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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIP
701
WealthCare Investment Partners
Rhode Island
$3.16M -$217K -7,157 -6%
Choate Investment Advisors
702
Choate Investment Advisors
Massachusetts
$3.16M – – –
FA
703
Freestate Advisors
Kansas
$3.14M +$176K +5,797 +6%
WWA
704
WCG Wealth Advisors
Nevada
$3.13M +$22.2K +731 +0.7%
CIM
705
Corda Investment Management
Texas
$3.13M -$564K -18,589 -15%
HC
706
Hurley Capital
New York
$3.11M +$239K +7,884 +8%
Wedmont Private Capital
707
Wedmont Private Capital
Pennsylvania
$3.1M +$24.3K +802 +0.8%
JWBC
708
John W. Brooker & Co
California
$3.08M +$115K +3,800 +4%
BFS
709
Bare Financial Services
Pennsylvania
$3.08M +$1.73M +56,900 +131%
MWM
710
Maripau Wealth Management
Indiana
$3.06M +$275K +9,066 +10%
KWM
711
KFG Wealth Management
Indiana
$3.06M +$506K +16,687 +20%
FWWM
712
Fiscal Wisdom Wealth Management
Connecticut
$3.05M +$262K +8,647 +10%
WWM
713
Woodside Wealth Management
Massachusetts
$3.05M -$291K -9,585 -9%
RYIA
714
Roehl & Yi Investment Advisors
Oregon
$3.04M +$104K +3,434 +3%
SWM
715
Selby Wealth Management
California
$3.04M -$73K -2,405 -2%
IAG
716
Investment Advisory Group
Massachusetts
$3.01M -$120K -3,966 -4%
AGC
717
Aspen Grove Capital
Colorado
$3.01M -$24.6K -810 -0.8%
SNS Financial Group
718
SNS Financial Group
Minnesota
$3.01M -$110K -3,611 -4%
CFO
719
Collective Family Office
Pennsylvania
$3M -$309K -10,172 -9%
Luther King Capital Management (LKCM)
720
Luther King Capital Management (LKCM)
Texas
$3M – – –
MPIA
721
Milestones Private Investment Advisors
New York
$3M -$149K -4,910 -5%
MWA
722
Muirfield Wealth Advisors
North Carolina
$2.98M +$19.3K +637 +0.7%
PAA
723
Peregrine Asset Advisers
Oregon
$2.98M +$683K +22,522 +30%
MSS
724
Mitchell Sinkler & Starr
Pennsylvania
$2.97M +$215K +7,072 +8%
SSI
725
Scott & Selber Inc
Texas
$2.96M -$127K -4,202 -4%