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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APW
1326
Axim Planning & Wealth
Ohio
$651K +$195K +6,155 +43%
Vanguard Personalized Indexing Management
1327
Vanguard Personalized Indexing Management
California
$651K +$42.6K +1,342 +7%
NEWAS
1328
N.E.W. Advisory Services
Wisconsin
$650K +$94.3K +2,974 +17%
CT
1329
Colonial Trust
South Carolina
$650K
FAG
1330
Fortitude Advisory Group
Washington
$649K +$194K +6,130 +43%
SL
1331
Salomon & Ludwin
Virginia
$646K -$32.8K -1,034 -5%
CSPIA
1332
Cary Street Partners Investment Advisory
Virginia
$645K -$351K -11,057 -35%
BP
1333
Ballentine Partners
Massachusetts
$641K -$622K -19,617 -49%
PP
1334
Patten & Patten
Tennessee
$641K +$1.65K +52 +0.3%
HW
1335
Hancock Whitney
Mississippi
$641K +$176K +5,538 +38%
MCP
1336
Martin Capital Partners
Oregon
$637K -$43.5K -1,372 -6%
PP
1337
PDS Planning
Ohio
$636K +$6.5K +205 +1%
AFW
1338
Avantra Family Wealth
Pennsylvania
$635K +$7.33K +231 +1%
SCM
1339
Shelton Capital Management
Colorado
$634K
PK
1340
Pflug Koory
Nebraska
$633K +$11.2K +353 +2%
TP
1341
Tranquility Partners
Tennessee
$633K +$698 +22 +0.1%
BW
1342
Basepoint Wealth
Iowa
$632K +$5.52K +174 +0.9%
BKA
1343
Brick & Kyle Associates
Pennsylvania
$631K
LFA
1344
Laraway Financial Advisors
Minnesota
$631K +$280K +8,828 +80%
RAM
1345
Robinhood Asset Management
California
$630K +$146K +4,616 +30%
PCFFS
1346
Pacific Center for Financial Services
California
$627K +$309K +9,735 +97%
TBFA
1347
Three Bearings Fiduciary Advisors
New Hampshire
$623K +$13.5K +425 +2%
BFC
1348
Bedel Financial Consulting
Indiana
$622K -$424K -13,373 -41%
BCMLT
1349
Beacon Capital Management LLC (Tennessee)
Tennessee
$621K -$16.8K -528 -3%
FGC
1350
Financial Gravity Companies
Texas
$618K +$619K +19,497 New