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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1101
Traynor Capital Management
Pennsylvania
$710K +$1.15K +44 +0.2%
FWA
1102
FSM Wealth Advisors
Ohio
$709K +$72.2K +2,765 +12%
OMIC
1103
Old Mission Investment Co
Michigan
$706K -$287K -11,002 -29%
RRWA
1104
Rainey & Randall Wealth Advisors
Florida
$706K +$3.97K +152 +0.6%
SHF
1105
Safe Harbor Fiduciary
Florida
$705K +$694K +26,557 +73,769%
CAM
1106
Carret Asset Management
New York
$703K +$82.4K +3,157 +14%
FA
1107
Faithward Advisors
Pennsylvania
$701K +$39.4K +1,509 +6%
SWRP
1108
Summit Wealth & Retirement Planning
California
$699K +$1.72K +66 +0.3%
MWP
1109
Madison Wealth Partners
Wisconsin
$699K -$243K -9,297 -26%
NSAM
1110
North Star Asset Management
Wisconsin
$699K +$30.2K +1,156 +5%
WJWM
1111
Williams Jones Wealth Management
New York
$698K +$297K +11,357 +76%
TC
1112
TownSquare Capital
Utah
$694K -$5.1M -195,313 -88%
Jane Street
1113
Jane Street
New York
$694K +$211K +8,086 +45%
BIG
1114
Builder Investment Group
Georgia
$691K +$653 +25 +0.1%
SWA
1115
SOA Wealth Advisors
New York
$689K -$273K -10,435 -29%
WWA
1116
Wisconsin Wealth Advisors
Wisconsin
$688K +$365K +13,979 +117%
PPWM
1117
Perissos Private Wealth Management
Oklahoma
$688K +$15.9K +608 +2%
LC
1118
LCNB Corp
Ohio
$687K +$89.4K +3,425 +15%
DWM
1119
Drive Wealth Management
Utah
$686K -$3.06K -117 -0.5%
RCWM
1120
Red Crane Wealth Management
California
$685K -$104K -3,967 -13%
SPL
1121
Smart Portfolios LLC
Washington
$684K +$4.44K +170 +0.7%
RIL
1122
Rothschild Investment LLC
Illinois
$684K -$1.88K -72 -0.3%
GWM
1123
Greenhouse Wealth Management
Connecticut
$682K -$12.1K -464 -2%
LBC
1124
Lowe Brockenbrough & Co
Virginia
$682K – – –
CMAI
1125
Capital Management Associates Inc
Minnesota
$681K -$686K -26,269 -51%