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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
801
Cathy Pareto & Associates
Florida
$1.88M +$16.6K +608 +0.9%
AWMM
802
Aegis Wealth Management (Maryland)
Maryland
$1.88M -$855K -31,333 -31%
BWM
803
BCGM Wealth Management
Indiana
$1.88M +$118K +4,331 +7%
PTC
804
Private Trust Company
Ohio
$1.87M -$53.6K -1,964 -3%
KWM
805
KFG Wealth Management
Indiana
$1.87M +$520K +19,077 +39%
WCM
806
Whitener Capital Management
North Carolina
$1.86M -$48.2K -1,765 -3%
BB
807
Bell Bank
North Dakota
$1.85M +$761K +27,877 +70%
MIA
808
MainStreet Investment Advisors
Illinois
$1.85M +$716K +26,250 +63%
HNB
809
Huntington National Bank
Ohio
$1.84M
JCM
810
Janney Capital Management
Pennsylvania
$1.83M -$21.2K -778 -1%
CWAF
811
Core Wealth Advisors (Florida)
Florida
$1.83M +$106K +3,899 +6%
WEG
812
World Equity Group
Illinois
$1.83M +$64.5K +2,365 +4%
KA
813
Kovack Advisors
Florida
$1.82M -$79.6K -2,919 -4%
NA
814
Note Advisors
New York
$1.81M +$182K +6,661 +11%
FP
815
Financial Perspectives
Minnesota
$1.81M +$327K +11,990 +22%
FFA
816
Founders Financial Alliance
North Carolina
$1.8M -$25.2K -924 -1%
TFA
817
Teamwork Financial Advisors
Texas
$1.8M -$127K -4,662 -7%
DC
818
Diametric Capital
Massachusetts
$1.79M +$268K +9,825 +18%
WFG
819
Wills Financial Group
Virginia
$1.79M +$128K +4,702 +8%
FFP
820
FourThought Financial Partners
Florida
$1.79M
CAM
821
Costello Asset Management
Pennsylvania
$1.76M -$368K -13,496 -17%
FWP
822
Forefront Wealth Partners
Texas
$1.76M -$734K -26,896 -29%
MPWT
823
MassMutual Private Wealth & Trust
Connecticut
$1.75M +$715K +26,200 +69%
EWA
824
Elevate Wealth Advisory
Georgia
$1.75M +$11.5K +422 +0.7%
Vanguard Group
825
Vanguard Group
Pennsylvania
$1.75M +$69.4K +2,544 +4%