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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JC
1001
JB Capital
Connecticut
$631K -$6.08K -255 -1%
MWA
1002
Moser Wealth Advisors
Washington
$629K -$153K -6,429 -21%
BWM
1003
Birchcreek Wealth Management
Ohio
$625K -$17.9K -753 -3%
PI
1004
PFG Investments
New York
$624K -$50.9K -2,136 -8%
IPAM
1005
Investment Partners Asset Management
New Jersey
$623K +$585K +24,531 New
SAM
1006
Sawgrass Asset Management
Florida
$622K +$4.79K +201 +0.8%
KCM
1007
Kanawha Capital Management
Virginia
$615K -$18.3K -768 -3%
RPGK
1008
Retirement Planning Group (Kansas)
Kansas
$612K +$575K +24,135 New
BIG
1009
Builder Investment Group
Georgia
$610K +$572 +24 +0.1%
MC
1010
Moors & Cabot
Massachusetts
$609K -$45.5K -1,911 -7%
WCM
1011
Windham Capital Management
Massachusetts
$604K +$5.79K +243 +1%
BFP
1012
Beacon Financial Planning
Massachusetts
$604K +$206K +8,625 +57%
FC
1013
Fulcrum Capital
Washington
$603K – – –
DWMS
1014
Dominguez Wealth Management Solutions
Virginia
$603K -$2.43K -102 -0.4%
Kovitz Investment Group Partners
1015
Kovitz Investment Group Partners
Illinois
$602K -$2.24M -93,918 -80%
RIL
1016
Rothschild Investment LLC
Illinois
$601K +$107K +4,500 +23%
JFG
1017
Jefferies Financial Group
New York
$599K -$48.5K -2,037 -8%
OWM
1018
OneAscent Wealth Management
Alabama
$595K -$36K -1,512 -6%
SCM
1019
SOL Capital Management
Maryland
$593K +$557K +23,355 New
NSG
1020
Nalls Sherbakoff Group
Tennessee
$592K +$4.65K +195 +0.8%
LEFP
1021
Leading Edge Financial Planning
Tennessee
$591K -$123K -5,181 -18%
BCG
1022
Breakwater Capital Group
New Jersey
$589K +$18.9K +792 +4%
ARC
1023
Advisor Resource Council
Texas
$588K +$553K +23,187 New
WI
1024
WBI Investments
New Jersey
$586K -$32.1K -1,347 -6%
KCFA
1025
Key Client Fiduciary Advisors
New Jersey
$585K -$6.93K -291 -1%