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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
1201
First Foundation Advisors
California
$863K +$405K +12,770 +88%
OC
1202
Oarsman Capital
Wisconsin
$863K -$56.7K -1,786 -6%
MWA
1203
MFA Wealth Advisors
Pennsylvania
$862K -$119K -3,758 -12%
SIM
1204
Stratos Investment Management
Ohio
$861K -$77.9K -2,456 -8%
IMT
1205
Investment Management Trust
Massachusetts
$861K +$225K +7,079 +35%
SAM
1206
Sawgrass Asset Management
Florida
$860K – – –
BCWM
1207
Bartlett & Co Wealth Management
Ohio
$856K +$204K +6,431 +31%
BIG
1208
Brookwood Investment Group
Arizona
$856K -$113K -3,566 -12%
CWM
1209
Calamos Wealth Management
Illinois
$853K +$3.43K +108 +0.4%
Vanguard Advisers Inc
1210
Vanguard Advisers Inc
Pennsylvania
$851K +$103K +3,261 +14%
ECM
1211
Evergreen Capital Management
Washington
$848K +$24.4K +770 +3%
TC
1212
TFR Capital
Texas
$847K -$63.9K -2,013 -7%
PJSIMP
1213
P.J. Schmidt Investment Management (PJS)
Wisconsin
$846K +$44.9K +1,415 +6%
CA
1214
CGN Advisors
Kansas
$840K -$20K -629 -2%
GSWM
1215
Golden State Wealth Management
California
$839K +$136K +4,300 +19%
FCM
1216
Firestone Capital Management
Florida
$838K +$21.8K +688 +3%
KWS
1217
Keystone Wealth Services
California
$834K +$103K +3,260 +14%
JCFM
1218
JBR Co Financial Management
Oklahoma
$832K -$220K -6,933 -21%
SWA
1219
Strategies Wealth Advisors
Michigan
$832K +$47.1K +1,484 +6%
BWP
1220
Balboa Wealth Partners
Arizona
$830K +$119K +3,738 +17%
SAFS
1221
S&A Financial Services
Kansas
$829K +$2.73K +86 +0.3%
RWP
1222
Ridgecrest Wealth Partners
California
$817K -$58.1K -1,830 -7%
JFGIW
1223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$816K – – –
WMWM
1224
Wilkins Miller Wealth Management
Alabama
$815K -$19.2K -606 -2%
ARC
1225
Advisor Resource Council
Texas
$812K +$190K +5,981 +31%