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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFS
1151
Weitzel Financial Services
Iowa
$231K +$236K +9,420 New
UB
1152
UMB Bank
Missouri
$230K +$33.8K +1,350 +17%
TFCP
1153
Twin Focus Capital Partners
Massachusetts
$230K +$23K +921 +11%
KA
1154
Klingman & Associates
New York
$229K +$3.9K +156 +2%
GWMI
1155
Guardian Wealth Management (Illinois)
Illinois
$228K +$24.3K +972 +12%
CWM
1156
Cornerstone Wealth Management
Missouri
$228K +$234K +9,360 New
Renaissance Technologies
1157
Renaissance Technologies
New York
$227K -$1.35M -54,000 -85%
WFM
1158
Wolff Financial Management
Michigan
$227K +$75 +3 +0%
SFP
1159
Strategic Financial Partners
Oregon
$226K +$1.95K +78 +0.8%
TWM
1160
Thrive Wealth Management
Pennsylvania
$223K +$4.5K +180 +2%
BAM
1161
Bosun Asset Management
Illinois
$219K – – –
CWM
1162
Concentric Wealth Management
California
$219K +$1.13K +45 +0.5%
PA
1163
Procyon Advisors
Connecticut
$219K -$53.3K -2,130 -19%
PCFFS
1164
Pacific Center for Financial Services
California
$218K +$224K +8,958 New
SIC
1165
SJS Investment Consulting
Ohio
$218K +$154K +6,150 +220%
PWM
1166
Pacific Wealth Management
California
$217K – – –
VCM
1167
Virtue Capital Management
Tennessee
$217K -$71.7K -2,868 -24%
AFA
1168
Atlas Financial Advisors
California
$216K +$221K +8,841 New
SCA
1169
Stonebridge Capital Advisors
Minnesota
$216K +$32.4K +1,296 +17%
RGC
1170
Roberts, Glore & Co
Illinois
$215K – – –
ACP
1171
Aviance Capital Partners
Florida
$215K +$21.1K +846 +11%
WE
1172
Wealth Effects
Massachusetts
$215K +$220K +8,814 New
SFP
1173
Sandbox Financial Partners
Maryland
$213K -$18.1K -723 -8%
OWA
1174
One Wealth Advisors
California
$212K +$218K +8,709 New
CWM
1175
ClientFirst Wealth Management
Arkansas
$212K -$93.8K -3,750 -30%