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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
701
WealthShield Partners
North Carolina
$1.23M -$15.2K -615 -1%
APA
702
Astoria Portfolio Advisors
New York
$1.22M -$48.6K -1,971 -4%
LEFP
703
Leading Edge Financial Planning
Tennessee
$1.21M +$1.19M +48,144 New
JWM
704
Jackson Wealth Management
Florida
$1.21M -$415K -16,830 -26%
MC
705
Miramar Capital
Illinois
$1.21M +$90K +3,645 +8%
SP
706
SWS Partners
Ohio
$1.21M -$24.4K -987 -2%
RGF
707
Retirement Guys Formula
Ohio
$1.2M -$12.8K -519 -1%
SMG
708
Smart Money Group
Texas
$1.2M +$61.9K +2,508 +6%
EAM
709
Evanson Asset Management
California
$1.2M +$98.9K +4,005 +9%
IAG
710
Investment Advisory Group
Massachusetts
$1.2M +$568K +23,007 +94%
NSIM
711
North Star Investment Management
Illinois
$1.19M +$381K +15,435 +48%
OIM
712
Opus Investment Management
Massachusetts
$1.19M +$376K +15,225 +48%
FFA
713
Farther Finance Advisors
California
$1.19M +$1.17M +47,217 New
OIS
714
Okabena Investment Services
Minnesota
$1.19M +$1.67M +67,713 New
OC
715
Oarsman Capital
Wisconsin
$1.16M +$325K +13,176 +40%
Lido Advisors
716
Lido Advisors
California
$1.16M +$109K +4,404 +11%
CT
717
Caldwell Trust
Florida
$1.16M +$271K +10,962 +31%
CAM
718
Cresset Asset Management
Illinois
$1.15M -$1.57M -63,780 -45%
GAM
719
Garrison Asset Management
Arkansas
$1.15M +$6.37K +258 +0.6%
MC
720
Montag & Caldwell
Georgia
$1.13M – – –
MMHP
721
Murphy Middleton Hinkle & Parker
Georgia
$1.12M +$518 +21 +0%
AIP
722
Ahrens Investment Partners
Louisiana
$1.12M +$115K +4,656 +12%
SEP
723
Southland Equity Partners
Missouri
$1.12M +$341K +13,815 +45%
CA
724
CSM Advisors
Pennsylvania
$1.12M – – –
NRA
725
NSI Retail Advisors
Pennsylvania
$1.12M – – –