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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
801
FinTrust Capital Advisors
South Carolina
$171K – – –
EW
802
Element Wealth
Mississippi
$163K – – –
FPFS
803
First Personal Financial Services
North Carolina
$162K – – –
PK
804
Pflug Koory
Nebraska
$160K +$76 +3 +0%
MRCM
805
M&R Capital Management
New Jersey
$151K +$151K +6,000 New
DWMG
806
DB Wealth Management Group
California
$150K – – –
HFS
807
HBC Financial Services
Washington
$148K – – –
CCMW
808
Cypress Capital Management (Wyoming)
Wyoming
$147K – – –
TCWA
809
Ten Capital Wealth Advisors
Washington
$146K +$86K +3,408 +143%
SSB
810
Sandy Spring Bank
Maryland
$141K +$76 +3 +0.1%
BWA
811
BDO Wealth Advisors
Florida
$126K +$32.1K +1,272 +34%
FMP
812
Financial Management Professionals
Texas
$117K +$379 +15 +0.3%
GT
813
Glenmede Trust
Pennsylvania
$116K -$5.15K -204 -4%
PFGIA
814
Patriot Financial Group Insurance Agency
Massachusetts
$112K +$68.7K +2,721 +158%
William Blair & Company
815
William Blair & Company
Illinois
$110K +$379 +15 +0.3%
GAM
816
Gemmer Asset Management
California
$105K +$682 +27 +0.7%
TC
817
Trust Company
Kansas
$102K -$36.5K -1,446 -26%
HGWM
818
Harvest Group Wealth Management
Massachusetts
$102K +$102K +4,050 New
EWM
819
Evermay Wealth Management
Virginia
$101K +$101K +4,005 New
PWMG
820
Prestige Wealth Management Group
New Jersey
$98K – – –
PMFA
821
Plante Moran Financial Advisors
Michigan
$98K +$41.9K +1,659 +75%
TWA
822
TCI Wealth Advisors
Arizona
$95K +$76 +3 +0.1%
RWM
823
Raffa Wealth Management
District of Columbia
$93.5K +$93.7K +3,711 New
FF
824
FourThought Financial
Florida
$92K +$17.3K +687 +23%
CIR
825
Clear Investment Research
Georgia
$91K +$49.6K +1,965 +120%