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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RRC
1126
Relaxing Retirement Coach
Massachusetts
$271K
PA
1127
Procyon Advisors
Connecticut
$271K +$53K +2,217 +25%
LRPA
1128
L. Roy Papp & Associates
Arizona
$271K
SSW
1129
Stone Summit Wealth
Florida
$270K +$266K +11,151 New
Jones Financial Companies
1130
Jones Financial Companies
Missouri
$268K +$264K +11,055 New
ZIM
1131
Zacks Investment Management
Illinois
$267K -$203K -8,496 -44%
ODIJL
1132
One Day In July LLC
Vermont
$266K -$7.1K -297 -3%
TH
1133
Team Hewins
California
$265K
DLCIG
1134
D.L. Carlson Investment Group
New Hampshire
$265K +$262K +10,956 New
RCM
1135
RNC Capital Management
California
$265K +$261K +10,926 New
RMAM
1136
Raab & Moskowitz Asset Management
New Jersey
$265K +$261K +10,929 New
OWP
1137
Obermeyer Wealth Partners
Colorado
$264K -$54.2K -2,268 -17%
SFP
1138
Sandbox Financial Partners
Maryland
$264K +$52K +2,175 +25%
CA
1139
Claro Advisors
Massachusetts
$264K +$32.9K +1,377 +14%
MSCM
1140
McElhenny Sheffield Capital Management
Texas
$264K
EPP
1141
ETF Portfolio Partners
Kansas
$262K +$259K +10,839 New
EWA
1142
Etesian Wealth Advisors
Oregon
$262K -$17.6K -738 -6%
HA
1143
HFG Advisors
Ohio
$261K
KFGK
1144
Keystone Financial Group (Kentucky)
Kentucky
$260K +$257K +10,749 New
DP
1145
DDD Partners
Washington
$260K -$45.9K -1,923 -15%
WE
1146
Wealth Effects
Massachusetts
$259K +$45.3K +1,896 +22%
FCA
1147
FinTrust Capital Advisors
South Carolina
$258K
TWM
1148
Tanglewood Wealth Management
Texas
$258K
UB
1149
UMB Bank
Missouri
$257K +$28.3K +1,185 +13%
CFS
1150
Cannon Financial Strategists
Georgia
$257K +$253K +10,599 New