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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
701
Muirfield Wealth Advisors
North Carolina
$2.28M +$38.4K +1,410 +2%
SW
702
SteelPeak Wealth
California
$2.28M -$722K -26,520 -25%
BWAM
703
Boyd Watterson Asset Management
Ohio
$2.28M +$122K +4,494 +6%
Squarepoint
704
Squarepoint
New York
$2.27M -$1.99M -73,047 -48%
ADL
705
Asset Dedication LLC
California
$2.27M +$218K +7,986 +11%
PCMC
706
Planning Capital Management Corporation
Pennsylvania
$2.27M +$7.93K +291 +0.4%
AWP
707
Atlas Wealth Partners
Pennsylvania
$2.24M +$2.17M +79,656 New
TAM
708
Townsend Asset Management
North Carolina
$2.24M +$15.9K +585 +0.7%
AWA
709
Arkadios Wealth Advisors
Georgia
$2.24M +$399K +14,652 +23%
CPIG
710
Chicago Partners Investment Group
Illinois
$2.23M +$3.74M +137,301 +138%
WFS
711
WealthGarden F.S.
California
$2.22M +$91K +3,342 +4%
WF
712
Warner Financial
Maryland
$2.22M +$42.6K +1,563 +2%
PTC
713
Private Trust Company
Ohio
$2.22M -$235K -8,622 -10%
M
714
MYeCFO
California
$2.21M +$117K +4,281 +6%
LFG
715
Larson Financial Group
Missouri
$2.2M +$143K +5,259 +7%
PGFC
716
Peapack-Gladstone Financial Corp
New Jersey
$2.19M +$328K +12,045 +18%
PI
717
PFG Investments
New York
$2.19M +$60.1K +2,205 +3%
FA
718
Fermata Advisors
California
$2.17M -$5.85M -214,764 -74%
WWM
719
WT Wealth Management
Arizona
$2.15M +$4.03M +147,831 +194%
LA
720
Legacy Advisors
Pennsylvania
$2.15M -$91.1K -3,345 -4%
HCA
721
Heck Capital Advisors
Wisconsin
$2.14M -$9.97K -366 -0.5%
WCM
722
Whitener Capital Management
North Carolina
$2.14M -$58K -2,130 -3%
SFPG
723
Stonebridge Financial Planning Group
Florida
$2.14M +$35.1K +1,290 +2%
SAM
724
Secure Asset Management
Michigan
$2.13M -$79.1K -2,904 -4%
SIC
725
Salem Investment Counselors
North Carolina
$2.13M +$2.29K +84 +0.1%