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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
126
Highwater Wealth Management
Colorado
$793K +$75.6K +5,130 +11%
SFSG
127
Stearns Financial Services Group
North Carolina
$790K +$31.8K +2,160 +4%
SLA
128
Silver Lake Advisory
Utah
$786K +$7.65K +519 +1%
CIAS
129
Capital Investment Advisory Services
North Carolina
$769K +$42.2K +2,862 +6%
SA
130
SRH Advisors
Kansas
$766K +$269K +18,270 +55%
TIM
131
Total Investment Management
Arizona
$765K -$202K -13,725 -21%
ACM
132
Alpha Capital Management
Texas
$762K -$261K -17,688 -26%
LA
133
LVW Advisors
New York
$736K +$165K +11,196 +29%
JP Morgan Chase
134
JP Morgan Chase
New York
$730K +$101K +6,843 +16%
BBPWM
135
Blue Bell Private Wealth Management
Pennsylvania
$721K +$12.6K +855 +2%
GIA
136
GHP Investment Advisors
Colorado
$709K +$2.92K +198 +0.4%
WFG
137
Wills Financial Group
Virginia
$701K +$34.1K +2,313 +5%
FFWA
138
FRG Family Wealth Advisors
Washington
$690K – – –
TFA
139
Toth Financial Advisory
Virginia
$685K -$162K -11,010 -19%
ML
140
McAdam LLC
Pennsylvania
$682K -$67K -4,545 -9%
NGA
141
Naples Global Advisors
Florida
$676K +$250K +16,944 +59%
GS
142
Girard Securities
California
$665K +$203K +13,746 +44%
SA
143
Strategic Advisors
New York
$662K -$556K -37,734 -46%
OA
144
Opes Advisors
California
$662K +$136K +9,198 +26%
MWM
145
Meridian Wealth Management
Kentucky
$638K -$2.13M -144,417 -77%
GAM
146
Garrison Asset Management
Arkansas
$602K -$3.05K -207 -0.5%
FWM
147
Focused Wealth Management
New York
$592K – – –
SB
148
Suntrust Banks
Georgia
$589K -$77.3K -5,241 -12%
PCM
149
Penserra Capital Management
California
$580K +$576K +39,054 New
MWAC
150
Mariner Wealth Advisors (Cincinnati)
Ohio
$569K +$342K +23,220 +154%