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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
1051
Vigilant Capital Management
Maine
$131K -$62.4K -2,454 -31%
AWM
1052
Accel Wealth Management
Iowa
$131K +$20.6K +810 +17%
FMP
1053
Financial Management Professionals
Texas
$130K +$10.1K +396 +8%
HFS
1054
HBC Financial Services
Washington
$129K
EWM
1055
Evermay Wealth Management
Virginia
$129K +$37.4K +1,470 +38%
GWS
1056
Glassman Wealth Services
Virginia
$126K +$3.43K +135 +3%
IA
1057
IFS Advisors
Kansas
$118K -$13.6M -535,791 -99%
CIR
1058
Clear Investment Research
Georgia
$118K -$3.97K -156 -3%
AW
1059
ACG Wealth
Georgia
$115K +$123K +4,821 New
FSWA
1060
Financial Synergies Wealth Advisors
Texas
$106K +$113K +4,458 New
ACA
1061
Aptus Capital Advisors
Alabama
$106K +$11.5K +453 +11%
CMP
1062
Coston McIsaac & Partners
Maine
$103K +$110K +4,305 New
EW
1063
Evoke Wealth
California
$103K +$110K +4,311 New
PWMG
1064
Prestige Wealth Management Group
New Jersey
$100K +$8.93K +351 +9%
TWA
1065
TCI Wealth Advisors
Arizona
$98K +$153 +6 +0.1%
CAM
1066
Costello Asset Management
Pennsylvania
$95K -$1.91K -75 -2%
BA
1067
Ballast Advisors
Minnesota
$90K +$5.57K +219 +6%
RP
1068
Rice Partnership
Hawaii
$85K +$91K +3,576 New
WA
1069
Win Advisors
Florida
$83K -$17.1M -673,659 -99%
PMFA
1070
Plante Moran Financial Advisors
Michigan
$83K +$305 +12 +0.3%
PCG
1071
Private Capital Group
Connecticut
$82K -$812K -31,938 -90%
AFS
1072
Annapolis Financial Services
Maryland
$79K +$3.66K +144 +5%
CFD
1073
Creative Financial Designs
Indiana
$79K +$24K +945 +40%
TF
1074
Tompkins Financial
New York
$75K
PP
1075
PrairieView Partners
Minnesota
$73K +$77.5K +3,045 New