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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1701
Oakworth Capital
Alabama
$301K
PWM
1702
Provident Wealth Management
Tennessee
$299K +$10.8K +341 +4%
AFP
1703
ATLas Financial Planning
Georgia
$299K +$63 +2 +0%
Millennium Management
1704
Millennium Management
New York
$299K +$65.9K +2,077 +28%
HWA
1705
HCR Wealth Advisors
California
$298K +$17.9K +563 +6%
CJ
1706
Caitlin John
Michigan
$296K +$291K +9,179 +5,846%
TPA
1707
Trivium Point Advisory
Connecticut
$295K +$20.1K +633 +7%
IPW
1708
Impact Partnership Wealth
Georgia
$294K +$294K +9,283 New
WG
1709
Welch Group
Alabama
$294K +$80.4K +2,534 +38%
BA
1710
Bellwether Advisors
Nebraska
$293K +$294K +9,252 New
WT
1711
Whittier Trust
California
$293K +$28.9K +911 +11%
BC
1712
Bulwark Capital
Florida
$292K -$793 -25 -0.3%
AFW
1713
Atlantic Family Wealth
Florida
$291K -$57.6K -1,815 -17%
AFP
1714
Alpha Financial Partners
Kentucky
$291K +$291K +9,172 New
BC
1715
Burney Company
Virginia
$291K +$291K +9,171 New
MB
1716
MidFirst Bank
Oklahoma
$289K
DJSG
1717
D.J. St. Germain
Massachusetts
$289K -$1.43K -45 -0.5%
AIC
1718
Argus Investors Counsel
New York
$288K
WAS
1719
WESPAC Advisors SoCal
California
$288K
KA
1720
Klingman & Associates
New York
$288K
CAG
1721
Crestwood Advisors Group
Massachusetts
$286K
QWP
1722
Quotient Wealth Partners
Texas
$286K +$52.2K +1,644 +22%
TIA
1723
TCFG Investment Advisors
California
$285K +$4.32K +136 +2%
HPCM
1724
Hunter Perkins Capital Management
Illinois
$285K
WAAG
1725
Wealth Alliance Advisory Group
Kansas
$284K +$19.1K +603 +7%