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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
201
Stratos Investment Management
Ohio
$13.7M -$327K -13,266 -2%
WFPG
202
Waller Financial Planning Group
Ohio
$13.7M -$90.6K -3,672 -0.7%
SCP
203
Shorepoint Capital Partners
Massachusetts
$13.6M -$719K -29,142 -5%
FNC
204
First National Corp
Massachusetts
$13.5M +$1.03M +41,766 +8%
NA
205
NewEdge Advisors
Louisiana
$13.5M +$2.21M +89,634 +7%
CT
206
Cambridge Trust
Massachusetts
$13.4M +$138K +5,577 +1%
MCM
207
Mendel Capital Management
Arkansas
$13.3M +$227K +9,201 +2%
CWP
208
Concord Wealth Partners
Virginia
$13.3M +$1.76M +71,481 +16%
BWM
209
BCGM Wealth Management
Indiana
$13.3M +$165K +6,696 +1%
PSIWM
210
Paradigm Strategies in Wealth Management
Minnesota
$13.1M +$1.86M +75,534 +17%
PMG
211
ProVise Management Group
Florida
$13.1M -$1.96M -79,563 -13%
KIM
212
Karpus Investment Management
New York
$13M +$12.8M +517,770 New
SMWM
213
Silvia McColl Wealth Management
California
$13M +$12.7M +516,429 New
AF
214
Apexium Financial
Texas
$13M +$3.13M +126,624 +33%
TW
215
TrinityPoint Wealth
Connecticut
$12.8M +$1.19M +48,117 +10%
MOS
216
MGO One Seven
Ohio
$12.8M -$1.28M -51,711 -9%
CWA
217
Clearview Wealth Advisors
Oregon
$12.7M -$3.47M -140,505 -22%
PD
218
Planning Directions
Pennsylvania
$12.7M +$482K +19,524 +4%
ACM
219
Alpha Capital Management
Texas
$12.7M +$916K +37,119 +8%
AWA
220
Acorn Wealth Advisors
Michigan
$12.7M -$105K -4,236 -0.8%
CIBC World Market
221
CIBC World Market
Ontario, Canada
$12.7M +$3.86M +156,510 +45%
DP
222
Denver PWM
Colorado
$12.7M +$1.29M +52,299 +12%
FCAS
223
First Command Advisory Services
Texas
$12.6M -$126K -5,121 -1%
RIA
224
Regal Investment Advisors
Michigan
$12.3M +$776K +31,431 +7%
TFA
225
Trinity Financial Advisors
Ohio
$12.1M +$4.18M +169,299 +54%