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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
701
Physician Wealth Advisors
Utah
$2.85M +$3.51K +126 +0.1%
TSWM
702
Tyler-Stone Wealth Management
Ohio
$2.85M +$1.17M +42,136 +71%
SFG
703
SNS Financial Group
Minnesota
$2.84M -$156K -5,601 -5%
LFG
704
Larson Financial Group
Missouri
$2.84M +$284K +10,194 +11%
1L
705
10Elms LLP
Oklahoma
$2.84M +$11K +395 +0.4%
SWM
706
SpringVest Wealth Management
Texas
$2.83M +$39.6K +1,422 +1%
ISWM
707
Independent Solutions Wealth Management
New York
$2.83M +$147K +5,259 +5%
PGAM
708
Princeton Global Asset Management
New Jersey
$2.83M -$1.95K -70 -0.1%
AGC
709
Aspen Grove Capital
Colorado
$2.83M +$5.27K +189 +0.2%
CFS
710
Coordinated Financial Services
Colorado
$2.82M -$43K -1,544 -2%
RFA
711
Register Financial Advisors
Georgia
$2.81M +$125K +4,495 +5%
AWMM
712
Aegis Wealth Management (Maryland)
Maryland
$2.8M – – –
BBHC
713
Brown Brothers Harriman & Co
New York
$2.78M – – –
SSI
714
Scott & Selber Inc
Texas
$2.75M +$9.37K +336 +0.3%
GIM
715
Guild Investment Management
California
$2.75M +$486K +17,425 +22%
HCA
716
Heck Capital Advisors
Wisconsin
$2.74M -$40.1M -1,438,393 -94%
MCM
717
MidAtlantic Capital Management
Virginia
$2.74M -$13K -465 -0.5%
KNFPWM
718
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.72M +$59.4K +2,132 +2%
SC
719
Savant Capital
Illinois
$2.72M +$12.3K +440 +0.5%
Bank of Montreal
720
Bank of Montreal
Ontario, Canada
$2.69M -$233K -8,351 -8%
SAM
721
Secure Asset Management
Michigan
$2.69M -$86.2K -3,092 -3%
FWM
722
FMA Wealth Management
Massachusetts
$2.68M -$4.01K -144 -0.2%
BMCM
723
Bryn Mawr Capital Management
Pennsylvania
$2.67M -$68.9K -2,471 -3%
CPRC
724
Consolidated Portfolio Review Corp
New York
$2.67M -$7.89K -283 -0.3%
CIG
725
CHB Investment Group
Pennsylvania
$2.67M +$21.3K +765 +0.8%