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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
801
Aurora Private Wealth
New Jersey
$2.05M +$2.04M +74,967 New
PAA
802
Peregrine Asset Advisers
Oregon
$2.05M +$462 +17 +0%
PCM
803
Pennsylvania Capital Management
Pennsylvania
$2.04M -$186K -6,855 -8%
LA
804
Latitude Advisors
Florida
$2.04M +$38K +1,397 +2%
RPGK
805
Retirement Planning Group (Kansas)
Kansas
$2.03M +$5.68K +209 +0.3%
MWM
806
MFG Wealth Management
Indiana
$2.01M +$12.6K +462 +0.6%
CSF
807
Capital Squared Financial
Maryland
$2.01M +$66.5K +2,446 +3%
CWAF
808
Core Wealth Advisors (Florida)
Florida
$2M +$159K +5,854 +9%
HIP
809
HUB Investment Partners
Texas
$2M +$355K +13,069 +22%
GIA
810
GHP Investment Advisors
Colorado
$2M -$57K -2,096 -3%
MAM
811
Marquette Asset Management
Minnesota
$1.98M -$32.6K -1,200 -2%
ACM
812
Alpha Capital Management
Texas
$1.98M -$5.03K -185 -0.3%
PFA
813
Petra Financial Advisors
Colorado
$1.98M +$7.83K +288 +0.4%
FA
814
Fiducient Advisors
Illinois
$1.96M +$14K +515 +0.7%
WIA
815
Westview Investment Advisors
Vermont
$1.95M +$1.94M +71,259 New
FLPIM
816
F.L. Putnam Investment Management
Massachusetts
$1.93M -$4.98M -182,997 -72%
HA
817
Hamel Associates
New Jersey
$1.92M -$827K -30,402 -30%
Balyasny Asset Management
818
Balyasny Asset Management
Illinois
$1.92M +$1.9M +69,910 New
CAMV
819
Concord Asset Management (Virginia)
Virginia
$1.92M -$61.5K -2,260 -3%
TFG
820
Tull Financial Group
Virginia
$1.91M -$875K -32,176 -32%
WCG
821
Weaver Consulting Group
California
$1.9M -$441K -16,207 -19%
WEG
822
World Equity Group
Illinois
$1.9M +$62.5K +2,298 +3%
BFPW
823
BOK Financial Private Wealth
Colorado
$1.9M -$435 -16 -0%
PWA
824
Perspective Wealth Advisors
Colorado
$1.9M +$1.88M +69,173 New
BWM
825
Bernard Wealth Management
Michigan
$1.89M -$15K -553 -0.8%