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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
251
Opes Wealth Management
California
$1.19M +$54.2K +3,018 +4%
LCM
252
Liberty Capital Management
Michigan
$1.17M +$307K +17,100 +28%
Avantax Advisory Services
253
Avantax Advisory Services
Texas
$1.16M +$204K +11,364 +17%
Stratos Wealth Partners
254
Stratos Wealth Partners
Ohio
$1.16M -$8.13K -453 -0.6%
Mariner Independent Advisor Network
255
Mariner Independent Advisor Network
Kansas
$1.16M +$190K +10,578 +16%
SL
256
Systelligence LLC
Minnesota
$1.15M -$5M -278,472 -78%
Luther King Capital Management (LKCM)
257
Luther King Capital Management (LKCM)
Texas
$1.14M – – –
CWM
258
Chesapeake Wealth Management
Virginia
$1.13M +$68.4K +3,810 +5%
EA
259
Emerald Advisors
Washington
$1.13M +$1.2M +66,939 New
TFS
260
TrustCore Financial Services
Tennessee
$1.13M -$121K -6,741 -8%
KJWM
261
Kiley Juergens Wealth Management
Washington
$1.13M +$781K +43,521 +137%
AIA
262
Armor Investment Advisors
North Carolina
$1.12M -$18.7K -1,041 -1%
SBA
263
Secrest Blakey & Associates
North Carolina
$1.12M +$340K +18,915 +34%
CWS
264
Cypress Wealth Services
California
$1.11M -$75.8K -4,221 -5%
AC
265
Abbrea Capital
California
$1.1M +$1.31M +73,152 New
CA
266
CapWealth Advisors
Tennessee
$1.08M -$195K -10,842 -13%
KIC
267
Keating Investment Counselors
Florida
$1.07M -$101K -5,610 -7%
Capital Wealth Planning
268
Capital Wealth Planning
Florida
$1.07M -$108K -6,039 -8%
MCP
269
Mirador Capital Partners
California
$1.05M -$11.1K -618 -1%
Charles Schwab
270
Charles Schwab
California
$1.03M +$1.24M +68,976 New
JFGIW
271
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.02M -$82.7K -4,605 -6%
AWM
272
Adams Wealth Management
Utah
$1.02M +$1.23M +68,343 New
FNBOMD
273
First National Bank of Mount Dora
Florida
$1.02M +$318K +17,700 +35%
Western Wealth Management
274
Western Wealth Management
Colorado
$1.01M +$103K +5,751 +9%
Beacon Pointe Advisors
275
Beacon Pointe Advisors
California
$1.01M +$658K +36,624 +118%