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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
201
Alpha Omega Wealth Management
Virginia
$5.93M +$189K +7,473 +3%
PWA
202
Providence Wealth Advisors
Illinois
$5.9M +$389K +15,417 +7%
KA
203
Kovack Advisors
Florida
$5.8M +$90.7K +3,594 +2%
BMCM
204
Bryn Mawr Capital Management
Pennsylvania
$5.71M +$2M +79,215 +54%
TA
205
TrueWealth Advisors
Alabama
$5.7M +$770K +30,513 +16%
Wealth Enhancement Advisory Services
206
Wealth Enhancement Advisory Services
Minnesota
$5.69M +$156K +6,183 +3%
CAM
207
Cozad Asset Management
Illinois
$5.66M +$95.3K +3,774 +2%
RC
208
Rovin Capital
Arizona
$5.64M +$415K +16,443 +8%
GSIS
209
Global Strategic Investment Solutions
Arizona
$5.51M -$1.01M -39,894 -15%
CWM
210
Cedar Wealth Management
California
$5.5M -$270K -10,692 -5%
EH
211
Equitable Holdings
New York
$5.45M +$842K +33,345 +18%
KJWM
212
Kiley Juergens Wealth Management
Washington
$5.4M +$735K +29,091 +16%
WP
213
WealthPLAN Partners
Nebraska
$5.4M +$14.6K +579 +0.3%
BWM
214
Benchmark Wealth Management
Connecticut
$5.39M +$68.9K +2,727 +1%
SCM
215
Spreng Capital Management
Ohio
$5.34M +$1.9M +75,162 +55%
BWM
216
BCGM Wealth Management
Indiana
$5.26M +$465K +18,414 +10%
C
217
Clearshares
New York
$5.22M +$66.1K +2,616 +1%
GRP
218
Global Retirement Partners
California
$5.21M +$681K +26,967 +15%
BBW
219
Blue Barn Wealth
Utah
$5.21M +$5.22M +206,622 New
AFS
220
Access Financial Services
Minnesota
$5.11M -$101K -4,002 -2%
JWBC
221
John W. Brooker & Co
California
$5.09M +$1.02M +40,485 +25%
WP
222
WealthShield Partners
North Carolina
$5.08M +$683K +27,069 +16%
LGA
223
Lebenthal Global Advisors
New York
$5.02M -$2M -79,377 -28%
NIC
224
Northwest Investment Counselors
Oregon
$4.95M -$44.6K -1,767 -0.9%
SVWAG
225
Sound View Wealth Advisors Group
Georgia
$4.94M +$265K +10,515 +6%