,704 New
RAG
686
RIA Advisory Group
Iowa
$1.43M +$307K +12,261 +26%
SFG
687
Sage Financial Group
Pennsylvania
$1.43M -$34.9K -1,395 -2%
LA
688
Latitude Advisors
Florida
$1.41M +$112K +4,485 +8%
RRA
689
Round Rock Advisors
Connecticut
$1.41M +$840K +33,597 +139%
WFG
690
Wills Financial Group
Virginia
$1.41M +$74.6K +2,985 +5%
SBIA
691
Sheaff Brock Investment Advisors
Indiana
$1.41M +$29.1K +1,164 +2%
Bank of Montreal
692
Bank of Montreal
Ontario, Canada
$1.38M -$49.1K -1,962 -3%
FA
693
Fermata Advisors
California
$1.38M -$16M -641,121 -92%
BWM
694
BNC Wealth Management
Oregon
$1.38M -$9.07K -363 -0.6%
ISWM
695
Independent Solutions Wealth Management
New York
$1.37M +$30K +1,200 +2%
PFA
696
Pathway Financial Advisers
Indiana
$1.37M +$1.18M +47,370 +550%
FPAS
697
Focus Partners Advisor Solutions
Missouri
$1.36M +$368K +14,700 +36%
HWM
698
Heirloom Wealth Management
Colorado
$1.36M -$3.77M -150,684 -73%
OWM
699
Opes Wealth Management
California
$1.35M +$74.3K +2,970 +6%
SMFG
700
Sumitomo Mitsui Financial Group
Japan
$1.35M +$145K +5,790 +12%