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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
751
Stonebridge Financial Planning Group
Florida
$2.73M – – –
HH
752
Hilltop Holdings
Texas
$2.72M +$97.2K +3,204 +4%
OWM
753
Opes Wealth Management
California
$2.72M -$4.16K -137 -0.2%
CT
754
Caldwell Trust
Florida
$2.72M -$107K -3,536 -4%
PCMNC
755
Piedmont Capital Management (North Carolina)
North Carolina
$2.7M -$6.07K -200 -0.2%
PCA
756
Providence Capital Advisors
North Carolina
$2.7M +$24.1K +795 +0.9%
RAG
757
RIA Advisory Group
Iowa
$2.7M +$77.1K +2,541 +3%
BWM
758
BKM Wealth Management
Wisconsin
$2.69M -$1.15M -37,904 -30%
CWS
759
Cypress Wealth Services
California
$2.68M -$101K -3,317 -4%
Vident Advisory
760
Vident Advisory
Georgia
$2.66M -$113K -3,738 -4%
WKSWA
761
White Knight Strategic Wealth Advisors
New Jersey
$2.66M -$119K -3,930 -4%
CWAF
762
Core Wealth Advisors (Florida)
Florida
$2.66M +$418K +13,768 +19%
MCA
763
Millennium Capital Advisors
Arkansas
$2.64M -$57.5K -1,895 -2%
FTS
764
Fifth Third Securities
Ohio
$2.64M -$252K -8,304 -9%
BBPWM
765
Blue Bell Private Wealth Management
Pennsylvania
$2.64M -$73.3K -2,417 -3%
PWA
766
Physician Wealth Advisors
Utah
$2.62M +$81.6K +2,689 +3%
CPG
767
Cornerstone Planning Group
New Jersey
$2.61M -$4.35M -143,501 -64%
XPN
768
XY Planning Network
Montana
$2.6M -$121K -3,991 -4%
MFG
769
Magnus Financial Group
New York
$2.6M +$1.4M +46,224 +120%
MIM
770
Macroview Investment Management
Maryland
$2.58M +$37.5K +1,236 +1%
WKWM
771
Walter & Keenan Wealth Management
Indiana
$2.57M -$5.76K -190 -0.2%
CAP
772
Columbia Advisory Partners
Washington
$2.56M -$5.88M -193,825 -70%
BWP
773
BlueStem Wealth Partners
Minnesota
$2.56M -$456K -15,044 -15%
BMCM
774
Bryn Mawr Capital Management
Pennsylvania
$2.55M -$224K -7,382 -8%
JHC
775
J. Hagan Capital
Kentucky
$2.55M +$99K +3,265 +4%