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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
1451
Northcape Wealth Management
New York
$295K – – –
HA
1452
HFG Advisors
Ohio
$294K – – –
SAM
1453
Seelaus Asset Management
New Jersey
$293K +$7.72K +283 +3%
TWM
1454
Tanglewood Wealth Management
Texas
$291K – – –
FGAM
1455
Financial Gravity Asset Management
Texas
$289K +$289K +10,604 New
CIM
1456
Cambria Investment Management
California
$289K +$4.26K +156 +1%
EF
1457
Empowered Funds
Pennsylvania
$289K +$4.26K +156 +1%
MFC
1458
Morris Financial Concepts
South Carolina
$288K – – –
DAM
1459
Delta Asset Management
Tennessee
$287K -$1.36K -50 -0.5%
SWMG
1460
Stillwater Wealth Management Group
Florida
$287K +$286K +10,495 New
UF
1461
Univest Financial
Pennsylvania
$286K +$5.05K +185 +2%
TC
1462
Tenret Company
Florida
$285K – – –
VCM
1463
Vivaldi Capital Management
Illinois
$283K +$59.9K +2,196 +27%
JHCP
1464
Jackson Hole Capital Partners
Oklahoma
$283K – – –
IPA
1465
Investment Planning Advisors
Georgia
$283K +$283K +10,356 New
EFMC
1466
Empire Financial Management Company
New York
$283K -$5.81K -213 -2%
ERIC
1467
Eagle Rock Investment Company
Georgia
$282K -$1.31K -48 -0.5%
LGWM
1468
Litman Gregory Wealth Management
California
$281K -$17.1K -625 -6%
CFG
1469
Copley Financial Group
California
$281K -$16.8K -616 -6%
WWA
1470
Wisconsin Wealth Advisors
Wisconsin
$281K -$428K -15,696 -60%
MSCM
1471
McElhenny Sheffield Capital Management
Texas
$281K -$6.55K -240 -2%
BA
1472
BCM Advisors
Louisiana
$280K +$283K +10,373 New
FWP
1473
Firethorn Wealth Partners
Georgia
$280K +$1.58K +58 +0.6%
FM
1474
Foster & Motley
Ohio
$280K +$4.47K +164 +2%
WMP
1475
Wealth Management Partners
Arizona
$278K +$278K +10,182 New