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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
901
Carlton Hofferkamp & Jenks Wealth Management
Texas
$887K +$13.3K +510 +2%
MSAM
902
Moloney Securities Asset Management
Missouri
$884K -$13K -501 -1%
SP
903
SWS Partners
Ohio
$883K -$2.5K -96 -0.3%
Lido Advisors
904
Lido Advisors
California
$881K -$161K -6,186 -16%
AQR Capital Management
905
AQR Capital Management
Connecticut
$879K +$883K +33,909 New
CWM
906
CCG Wealth Management
California
$878K -$268K -10,308 -23%
NC
907
Napatree Capital
Rhode Island
$876K -$76.8K -2,949 -8%
NW
908
NewEdge Wealth
Pennsylvania
$874K -$39K -1,500 -4%
BAWC
909
Boyce & Associates Wealth Consulting
Texas
$873K +$58.5K +2,247 +7%
DOA
910
D'Orazio & Associates
Virginia
$866K -$264K -10,155 -23%
B
911
Bailard
California
$862K -$37.1K -1,425 -4%
HKIM
912
Hayek Kallen Investment Management
Alabama
$860K -$4.14K -159 -0.5%
CCM
913
Coldstream Capital Management
Washington
$860K +$55.8K +2,145 +7%
BWP
914
Balboa Wealth Partners
Arizona
$852K -$27.6K -1,059 -3%
AWM
915
Adams Wealth Management
Utah
$850K -$230K -8,829 -21%
CI
916
CacheTech Inc
Utah
$850K +$854K +32,793 New
BCMLT
917
Beacon Capital Management LLC (Tennessee)
Tennessee
$846K -$70.8K -2,721 -8%
EFG
918
Ethos Financial Group
Pennsylvania
$845K -$6.99M -268,455 -89%
IWP
919
Insight Wealth Partners
Texas
$843K +$107K +4,113 +14%
BC
920
Barnett & Company
Tennessee
$837K -$8.82K -339 -1%
IFWM
921
Institute for Wealth Management
Colorado
$837K -$323K -12,414 -28%
SFG
922
Sage Financial Group
Pennsylvania
$833K -$18.4K -705 -2%
GWM
923
Gray Wealth Management
Maine
$831K -$53.5K -2,055 -6%
DC
924
Darrow Company
Massachusetts
$830K +$78 +3 +0%
OC
925
Oarsman Capital
Wisconsin
$822K +$24.8K +954 +3%