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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
1076
Bogart Wealth LLC
Virginia
$329K -$163K -6,639 -32%
FWCM
1077
Ferguson Wellman Capital Management
Oregon
$328K – – –
VWA
1078
V Wealth Advisors
Kansas
$327K -$668K -27,228 -66%
FM
1079
Foster & Motley
Ohio
$323K +$6.04K +246 +2%
DIA
1080
Dana Investment Advisors
Wisconsin
$320K -$21.8K -888 -6%
AC
1081
AlphaCore Capital
California
$320K +$1.77K +72 +0.5%
SWA
1082
Sutton Wealth Advisors
Florida
$319K +$74 +3 +0%
LAM
1083
LifePro Asset Management
California
$319K -$56.3K -2,295 -14%
RWM
1084
RKL Wealth Management
Pennsylvania
$319K -$580K -23,655 -64%
M1FG
1085
Mach-1 Financial Group
Arkansas
$317K +$16K +654 +5%
MCP
1086
Mirador Capital Partners
California
$316K -$195K -7,941 -37%
FNBT
1087
FineMark National Bank & Trust
Florida
$316K -$38.9K -1,584 -11%
MWM
1088
Merriman Wealth Management
Washington
$315K -$10.8K -441 -3%
NHC
1089
Nicholas Hoffman & Company
Georgia
$315K +$27.6K +1,125 +9%
GAM
1090
Gemmer Asset Management
California
$314K -$2.94K -120 -0.9%
CAWM
1091
Capital Advisors Wealth Management
Washington
$314K +$147 +6 +0%
CAL
1092
Capital Advisors Ltd
Ohio
$314K +$515 +21 +0.2%
SNBOSD
1093
Security National Bank of So Dak
Iowa
$313K – – –
CTWM
1094
Cherry Tree Wealth Management
Minnesota
$313K – – –
FWM
1095
Fortress Wealth Management
California
$313K +$8.32K +339 +3%
HWA
1096
Heritage Wealth Advisors
Virginia
$311K – – –
AIC
1097
Argus Investors Counsel
New York
$309K +$17.1K +696 +6%
FIS
1098
Fischer Investment Strategies
California
$306K -$23.3K -948 -7%
VWM
1099
Vigilare Wealth Management
Arizona
$306K -$48.8K -1,989 -13%
Neuberger Berman Group
1100
Neuberger Berman Group
New York
$305K +$113K +4,605 +55%