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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
176
Sage Financial Group
Pennsylvania
$1.03M -$22.6K -1,305 -2%
BW
177
Bison Wealth
Georgia
$1.03M +$421K +24,351 +71%
CCMW
178
Cypress Capital Management (Wyoming)
Wyoming
$1.02M +$21.8K +1,260 +2%
SP
179
SWS Partners
Ohio
$1.01M -$415 -24 -0%
TW
180
Transform Wealth
Colorado
$1M -$255K -14,721 -21%
SFG
181
StrategIQ Financial Group
Indiana
$989K +$14.1K +813 +1%
Vanguard Capital Wealth Advisors
182
Vanguard Capital Wealth Advisors
Colorado
$983K +$79.7K +4,605 +9%
PA
183
Pinnacle Associates
New York
$965K -$1.51K -87 -0.2%
EAM
184
Evanson Asset Management
California
$960K +$2.85K +165 +0.3%
SSWM
185
Sheets Smith Wealth Management
North Carolina
$954K +$165K +9,552 +21%
SFSG
186
Stearns Financial Services Group
North Carolina
$950K +$29.2K +1,689 +3%
AIA
187
Armor Investment Advisors
North Carolina
$939K +$41.2K +2,379 +5%
JP Morgan Chase
188
JP Morgan Chase
New York
$933K +$223K +12,885 +32%
LNC
189
Lincoln National Corp
Pennsylvania
$928K +$909K +52,539 New
CFA
190
Carroll Financial Associates
North Carolina
$914K
BBPWM
191
Blue Bell Private Wealth Management
Pennsylvania
$911K +$4.31K +249 +0.5%
H
192
HoyleCohen
California
$881K -$6.64K -384 -0.8%
VCAM
193
Van Cleef Asset Management
Ohio
$865K -$179K -10,350 -17%
RWM
194
Rench Wealth Management
Texas
$864K -$404K -23,325 -32%
GIA
195
GHP Investment Advisors
Colorado
$861K -$6.23K -360 -0.7%
PWM
196
Paulson Wealth Management
Illinois
$860K
TRCT
197
Tower Research Capital (TRC)
New York
$810K +$794K +45,855 New
EWM
198
Edge Wealth Management
New York
$801K +$47.6K +2,751 +6%
CIAS
199
Capital Investment Advisory Services
North Carolina
$789K +$4.83K +279 +0.6%
GAM
200
Garrison Asset Management
Arkansas
$777K -$1.97K -114 -0.3%