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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
1426
Resonant Capital Advisors
Wisconsin
$478K +$31.6K +1,041 +7%
CQWA
1427
Chokshi & Queen Wealth Advisors
California
$477K – – –
CP
1428
Cornerstone Planning
North Carolina
$476K -$971 -32 -0.2%
SFO
1429
Stokes Family Office
Louisiana
$476K -$28.1K -925 -6%
BWA
1430
Basecamp Wealth Advisors
Washington
$476K -$6.83K -225 -1%
Allspring Global Investments
1431
Allspring Global Investments
North Carolina
$474K – – –
AWS
1432
Aspen Wealth Strategies
Colorado
$473K -$11.3K -373 -2%
MCM
1433
Maple Capital Management
Vermont
$473K -$104K -3,441 -18%
PWPS
1434
Pinnacle Wealth Planning Services
Ohio
$471K -$4.85K -160 -1%
HW
1435
Hancock Whitney
Mississippi
$470K +$47.7K +1,574 +12%
HCM
1436
Howland Capital Management
Massachusetts
$470K – – –
DWG
1437
Darden Wealth Group
Michigan
$470K +$61 +2 +0%
PG
1438
Prostatis Group
Maryland
$469K +$464K +15,298 New
RAM
1439
Robinhood Asset Management
California
$468K +$463K +15,253 New
PWMG
1440
Pinnacle Wealth Management Group
Michigan
$466K +$80.7K +2,660 +21%
SHF
1441
Safe Harbor Fiduciary
Florida
$465K +$385K +12,678 +511%
FA
1442
Forefront Analytics
Pennsylvania
$464K +$459K +15,119 New
AWMM
1443
Aegis Wealth Management (Maryland)
Maryland
$463K – – –
DWM
1444
DKM Wealth Management
California
$462K – – –
1832 Asset Management
1445
1832 Asset Management
Ontario, Canada
$461K – – –
SPA
1446
Sentinel Pension Advisors
Massachusetts
$461K -$46.2K -1,522 -9%
CCG
1447
Cypress Capital Group
Florida
$460K – – –
FFO
1448
Fiduciary Family Office
Florida
$460K – – –
CWL
1449
Causey Wealth LLC
Colorado
$459K +$454K +14,967 New
BTI
1450
Blue Trust Inc
Georgia
$459K +$140K +4,609 +45%