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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
201
Kingsview Wealth Management
Oregon
$1.21M -$118K -7,017 -9%
CWM
202
Chesapeake Wealth Management
Virginia
$1.2M -$44.9K -2,670 -4%
AIA
203
Armor Investment Advisors
North Carolina
$1.2M +$202K +12,009 +21%
BFPW
204
BOK Financial Private Wealth
Colorado
$1.19M -$267K -15,894 -19%
MIAN
205
Mariner Independent Advisor Network
Kansas
$1.17M -$32.9K -1,956 -3%
AI
206
Atria Investments
North Carolina
$1.16M +$604K +35,901 +118%
Bank of New York Mellon
207
Bank of New York Mellon
New York
$1.13M -$107K -6,375 -9%
WFG
208
Wills Financial Group
Virginia
$1.12M +$13.4K +798 +1%
ML
209
McAdam LLC
Pennsylvania
$1.12M +$103K +6,153 +11%
SSWM
210
Sheets Smith Wealth Management
North Carolina
$1.12M -$7.42K -441 -0.7%
MAS
211
Madden Advisory Services
Florida
$1.12M -$45.1K -2,685 -4%
SWRP
212
Summit Wealth & Retirement Planning
California
$1.1M +$65.8K +3,912 +7%
CFA
213
Carroll Financial Associates
North Carolina
$1.08M +$191K +11,337 +22%
SLA
214
Silver Lake Advisory
Utah
$1.07M -$25.4K -1,512 -2%
HA
215
Hamel Associates
New Jersey
$1.06M -$972K -57,786 -49%
GIA
216
GHP Investment Advisors
Colorado
$1.05M -$454 -27 -0%
LCM
217
Liberty Capital Management
Michigan
$1.04M
AWMG
218
Alliance Wealth Management Group
New Jersey
$1.04M -$4.74M -281,748 -82%
TCM
219
Towercrest Capital Management
Pennsylvania
$1.04M -$4.74M -281,748 -82%
PWP
220
Principle Wealth Partners
Connecticut
$1.03M +$627K +37,260 +168%
WA
221
WBH Advisory
Maryland
$1.03M +$152K +9,060 +18%
TRCT
222
Tower Research Capital (TRC)
New York
$1.01M -$1.02M -60,579 -51%
WWM
223
Western Wealth Management
Colorado
$1.01M +$58.8K +3,495 +6%
WCG
224
Weaver Consulting Group
California
$1M +$960K +57,081 New
BW
225
Bison Wealth
Georgia
$991K -$14.5K -864 -1%