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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
376
Centaurus Financial
California
$567K +$160K +9,468 +40%
MCM
377
Maxim Capital Management
California
$564K -$2.22M -131,307 -81%
BFPW
378
BOK Financial Private Wealth
Colorado
$563K -$334K -19,788 -38%
AWM
379
Aprio Wealth Management
Georgia
$561K +$15.2K +900 +3%
PL
380
Plancorp LLC
Missouri
$560K +$33.9K +2,010 +7%
VWA
381
V Wealth Advisors
Kansas
$547K -$57K -3,375 -10%
KA
382
Kovack Advisors
Florida
$547K -$51.9K -3,075 -9%
BW
383
Bison Wealth
Georgia
$545K +$659 +39 +0.1%
MFW
384
Meristem Family Wealth
Minnesota
$543K – – –
Northern Trust
385
Northern Trust
Illinois
$542K -$11.7K -693 -2%
CAN
386
Cetera Advisor Networks
California
$542K +$73.9K +4,377 +16%
HFBOT
387
Home Federal Bank of Tennessee
Tennessee
$532K – – –
JPLA
388
Joseph P. Lucia & Associates
New York
$529K +$41.2K +2,442 +9%
BFG
389
Bouchey Financial Group
New York
$525K -$19.1K -1,131 -4%
GWM
390
Gray Wealth Management
Maine
$522K -$6.33K -375 -1%
BRWA
391
B. Riley Wealth Advisors
Florida
$521K +$13.6K +804 +3%
EWM
392
Empirical Wealth Management
Washington
$519K -$81.6K -4,830 -14%
Renaissance Technologies
393
Renaissance Technologies
New York
$518K -$456K -27,000 -47%
GVAG
394
Great Valley Advisor Group
Delaware
$518K -$218K -12,897 -30%
TPWA
395
TRUE Private Wealth Advisors
Oregon
$503K +$51 +3 +0%
SEI Investments
396
SEI Investments
Pennsylvania
$502K -$648K -38,343 -57%
KF
397
Krilogy Financial
Missouri
$491K -$37.8K -2,241 -7%
NEGWA
398
New England Guild Wealth Advisors
Connecticut
$486K – – –
NNP
399
Nachman Norwood & Parrott
South Carolina
$484K -$29.3K -1,737 -6%
BCA
400
Bay Colony Advisors
Massachusetts
$481K +$25.3K +1,497 +6%