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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1401
Leisure Capital Management
California
$508K -$44.4K -1,465 -8%
CIM
1402
Catalyst Investment Management
New Hampshire
$505K -$925K -30,499 -65%
HOWA
1403
Heritage Oak Wealth Advisors
Florida
$503K -$13K -427 -3%
AAG
1404
Armstrong Advisory Group
Massachusetts
$503K +$455 +15 +0.1%
DSC
1405
Duncker Streett & Co
Missouri
$502K +$16.9K +557 +4%
Pure Financial Advisors
1406
Pure Financial Advisors
California
$502K -$23.9K -787 -5%
CCP
1407
Carmel Capital Partners
California
$499K -$291K -9,599 -37%
SEEDPG
1408
S.E.E.D. Planning Group
New York
$496K +$263K +8,671 +116%
PAMG
1409
Patton Albertson Miller Group
Tennessee
$491K -$42.8K -1,411 -8%
OE
1410
OFS Enterprise
Nebraska
$491K +$486K +16,013 New
Baker Avenue Asset Management
1411
Baker Avenue Asset Management
California
$491K – – –
IWA
1412
Independent Wealth Advisors
North Carolina
$489K +$1.76K +58 +0.4%
SFG
1413
Sovereign Financial Group
Connecticut
$488K -$4.4K -145 -0.9%
TH
1414
Team Hewins
California
$487K -$19.1K -629 -4%
KWM
1415
Kingsman Wealth Management
Florida
$486K +$182 +6 +0%
BWM
1416
Brown Wealth Management
Illinois
$486K +$2.12K +70 +0.4%
SWMG
1417
Sanchez Wealth Management Group
Florida
$486K – – –
WAM
1418
Worth Asset Management
Texas
$485K +$479K +15,792 New
TF
1419
Tandem Financial
Colorado
$484K +$478K +15,769 New
DIM
1420
Delta Investment Management
California
$482K +$151K +4,994 +47%
CWA
1421
CM Wealth Advisors
Ohio
$481K – – –
WWA
1422
Wingate Wealth Advisors
Massachusetts
$480K -$781K -25,732 -62%
GG
1423
GenWealth Group
New Jersey
$480K +$42.2K +1,392 +10%
IAS
1424
Integrity Advisory Solutions
Texas
$480K -$53.1K -1,749 -10%
FA
1425
Faithward Advisors
Pennsylvania
$478K +$60K +1,978 +22%