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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPGT
1151
Financial Partners Group (Tennessee)
Tennessee
$635K +$2.1K +74 +0.3%
DWA
1152
Delap Wealth Advisory
Oregon
$634K +$660K +23,219 New
JFG
1153
Jefferies Financial Group
New York
$628K -$9.72K -342 -1%
FC
1154
Fulcrum Capital
Washington
$628K – – –
BTI
1155
Blue Trust Inc
Georgia
$626K -$579K -20,356 -47%
MWM
1156
Mission Wealth Management
California
$626K +$88.9K +3,127 +16%
PWP
1157
Precedent Wealth Partners
Texas
$626K -$71.9K -2,529 -10%
Federated Hermes
1158
Federated Hermes
Pennsylvania
$624K – – –
SAM
1159
SP Asset Management
California
$624K +$6.05K +213 +0.9%
Russell Investments Group
1160
Russell Investments Group
United Kingdom
$621K +$120K +4,216 +23%
DWA
1161
Davis Wealth Advisors
New Hampshire
$620K +$646K +22,707 New
GAM
1162
Gemmer Asset Management
California
$620K +$5.88K +207 +0.9%
FPWM
1163
FSB Premier Wealth Management
Iowa
$619K -$18.6K -654 -3%
SL
1164
Salomon & Ludwin
Virginia
$618K -$4.95K -174 -0.8%
SIC
1165
Sigma Investment Counselors
Michigan
$618K -$4.41K -155 -0.7%
MFG
1166
Magnus Financial Group
New York
$617K +$21.2K +747 +3%
FCMA
1167
Foresight Capital Management Advisors
Michigan
$615K +$60.9K +2,142 +11%
APW
1168
Austin Private Wealth
Texas
$613K -$12.9K -455 -2%
SCTC
1169
Sanibel Captiva Trust Company
Florida
$613K +$154K +5,400 +32%
Vanguard Personalized Indexing Management
1170
Vanguard Personalized Indexing Management
California
$612K -$569 -20 -0.1%
WCM
1171
Weik Capital Management
Pennsylvania
$610K +$10.7K +375 +2%
CCA
1172
Cobblestone Capital Advisors
New York
$610K +$1.76K +62 +0.3%
CFP
1173
Cascade Financial Partners
California
$608K -$1.24M -43,444 -66%
PWM
1174
Prosperity Wealth Management
California
$606K +$69.3K +2,438 +12%
LC
1175
LCNB Corp
Ohio
$605K +$27K +950 +4%