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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WHC
901
Wulff, Hansen & Co
California
$1.38M -$51.6K -1,975 -4%
SLWA
902
San Luis Wealth Advisors
California
$1.37M +$109K +4,182 +9%
ECA
903
Elevation Capital Advisory
Oregon
$1.37M +$31.1K +1,189 +2%
GWMI
904
Guardian Wealth Management (Illinois)
Illinois
$1.37M +$4K +153 +0.3%
OSAM
905
O'Shaughnessy Asset Management
Connecticut
$1.37M -$1.34M -51,313 -50%
MTIC
906
Missouri Trust & Investment Company
Missouri
$1.36M
DT
907
Diversified Trust
Tennessee
$1.36M +$30.3K +1,159 +2%
MWM
908
Maripau Wealth Management
Indiana
$1.36M +$503K +19,242 +60%
CFG
909
Chapman Financial Group
Hawaii
$1.36M +$1.34M +51,177 New
SWP
910
Semus Wealth Partners
Florida
$1.35M +$11K +420 +0.8%
FCIM
911
Fairview Capital Investment Management
California
$1.34M +$145K +5,538 +12%
BPW
912
BLVD Private Wealth
Kentucky
$1.33M +$1.31M +50,266 New
MAMG
913
Milestone Asset Management Group
Connecticut
$1.33M +$37.9K +1,451 +3%
EHAM
914
Eagle Harbor Asset Management
Washington
$1.33M +$27.2K +1,042 +2%
JBW
915
Journey Beyond Wealth
Georgia
$1.32M -$3.74M -143,349 -74%
National Bank of Canada
916
National Bank of Canada
Quebec, Canada
$1.32M -$306K -11,735 -19%
XPN
917
XY Planning Network
Montana
$1.31M +$215K +8,247 +20%
HAP
918
Harbor Asset Planning
Massachusetts
$1.31M +$1.29M +49,512 New
RFP
919
Root Financial Partners
California
$1.31M -$94.6K -3,621 -7%
WIC
920
Woodmont Investment Counsel
Tennessee
$1.31M +$1.04M +39,633 +411%
KWM
921
KFG Wealth Management
Indiana
$1.31M +$256K +9,819 +25%
EFG
922
Ethos Financial Group
Pennsylvania
$1.29M +$197K +7,530 +18%
TCA
923
Transcend Capital Advisors
New Jersey
$1.28M +$77.1K +2,953 +7%
LCWP
924
Legacy Capital Wealth Partners
Arkansas
$1.28M +$1.26M +48,224 New
GI
925
Gradient Investments
Minnesota
$1.27M +$46.6K +1,786 +4%