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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
801
Founders Financial Alliance
North Carolina
$370K +$80.5K +3,099 +29%
JCM
802
Jacobi Capital Management
Pennsylvania
$368K +$156 +6 +0%
HIS
803
Horizon Investment Services
Indiana
$365K +$17.5K +675 +5%
WPC
804
Wedmont Private Capital
Pennsylvania
$364K +$346K +13,335 New
WCA
805
Westover Capital Advisors
Delaware
$360K +$12.2K +471 +4%
BKA
806
Brick & Kyle Associates
Pennsylvania
$360K +$347K +13,371 New
SFP
807
Sandbox Financial Partners
Maryland
$358K -$80K -3,078 -19%
OAM
808
Oppenheimer Asset Management
New York
$358K -$30.2K -1,161 -8%
SHWM
809
Silicon Hills Wealth Management
Texas
$356K -$118K -4,527 -26%
CA
810
Cornerstone Advisory
Maryland
$355K +$120K +4,620 +54%
ONSWM
811
Old North State Wealth Management
North Carolina
$354K +$341K +13,137 New
WAS
812
WESPAC Advisors SoCal
California
$352K
GW
813
GW & Wade
Massachusetts
$350K -$3.9K -150 -1%
MHR
814
Matthew Hamilton Rosenberg
$349K
AFAS
815
Acorn Financial Advisory Services
Virginia
$349K +$78 +3 +0%
KCFA
816
Key Client Fiduciary Advisors
New Jersey
$349K +$337K +12,954 New
AWA
817
Arete Wealth Advisors
Illinois
$348K
JIC
818
Joel Isaacson & Co
New York
$348K +$1.32K +51 +0.4%
VCM
819
Virtue Capital Management
Tennessee
$347K +$335K +12,885 New
OWP
820
Obermeyer Wealth Partners
Colorado
$344K
HWA
821
Heritage Wealth Advisors
Virginia
$343K
PS
822
Planned Solutions
California
$340K +$328K +12,624 New
Allspring Global Investments
823
Allspring Global Investments
North Carolina
$339K +$327K +12,603 New
LFG
824
Lockerman Financial Group
California
$338K +$328K +12,609 New
SNBOSD
825
Security National Bank of So Dak
Iowa
$337K