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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
Moran Wealth Management
Florida
$4.86M +$377K +13,831 +8%
IAS
502
Insigneo Advisory Services
Florida
$4.86M +$121K +4,430 +3%
JSL
503
JT Stratford LLC
Georgia
$4.84M -$2.9M -106,130 -37%
GAG
504
GM Advisory Group
New York
$4.83M +$303K +11,117 +7%
AWE
505
Avidian Wealth Enterprises
Texas
$4.82M +$21.6K +793 +0.5%
JWM
506
JPL Wealth Management
Colorado
$4.81M -$42.6K -1,563 -0.9%
FA
507
Fagan Associates
New York
$4.79M -$38.1K -1,395 -0.8%
BI
508
Berkeley Inc
Idaho
$4.79M -$34.9K -1,279 -0.7%
FCA
509
FLC Capital Advisors
California
$4.72M -$36K -1,319 -0.8%
JIC
510
Johnson Investment Counsel
Ohio
$4.71M +$189K +6,940 +4%
CSS
511
Cubist Systematic Strategies
Connecticut
$4.65M +$4.65M +170,319 New
EWP
512
Equity Wealth Partners
Missouri
$4.64M +$4.64M +170,014 New
QCM
513
Quantinno Capital Management
New York
$4.62M -$3.4M -124,756 -42%
RSWM
514
Robertson Stephens Wealth Management
California
$4.6M +$259K +9,496 +6%
ACM
515
Advisors Capital Management
New Jersey
$4.57M +$241K +8,816 +6%
MWM
516
MBE Wealth Management
Wisconsin
$4.56M -$491K -18,011 -10%
JPLA
517
Joseph P. Lucia & Associates
New York
$4.52M -$45K -1,650 -1%
FWA
518
FSC Wealth Advisors
New York
$4.52M +$23.2K +851 +0.5%
LA
519
Lynch & Associates
Indiana
$4.49M +$245K +8,968 +6%
US Bancorp
520
US Bancorp
Minnesota
$4.48M +$87.5K +3,209 +2%
AA
521
Auxano Advisors
Washington
$4.46M -$554K -20,313 -11%
WA
522
WPG Advisers
Maryland
$4.45M -$118K -4,307 -3%
ACI
523
Alpha Cubed Investments
California
$4.42M -$617K -22,630 -12%
CIC
524
Cutler Investment Counsel
Oregon
$4.39M +$29.8K +1,092 +0.7%
PCA
525
Pallas Capital Advisors
Massachusetts
$4.38M -$533K -19,529 -11%