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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIR
1001
Clear Investment Research
Georgia
$113K +$1.87K +72 +2%
HGWM
1002
Harvest Group Wealth Management
Massachusetts
$109K – – –
PMFA
1003
Plante Moran Financial Advisors
Michigan
$105K -$71.5K -2,754 -41%
EWM
1004
Evermay Wealth Management
Virginia
$105K -$2.34K -90 -2%
PWMG
1005
Prestige Wealth Management Group
New Jersey
$104K – – –
AWM
1006
Accel Wealth Management
Iowa
$103K – – –
TWA
1007
TCI Wealth Advisors
Arizona
$103K +$1.64K +63 +2%
IAG
1008
Investmark Advisory Group
Connecticut
$101K +$97.7K +3,762 New
AIP
1009
Ahrens Investment Partners
Louisiana
$100K +$96.4K +3,711 New
ACA
1010
Aptus Capital Advisors
Alabama
$98K +$10.9K +420 +13%
BA
1011
Ballast Advisors
Minnesota
$96K – – –
RP
1012
Rice Partnership
Hawaii
$96K – – –
SQA
1013
Simon Quick Advisors
New Jersey
$92K – – –
KCM
1014
KRS Capital Management
Michigan
$88K +$85.7K +3,300 New
JWA
1015
JFS Wealth Advisors
Pennsylvania
$86K – – –
FF
1016
FourThought Financial
Florida
$81K – – –
HFS
1017
Hantz Financial Services
Michigan
$81K – – –
WC
1018
Westwind Capital
New Mexico
$79K +$23.8K +918 +46%
SIC
1019
SJS Investment Consulting
Ohio
$78K +$74.8K +2,880 New
TIM
1020
Tortoise Investment Management
New York
$77K – – –
TCM
1021
TD Capital Management
Tennessee
$77K +$546 +21 +0.7%
MA
1022
Montag & Associates
Georgia
$77K +$74K +2,850 New
AWM
1023
Abound Wealth Management
Tennessee
$76K +$73.3K +2,820 New
TSWM
1024
Tyler-Stone Wealth Management
Ohio
$75K +$72.8K +2,802 New
BlackRock
1025
BlackRock
New York
$73K +$30.4K +1,170 +76%