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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Adams Wealth Management
Utah
$1.1M +$135K +5,406 +14%
BCA
752
Bay Colony Advisors
Massachusetts
$1.09M +$56.3K +2,250 +5%
FAIM
753
Financial Advocates Investment Management
Washington
$1.09M -$2.9M -116,169 -72%
MMHP
754
Murphy Middleton Hinkle & Parker
Georgia
$1.09M +$450 +18 +0%
BTWM
755
Baker Tilly Wealth Management
Wisconsin
$1.09M +$415K +16,614 +60%
CT
756
Clearstead Trust
Maine
$1.08M +$2.63K +105 +0.2%
Fisher Asset Management
757
Fisher Asset Management
Washington
$1.08M +$75K +3,000 +7%
CA
758
CSM Advisors
Pennsylvania
$1.08M
NRA
759
NSI Retail Advisors
Pennsylvania
$1.08M
FPIS
760
Financial Planning & Information Services
Wisconsin
$1.08M +$826K +33,054 +294%
BDFN
761
Bond & Devick Financial Network
Minnesota
$1.08M +$28.7K +1,146 +3%
CNFG
762
Creegan & Nassoura Financial Group
New Hampshire
$1.07M -$750 -30 -0.1%
FWSM
763
First Wilshire Securities Management
California
$1.07M
LAM
764
LifePro Asset Management
California
$1.07M
NSAM
765
North Star Asset Management
Wisconsin
$1.07M +$18K +720 +2%
GBWM
766
Granite Bay Wealth Management
New Hampshire
$1.06M +$12.2K +486 +1%
OC
767
Oarsman Capital
Wisconsin
$1.05M -$82.1K -3,282 -7%
GWM
768
Gray Wealth Management
Maine
$1.05M +$32.2K +1,287 +3%
JFG
769
JMG Financial Group
Illinois
$1.04M +$73.9K +2,955 +7%
GGS
770
Galvin Gaustad & Stein
Arizona
$1.04M +$7.2K +288 +0.7%
KCM
771
Kathmere Capital Management
Pennsylvania
$1.04M +$1.06M +42,486 New
CS
772
Capital Square
Tennessee
$1.03M +$58.5K +2,340 +6%
SFG
773
StrategIQ Financial Group
Indiana
$1.03M -$23.3K -930 -2%
OL
774
Owen LaRue
Kentucky
$1.03M
WCM
775
WealthBridge Capital Management
Ohio
$1.02M +$15K +600 +1%