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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
351
Loveless Wealth Management
Montana
$2.34M +$225K +8,898 +11%
LWAC
352
Laurel Wealth Advisors (California)
California
$2.34M +$432K +17,115 +23%
SFA
353
Sequoia Financial Advisors
Ohio
$2.33M +$535K +21,186 +30%
EA
354
Emerald Advisors
Washington
$2.32M +$328K +12,972 +16%
AL
355
ACAS LLC
California
$2.32M -$18.3K -723 -0.8%
IAP
356
Indie Asset Partners
Indiana
$2.31M -$10.7K -423 -0.5%
SFMG
357
Sage Financial Management Group
Virginia
$2.31M +$219K +8,655 +10%
CIAS
358
CFS Investment Advisory Services
New Jersey
$2.31M +$2.32M +91,749 New
ERIM
359
Eagle Ridge Investment Management
Connecticut
$2.31M – – –
Luther King Capital Management (LKCM)
360
Luther King Capital Management (LKCM)
Texas
$2.29M – – –
CAS
361
Cascadia Advisory Services
Oregon
$2.26M +$1.29M +51,270 +134%
SWM
362
Stockman Wealth Management
Montana
$2.25M -$315K -12,462 -12%
FFS
363
Founders Financial Securities
Maryland
$2.19M +$1.88M +74,481 +606%
ADL
364
Asset Dedication LLC
California
$2.15M +$359K +14,223 +20%
MCM
365
Maple Capital Management
Vermont
$2.13M -$116K -4,602 -5%
PNC Financial Services Group
366
PNC Financial Services Group
Pennsylvania
$2.1M +$181K +7,188 +9%
FNBOMD
367
First National Bank of Mount Dora
Florida
$2.06M – – –
BSW
368
Buckingham Strategic Wealth
Missouri
$2.06M +$1.45M +57,408 +235%
MA
369
MONECO Advisors
Connecticut
$2.06M +$488K +19,323 +31%
CWM
370
Chesapeake Wealth Management
Virginia
$2.05M -$39.8K -1,575 -2%
Bank of New York Mellon
371
Bank of New York Mellon
New York
$2.03M -$31.9K -1,263 -2%
WWM
372
Western Wealth Management
Colorado
$2.02M +$18.4K +729 +0.9%
GIA
373
Guyasuta Investment Advisors
Pennsylvania
$2.01M – – –
NFG
374
Nations Financial Group
Iowa
$2M +$56.4K +2,232 +3%
CIA
375
Capital Investment Advisors
Georgia
$1.98M -$111K -4,377 -5%