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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1026
Princeton Global Asset Management
New Jersey
$1.36M -$748K -23,584 -35%
SIMC
1027
Squire Investment Management Company
Utah
$1.36M +$159 +5 +0%
FWI
1028
Facet Wealth Inc
Maryland
$1.36M -$319K -10,047 -19%
PCA
1029
Prosperity Capital Advisors
Ohio
$1.36M +$377K +11,897 +39%
RWM
1030
Revisor Wealth Management
Ohio
$1.35M +$761 +24 +0.1%
AL
1031
Aspiriant LLC
California
$1.35M +$198K +6,232 +17%
FWSM
1032
First Wilshire Securities Management
California
$1.34M – – –
CAM
1033
Carret Asset Management
New York
$1.34M -$17.7K -557 -1%
WFAG
1034
Worth Financial Advisory Group
North Carolina
$1.33M +$1.32M +41,485 +8,518%
CHJWM
1035
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.32M +$32.6K +1,027 +3%
AC
1036
Apella Capital
Connecticut
$1.32M -$63.4K -1,997 -5%
FMII
1037
Farmers & Merchants Investments Inc
Nebraska
$1.31M -$4.95K -156 -0.4%
FLPIM
1038
F.L. Putnam Investment Management
Massachusetts
$1.31M -$186K -5,857 -12%
GAA
1039
Guardian Asset Advisors
Pennsylvania
$1.3M -$837K -26,382 -39%
RGF
1040
Retirement Guys Formula
Ohio
$1.3M +$7.65K +241 +0.6%
KCM
1041
Kanawha Capital Management
Virginia
$1.3M -$3.17K -100 -0.2%
SFC
1042
SYM Financial Corp
Indiana
$1.29M +$16.4K +516 +1%
CCM
1043
Colorado Capital Management
Colorado
$1.29M +$50.8K +1,601 +4%
First Manhattan
1044
First Manhattan
New York
$1.28M -$127 -4 -0%
PVI
1045
Pine Valley Investments
New Jersey
$1.28M +$102K +3,204 +9%
ODIJL
1046
One Day In July LLC
Vermont
$1.28M -$23.4K -737 -2%
FM
1047
Foster & Motley
Ohio
$1.27M +$989K +31,190 +356%
SC
1048
Shearwater Capital
Colorado
$1.27M – – –
EIP
1049
Ellis Investment Partners
Pennsylvania
$1.26M +$165K +5,204 +15%
KFP
1050
KMG Fiduciary Partners
Ohio
$1.25M +$127K +4,007 +11%