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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
826
Planned Solutions
California
$340K +$328K +12,624 New
Allspring Global Investments
827
Allspring Global Investments
North Carolina
$339K +$327K +12,603 New
LFG
828
Lockerman Financial Group
California
$338K +$328K +12,609 New
SNBOSD
829
Security National Bank of So Dak
Iowa
$337K – – –
PP
830
Patten & Patten
Tennessee
$336K – – –
FFM
831
Forum Financial Management
Illinois
$336K +$324K +12,480 New
AIC
832
Argus Investors Counsel
New York
$335K – – –
AP
833
Appleton Partners
Massachusetts
$332K +$1.17K +45 +0.4%
AFA
834
American Financial Advisors
Georgia
$329K +$7.48K +288 +2%
GGI
835
Godsey & Gibb Inc
Virginia
$328K -$11.8K -456 -4%
SC
836
Savant Capital
Illinois
$328K – – –
GWMI
837
Guardian Wealth Management (Illinois)
Illinois
$327K +$315K +12,129 New
OFG
838
Omega Financial Group
California
$322K +$2.42K +93 +0.8%
AIM
839
Acropolis Investment Management
Missouri
$321K -$1.32K -51 -0.4%
RJT
840
Raymond James Trust
Florida
$319K +$2.96K +114 +1%
AIP
841
Almanack Investment Partners
Pennsylvania
$317K -$333K -12,834 -52%
BBHC
842
Brown Brothers Harriman & Co
New York
$317K +$305K +11,748 New
LWA
843
LWS Wealth Advisors
New Jersey
$316K +$2.34K +90 +0.8%
9WM
844
9258 Wealth Management
Ohio
$316K +$304K +11,721 New
PFPT
845
Pinnacle Financial Partners (Tennessee)
Tennessee
$315K +$52.2K +2,010 +21%
TA
846
Trellis Advisors
Washington
$314K +$302K +11,637 New
JC
847
JB Capital
Connecticut
$314K +$24.8K +954 +9%
SP
848
Successful Portfolios
Florida
$312K +$7.79K +300 +3%
CSIC
849
Clifford Swan Investment Counsel
California
$311K +$91.6K +3,525 +44%
AWE
850
Avidian Wealth Enterprises
Texas
$311K +$300K +11,556 New