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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMI
1001
Financial Management Inc
Arkansas
$1.16M +$1.15M +42,335 New
GAA
1002
Guardian Asset Advisors
Pennsylvania
$1.16M -$49.4K -1,816 -4%
1CP
1003
17 Capital Partners
Arizona
$1.16M -$114K -4,197 -9%
TWP
1004
Triad Wealth Partners
Kansas
$1.15M +$426K +15,657 +60%
RA
1005
Ransom Advisory
Rhode Island
$1.14M +$1.13M +41,680 New
VCA
1006
Verdence Capital Advisors
Maryland
$1.14M +$5.55K +204 +0.5%
KLCM
1007
KG&L Capital Management
Louisiana
$1.14M +$106K +3,913 +10%
KCM
1008
Kanawha Capital Management
Virginia
$1.14M -$6.8K -250 -0.6%
RF
1009
RHS Financial
California
$1.14M -$73.6K -2,707 -6%
WWA
1010
Wingate Wealth Advisors
Massachusetts
$1.14M -$86.6K -3,184 -7%
RGF
1011
Retirement Guys Formula
Ohio
$1.13M +$3.07K +113 +0.3%
CWM
1012
Collaborative Wealth Management
Florida
$1.13M +$52.2K +1,918 +5%
ODIJL
1013
One Day In July LLC
Vermont
$1.12M -$20.6K -756 -2%
FFG
1014
First Financial Group
North Carolina
$1.12M +$163K +5,978 +17%
MSA
1015
Marino Stram & Associates
Massachusetts
$1.11M -$56.8K -2,090 -5%
First Manhattan
1016
First Manhattan
New York
$1.11M +$27 +1 +0%
NCM
1017
Next Capital Management
New York
$1.11M +$13.9K +512 +1%
PFS
1018
Prospect Financial Services
New York
$1.1M -$825K -30,356 -43%
SC
1019
Sepio Capital
Utah
$1.1M +$1.09M +40,158 New
TPW
1020
Transatlantique Private Wealth
New York
$1.09M +$94.2K +3,464 +10%
CIA
1021
Compass Ion Advisors
Pennsylvania
$1.09M -$81.3K -2,990 -7%
MWP
1022
Madison Wealth Partners
Wisconsin
$1.09M +$552K +20,296 +105%
BTWM
1023
Baker Tilly Wealth Management
Wisconsin
$1.08M -$1.01K -37 -0.1%
AWG
1024
Altus Wealth Group
Colorado
$1.08M -$320K -11,766 -23%
CHJWM
1025
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.08M +$57.9K +2,128 +6%