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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCG
1201
Breakwater Capital Group
New Jersey
$212K +$209K +8,766 New
PEA
1202
Park Edge Advisors
Ohio
$210K -$82.5K -3,453 -28%
RCA
1203
Resonant Capital Advisors
Wisconsin
$209K – – –
HGWM
1204
Horst & Graben Wealth Management
Oregon
$209K – – –
WAAG
1205
Wealth Alliance Advisory Group
Kansas
$208K – – –
FA
1206
Fountainhead AM
New Jersey
$208K -$2.51K -105 -1%
MRCM
1207
M&R Capital Management
New Jersey
$206K -$1K -42 -0.5%
SRWM
1208
Shira Ridge Wealth Management
California
$204K +$201K +8,418 New
DA
1209
DCM Advisors
New York
$203K – – –
SP
1210
Successful Portfolios
Florida
$203K -$238K -9,951 -54%
HIP
1211
HUB Investment Partners
Texas
$203K -$33K -1,380 -14%
NIM
1212
Northeast Investment Management
Massachusetts
$203K +$200K +8,385 New
GC
1213
Grimes & Company
Massachusetts
$203K +$200K +8,376 New
BWM
1214
BlackDiamond Wealth Management
New York
$202K +$192K +8,034 New
MAC
1215
Mason & Associates (California)
California
$202K – – –
Neuberger Berman Group
1216
Neuberger Berman Group
New York
$201K +$199K +8,310 New
SIC
1217
Samalin Investment Counsel
New York
$200K +$198K +8,283 New
SIC
1218
SJS Investment Consulting
Ohio
$200K -$16.1K -675 -8%
NFSG
1219
Newbridge Financial Services Group
Florida
$199K -$72.7K -3,042 -27%
SWM
1220
Sugarloaf Wealth Management
Georgia
$189K +$187K +7,806 New
LOIP
1221
Live Oak Investment Partners
Texas
$189K – – –
TCOV
1222
Trust Company of Vermont
Vermont
$186K – – –
AWM
1223
Aberdeen Wealth Management
Illinois
$182K – – –
FFL
1224
Financial Freedom LLC
Ohio
$179K +$50.3K +2,106 +40%
AIC
1225
Archer Investment Corporation
Indiana
$177K -$54K -2,259 -24%