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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWB
776
RMR Wealth Builders
New Jersey
$69K +$65K +2,859 New
OC
777
Oakworth Capital
Alabama
$66K +$41.7K +1,833 +204%
DWP
778
Destiny Wealth Partners
Florida
$65K -$6.41K -282 -9%
AWM
779
Accel Wealth Management
Iowa
$65K +$41.1K +1,809 +209%
RBC
780
Roble Belko & Company
Pennsylvania
$62K +$13.2K +579 +30%
EP
781
Eudaimonia Partners
Tennessee
$62K +$16.6K +732 +41%
PIP
782
Peachtree Investment Partners
Florida
$61K +$1.84K +81 +3%
TCM
783
TD Capital Management
Tennessee
$60K +$56.6K +2,487 New
TCWA
784
Ten Capital Wealth Advisors
Washington
$58K – – –
RIM
785
Rockbridge Investment Management
New York
$57K – – –
WT
786
Washington Trust
Rhode Island
$56K – – –
AL
787
ADE LLC
Maryland
$55K – – –
PMFA
788
Plante Moran Financial Advisors
Michigan
$54K +$2.25K +99 +5%
TIM
789
Tortoise Investment Management
New York
$53K +$43.5K +1,914 +717%
WC
790
Westwind Capital
New Mexico
$49K +$19.3K +849 +73%
Deutsche Bank
791
Deutsche Bank
Germany
$45K -$94.3K -4,146 -69%
CCA
792
Column Capital Advisors
Indiana
$44K +$5.46K +240 +15%
PFGIA
793
Patriot Financial Group Insurance Agency
Massachusetts
$42K +$68 +3 +0.2%
BlackRock
794
BlackRock
New York
$42K +$1.84K +81 +5%
FP
795
Financial Perspectives
Minnesota
$41.3K -$36.1K -1,587 -48%
CIR
796
Clear Investment Research
Georgia
$40K +$37.3K +1,638 New
HIA
797
Harbor Investment Advisory
Maryland
$39K – – –
SCA
798
Stonebridge Capital Advisors
Minnesota
$38K +$35.8K +1,575 New
WAP
799
Wealthcare Advisory Partners
Pennsylvania
$37K +$34.6K +1,521 New
GCM
800
Gables Capital Management
Florida
$36K – – –