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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
376
Joseph P. Lucia & Associates
New York
$523K -$6.18K -330 -1%
IC
377
Intersect Capital
California
$523K
CAN
378
Cetera Advisor Networks
California
$521K -$30.3K -1,620 -6%
Lido Advisors
379
Lido Advisors
California
$521K +$169 +9 +0%
WC
380
Whitnell & Co
Illinois
$513K +$26.7K +1,425 +6%
Cerity Partners
381
Cerity Partners
New York
$510K +$269K +14,343 +119%
GCA
382
Gradient Capital Advisors
California
$507K -$14.3K -762 -3%
BIM
383
Baldwin Investment Management
Pennsylvania
$504K +$41.8K +2,232 +9%
CW
384
CreativeOne Wealth
Kansas
$501K +$33.3K +1,779 +7%
CT
385
Caldwell Trust
Florida
$499K +$484K +25,854 New
BCI
386
Brinker Capital Investments
Pennsylvania
$496K +$3.48K +186 +0.7%
CFMC
387
Curbstone Financial Management Corp
New Hampshire
$496K +$52.3K +2,790 +12%
Fidelity Investments
388
Fidelity Investments
Massachusetts
$491K +$37K +1,977 +8%
B
389
Bailard
California
$486K
IA
390
IFG Advisory
Georgia
$483K +$9.27K +495 +2%
BAM
391
Bellevue Asset Management
Washington
$482K +$468K +24,969 New
NL
392
NWAM LLC
Washington
$479K +$34.7K +1,854 +8%
HL
393
HeadInvest LLC
Maine
$479K +$194K +10,350 +72%
RWA
394
River Wealth Advisors
Pennsylvania
$476K +$60.6K +3,234 +15%
CBA
395
Coastal Bridge Advisors
Connecticut
$475K
PWA
396
Physician Wealth Advisors
Utah
$475K
GLA
397
Good Life Advisors
Pennsylvania
$475K +$11.2K +597 +2%
BAC
398
Boys Arnold & Co
North Carolina
$475K +$103K +5,505 +29%
Millennium Management
399
Millennium Management
New York
$473K -$405K -21,615 -47%
AMM
400
American Money Management
California
$471K -$11.6K -621 -2%