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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
1001
KPP Advisory Services
Kentucky
$736K +$707K +27,372 New
CMAI
1002
Capital Management Associates Inc
Minnesota
$733K +$52.5K +2,034 +8%
RRWA
1003
Rainey & Randall Wealth Advisors
Florida
$733K +$17.9K +693 +3%
VWM
1004
Valley Wealth Managers
New Jersey
$732K -$60.8K -2,355 -8%
CGF
1005
Constant Guidance Financial
Massachusetts
$731K +$719K +27,816 New
PFS
1006
Prospect Financial Services
New York
$729K +$217K +8,397 +45%
FFA
1007
Fortune Financial Advisors
Kansas
$725K +$697K +26,985 New
TPW
1008
Transatlantique Private Wealth
New York
$723K -$135K -5,217 -16%
AP
1009
Appleton Partners
Massachusetts
$720K +$26.4K +1,023 +4%
KTM
1010
Keeler Thomas Management
Utah
$718K -$623K -24,129 -47%
CPIA
1011
Cornell Pochily Investment Advisors
New York
$717K -$141K -5,475 -17%
SWM
1012
Soundmark Wealth Management
Washington
$715K -$60.5K -2,340 -8%
SWRP
1013
Summit Wealth & Retirement Planning
California
$711K -$294K -11,385 -30%
HWAM
1014
Hennion & Walsh Asset Management
New Jersey
$711K -$17.5M -678,498 -96%
SFS
1015
Solitude Financial Services
Virginia
$709K -$154K -5,970 -18%
GWSG
1016
GPS Wealth Strategies Group
Colorado
$706K +$20.7K +801 +3%
SAM
1017
Sawgrass Asset Management
Florida
$706K +$45.3K +1,755 +7%
FPGT
1018
Financial Partners Group (Tennessee)
Tennessee
$698K -$22.9K -888 -3%
WT
1019
Whittier Trust
California
$697K -$820K -31,743 -55%
BIG
1020
Builder Investment Group
Georgia
$689K +$41.2K +1,596 +7%
Kovitz Investment Group Partners
1021
Kovitz Investment Group Partners
Illinois
$689K +$49.5K +1,917 +8%
LF
1022
LifePlan Financial
Minnesota
$687K -$2.17K -84 -0.3%
LAIC
1023
Lederer & Associates Investment Counsel
California
$684K – – –
HIS
1024
Horizon Investment Services
Indiana
$682K -$1.47K -57 -0.2%
MW
1025
Marcum Wealth
Ohio
$681K -$222K -8,601 -25%