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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
976
Concentric Wealth Management
California
$232K +$864 +33 +0.4%
9WM
977
9258 Wealth Management
Ohio
$231K -$76.9K -2,937 -25%
RBCM
978
Raub Brock Capital Management
California
$231K -$1.73K -66 -0.7%
PCFFS
979
Pacific Center for Financial Services
California
$227K +$1.41K +54 +0.6%
FSA
980
Financial Sense Advisors
California
$227K +$226K +8,637 New
CA
981
Cornerstone Advisory
Maryland
$226K -$120K -4,593 -35%
WAAG
982
Wealth Alliance Advisory Group
Kansas
$226K +$225K +8,610 New
FC
983
Financial Consulate
Maryland
$225K -$1.64M -62,499 -88%
DLCIG
984
D.L. Carlson Investment Group
New Hampshire
$225K +$79 +3 +0%
TFCP
985
Twin Focus Capital Partners
Massachusetts
$224K +$223K +8,505 New
CWM
986
Cornerstone Wealth Management
Missouri
$223K +$943 +36 +0.4%
TCM
987
Traynor Capital Management
Pennsylvania
$223K +$10.4K +396 +5%
DWM
988
Dakota Wealth Management
Florida
$222K +$221K +8,427 New
SFG
989
Synergy Financial Group
California
$221K -$4.08K -156 -2%
MWP
990
Moller Wealth Partners
$221K
FA
991
Fountainhead AM
New Jersey
$220K +$1.33K +51 +0.6%
GAG
992
GM Advisory Group
New York
$220K +$219K +8,370 New
KA
993
Klingman & Associates
New York
$218K
WDC
994
Woodward Diversified Capital
California
$218K +$217K +8,289 New
Vanguard Capital Wealth Advisors
995
Vanguard Capital Wealth Advisors
Colorado
$217K -$148K -5,649 -41%
PPW
996
Pinnacle Private Wealth
Massachusetts
$217K -$39.3K -1,500 -15%
GC
997
GFG Capital
Florida
$216K +$19.9K +759 +10%
AF
998
Alerus Financial
North Dakota
$215K
SFC
999
SYM Financial Corp
Indiana
$215K
RFN
1000
Redwood Financial Network
Ohio
$215K +$214K +8,172 New