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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1501
Clear Point Advisors
New York
$337K -$341K -12,535 -50%
SWMG
1502
Stillwater Wealth Management Group
Florida
$337K +$48.3K +1,778 +17%
TPW
1503
Tiller Private Wealth
Pennsylvania
$335K -$272K -9,995 -45%
OWM
1504
OneAscent Wealth Management
Alabama
$335K -$44.8K -1,647 -12%
RWB
1505
RMR Wealth Builders
New Jersey
$335K -$12.3K -451 -4%
AWM
1506
Athena Wealth Management
Nevada
$335K +$332K +12,198 New
AFA
1507
Aznar Financial Advisors
New Jersey
$334K +$331K +12,174 New
Kovitz Investment Group Partners
1508
Kovitz Investment Group Partners
Illinois
$333K -$3.54M -130,286 -91%
IP
1509
Indivisible Partners
Florida
$333K +$330K +12,122 New
JCM
1510
J2 Capital Management
Michigan
$332K – – –
PWM
1511
Partners Wealth Management
California
$332K -$118K -4,325 -26%
MWA
1512
Midland Wealth Advisors
Illinois
$332K -$123K -4,541 -27%
HIS
1513
Horizon Investment Services
Indiana
$331K +$54 +2 +0%
BWS
1514
Buck Wealth Strategies
Colorado
$331K -$17.9K -660 -5%
YP
1515
YANKCOM Partnership
South Dakota
$331K +$107K +3,923 +48%
TIP
1516
Tandem Investment Partners
New Jersey
$330K -$73.7K -2,712 -18%
SPWM
1517
Straight Path Wealth Management
Michigan
$329K +$6.8K +250 +2%
SW
1518
SkyOak Wealth
Michigan
$328K +$54 +2 +0%
VFG
1519
Valley Financial Group
Pennsylvania
$328K -$567K -20,861 -64%
FBC
1520
Fairfield, Bush & Co
Connecticut
$327K -$13.7K -504 -4%
JC
1521
JB Capital
Connecticut
$323K -$23.1K -850 -7%
CIM
1522
Cambria Investment Management
California
$323K +$32.5K +1,197 +11%
FA
1523
FSA Advisors
Michigan
$322K -$82.1K -3,018 -20%
JESC
1524
J.E. Simmons & Co
Texas
$321K +$319K +11,719 New
FFG
1525
Frisch Financial Group
New York
$321K +$1.74K +64 +0.5%