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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1201
Resonant Capital Advisors
Wisconsin
$209K
HGWM
1202
Horst & Graben Wealth Management
Oregon
$209K
WAAG
1203
Wealth Alliance Advisory Group
Kansas
$208K
FA
1204
Fountainhead AM
New Jersey
$208K -$2.51K -105 -1%
MRCM
1205
M&R Capital Management
New Jersey
$206K -$1K -42 -0.5%
SRWM
1206
Shira Ridge Wealth Management
California
$204K +$201K +8,418 New
DA
1207
DCM Advisors
New York
$203K
SP
1208
Successful Portfolios
Florida
$203K -$238K -9,951 -54%
HIP
1209
HUB Investment Partners
Texas
$203K -$33K -1,380 -14%
NIM
1210
Northeast Investment Management
Massachusetts
$203K +$200K +8,385 New
GC
1211
Grimes & Company
Massachusetts
$203K +$200K +8,376 New
BWM
1212
BlackDiamond Wealth Management
New York
$202K +$192K +8,034 New
MAC
1213
Mason & Associates (California)
California
$202K
Neuberger Berman Group
1214
Neuberger Berman Group
New York
$201K +$199K +8,310 New
SIC
1215
Samalin Investment Counsel
New York
$200K +$198K +8,283 New
SIC
1216
SJS Investment Consulting
Ohio
$200K -$16.1K -675 -8%
NFSG
1217
Newbridge Financial Services Group
Florida
$199K -$72.7K -3,042 -27%
SWM
1218
Sugarloaf Wealth Management
Georgia
$189K +$187K +7,806 New
LOIP
1219
Live Oak Investment Partners
Texas
$189K
TCOV
1220
Trust Company of Vermont
Vermont
$186K
AWM
1221
Aberdeen Wealth Management
Illinois
$182K
FFL
1222
Financial Freedom LLC
Ohio
$179K +$50.3K +2,106 +40%
AIC
1223
Archer Investment Corporation
Indiana
$177K -$54K -2,259 -24%
WWM
1224
Wolff Wiese Magana
California
$175K +$1.29K +54 +0.8%
WWMSC
1225
Wagner Wealth Management (South Carolina)
South Carolina
$174K +$1.58K +66 +0.9%