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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1326
JFS Wealth Advisors
Pennsylvania
$662K +$471K +14,834 +245%
SF
1327
Steffes Financial
Kansas
$662K -$3.27K -103 -0.5%
AFM
1328
Abbot Financial Management
Massachusetts
$660K – – –
SHJ
1329
Sharkey, Howes & Javer
Colorado
$658K +$1.55K +49 +0.2%
CMMS
1330
Comprehensive Money Management Services
Florida
$654K +$5.04K +159 +0.8%
UFA
1331
Unify Financial Advisors
Florida
$653K – – –
APW
1332
Axim Planning & Wealth
Ohio
$651K +$195K +6,155 +43%
Vanguard Personalized Indexing Management
1333
Vanguard Personalized Indexing Management
California
$651K +$42.6K +1,342 +7%
NEWAS
1334
N.E.W. Advisory Services
Wisconsin
$650K +$94.3K +2,974 +17%
CT
1335
Colonial Trust
South Carolina
$650K – – –
FAG
1336
Fortitude Advisory Group
Washington
$649K +$194K +6,130 +43%
SL
1337
Salomon & Ludwin
Virginia
$646K -$32.8K -1,034 -5%
CSPIA
1338
Cary Street Partners Investment Advisory
Virginia
$645K -$351K -11,057 -35%
BP
1339
Ballentine Partners
Massachusetts
$641K -$622K -19,617 -49%
PP
1340
Patten & Patten
Tennessee
$641K +$1.65K +52 +0.3%
HW
1341
Hancock Whitney
Mississippi
$641K +$176K +5,538 +38%
MCP
1342
Martin Capital Partners
Oregon
$637K -$43.5K -1,372 -6%
PP
1343
PDS Planning
Ohio
$636K +$6.5K +205 +1%
AFW
1344
Avantra Family Wealth
Pennsylvania
$635K +$7.33K +231 +1%
SCM
1345
Shelton Capital Management
Colorado
$634K – – –
PK
1346
Pflug Koory
Nebraska
$633K +$11.2K +353 +2%
TP
1347
Tranquility Partners
Tennessee
$633K +$698 +22 +0.1%
BW
1348
Basepoint Wealth
Iowa
$632K +$5.52K +174 +0.9%
BKA
1349
Brick & Kyle Associates
Pennsylvania
$631K – – –
LFA
1350
Laraway Financial Advisors
Minnesota
$631K +$280K +8,828 +80%