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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1026
Triton Wealth Management
Arizona
$894K -$191K -7,009 -17%
SIS
1027
Sound Income Strategies
Florida
$893K +$733K +26,870 +432%
FSC
1028
Full Sail Capital
Oklahoma
$886K +$13.8K +506 +2%
SCTC
1029
Sanibel Captiva Trust Company
Florida
$885K +$60.2K +2,206 +7%
DC
1030
Darrow Company
Massachusetts
$883K +$9.11K +334 +1%
CFG
1031
Cooper Financial Group
California
$879K -$16.4M -600,303 -95%
Manulife (Manufacturers Life Insurance)
1032
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$879K +$878K +32,198 New
BAM
1033
Bellevue Asset Management
Washington
$870K -$33.6K -1,232 -4%
TCM
1034
Traynor Capital Management
Pennsylvania
$869K +$153K +5,593 +21%
CWM
1035
Cornerstone Wealth Management
Missouri
$867K +$11.9K +435 +1%
HWMC
1036
Heritage Wealth Management (California)
California
$865K +$865K +31,700 New
BAMG
1037
Brand Asset Management Group
Missouri
$860K +$860K +31,516 New
PP
1038
Patten & Patten
Tennessee
$860K -$50.8K -1,861 -6%
WTFG
1039
Wood Tarver Financial Group
Idaho
$858K -$24.2K -887 -3%
TNBTD
1040
Trustmark National Bank Trust Department
Mississippi
$858K -$126K -4,629 -13%
RIL
1041
Rothschild Investment LLC
Illinois
$854K +$149K +5,478 +21%
RRA
1042
Round Rock Advisors
Connecticut
$854K +$4.39K +161 +0.5%
WAM
1043
Wernau Asset Management
Massachusetts
$852K – – –
SC
1044
Soundwatch Capital
Connecticut
$852K -$105K -3,844 -11%
ACM
1045
Avalon Capital Management
California
$848K – – –
CA
1046
CGN Advisors
Kansas
$847K +$180K +6,613 +27%
MSAM
1047
Moloney Securities Asset Management
Missouri
$845K -$3.52K -129 -0.4%
PS
1048
Planned Solutions
California
$842K +$153K +5,596 +22%
VAS
1049
Valicenti Advisory Services
New York
$838K +$32.7K +1,197 +4%
MM
1050
Meridian Management
Arkansas
$838K +$7.83K +287 +0.9%