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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
201
Alpha Capital Management
Texas
$10.3M +$8.01M +329,742 +242%
DP
202
Denver PWM
Colorado
$10.2M -$477K -19,635 -4%
TW
203
TrinityPoint Wealth
Connecticut
$10.2M +$478K +19,656 +4%
CWP
204
Concord Wealth Partners
Virginia
$10.1M +$1.91M +78,423 +21%
RIA
205
Regal Investment Advisors
Michigan
$10.1M +$310K +12,771 +3%
AF
206
Allworth Financial
California
$9.86M -$1.47M -60,471 -12%
FC
207
Financial Consulate
Maryland
$9.85M +$10.8M +444,831 New
PSIWM
208
Paradigm Strategies in Wealth Management
Minnesota
$9.83M +$780K +32,085 +8%
IAS
209
Investment Advisory Services
Texas
$9.82M +$3.13M +128,760 +41%
LHEI
210
Leo H. Evart Inc
California
$9.76M -$27.4K -1,128 -0.3%
B
211
Bensler
Washington
$9.66M +$159K +6,564 +2%
BWM
212
BCS Wealth Management
Tennessee
$9.64M -$89K -3,663 -0.8%
SF
213
Schaeffer Financial
Maryland
$9.53M +$605K +24,921 +6%
MFG
214
MTM Financial Group
Pennsylvania
$9.48M -$444K -18,267 -4%
WLPWM
215
Walled Lake Planning & Wealth Management
Illinois
$9.37M +$254K +10,473 +3%
PWP
216
Principle Wealth Partners
Connecticut
$9.32M +$586K +24,108 +6%
Jane Street
217
Jane Street
New York
$9.22M +$10.1M +416,334 New
CAG
218
Compass Advisory Group
New York
$9.21M +$268K +11,016 +3%
FMC
219
First Merchants Corp
Indiana
$9.01M +$2.27M +93,639 +30%
CNWM
220
Clay Northam Wealth Management
California
$8.96M +$230K +9,468 +2%
CMP
221
Courage Miller Partners
Virginia
$8.87M -$229K -9,423 -2%
PAI
222
Pittenger & Anderson Inc
Nebraska
$8.81M +$944K +38,853 +11%
WAG
223
Winthrop Advisory Group
Massachusetts
$8.79M -$196K -8,076 -2%
GFPC
224
Global Financial Private Client
Florida
$8.69M +$682K +28,053 +8%
AF
225
Apexium Financial
Texas
$8.62M +$6.51M +268,158 +222%