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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
126
SevenBridge Financial Group
Pennsylvania
$4.49M -$42K -2,244 -1%
NFG
127
Noven Financial Group
Colorado
$4.48M -$218K -11,634 -5%
RDWM
128
Red Door Wealth Management
Tennessee
$4.48M +$4.31M +230,160 New
AOWM
129
Alpha Omega Wealth Management
Virginia
$4.45M +$198K +10,545 +5%
BWM
130
Benchmark Wealth Management
Connecticut
$4.09M +$3.97M +212,061 New
SFWC
131
Strategic Family Wealth Counselors
New Jersey
$4.09M +$115K +6,117 +3%
DBRC
132
D.B. Root & Company
Pennsylvania
$4.08M +$86.9K +4,641 +2%
PA
133
PFG Advisors
Arizona
$4.04M +$299K +15,969 +8%
NG
134
Northstar Group
New York
$3.95M -$56.7K -3,027 -1%
IA
135
IFP Advisors
Florida
$3.92M -$469K -25,056 -11%
EGWAG
136
Elwood & Goetz Wealth Advisory Group
Georgia
$3.92M -$26.6K -1,422 -0.7%
Truist Financial
137
Truist Financial
North Carolina
$3.81M +$3.7M +197,595 New
Qube Research & Technologies (QRT)
138
Qube Research & Technologies (QRT)
United Kingdom
$3.8M +$3.68M +196,698 New
NWS
139
Newport Wealth Strategies
California
$3.76M +$80.2K +4,281 +2%
SFG
140
SNS Financial Group
Minnesota
$3.75M -$67.9K -3,624 -2%
NIC
141
Northwest Investment Counselors
Oregon
$3.73M +$207K +11,025 +6%
CPA
142
Clear Perspective Advisors
Illinois
$3.7M +$1.05M +56,088 +41%
APA
143
American Portfolios Advisors
New York
$3.64M +$123K +6,591 +4%
PD
144
Planning Directions
Pennsylvania
$3.59M -$94K -5,019 -3%
FMC
145
First Merchants Corp
Indiana
$3.47M -$112K -5,970 -3%
SPC
146
Sigma Planning Corp
Michigan
$3.41M +$171K +9,144 +5%
SIA
147
Starfire Investment Advisers
Michigan
$3.4M +$450K +23,997 +16%
FAIM
148
Financial Advocates Investment Management
Washington
$3.39M +$191K +10,221 +6%
BCM
149
Breiter Capital Management
Florida
$3.36M -$232K -12,375 -7%
KM
150
Kalos Management
Georgia
$3.31M +$252K +13,461 +9%