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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
551
Lenox Wealth Advisors
New York
$131K – – –
CAL
552
Capital Advisors Ltd
Ohio
$128K – – –
EW
553
Element Wealth
Mississippi
$111K – – –
FPFS
554
First Personal Financial Services
North Carolina
$111K – – –
BFEC
555
Benjamin F. Edwards & Company
Missouri
$109K -$28K -1,659 -21%
HFS
556
HBC Financial Services
Washington
$106K -$35K -2,073 -26%
VFA
557
Valeo Financial Advisors
Indiana
$103K +$405 +24 +0.4%
PK
558
Pflug Koory
Nebraska
$103K +$3.29K +195 +3%
CCMW
559
Cypress Capital Management (Wyoming)
Wyoming
$101K – – –
BAMG
560
Brand Asset Management Group
Missouri
$100K – – –
SSB
561
Sandy Spring Bank
Maryland
$93K – – –
SIAS
562
Shine Investment Advisory Services
Colorado
$93K – – –
SIC
563
Salem Investment Counselors
North Carolina
$84K – – –
MPWT
564
MassMutual Private Wealth & Trust
Connecticut
$80K +$78.8K +4,665 New
FMP
565
Financial Management Professionals
Texas
$79K +$355 +21 +0.5%
GAM
566
Gemmer Asset Management
California
$75K +$557 +33 +0.8%
PWMG
567
Prestige Wealth Management Group
New Jersey
$71K – – –
TWA
568
TCI Wealth Advisors
Arizona
$64K -$160K -9,447 -72%
MA
569
MUFG Americas
New York
$64K -$52K -3,078 -45%
Bank of Montreal
570
Bank of Montreal
Ontario, Canada
$62K – – –
BA
571
Ballast Advisors
Minnesota
$61K – – –
PA
572
Parallel Advisors
California
$61K +$3.95K +234 +7%
HFA
573
Hoover Financial Advisors
Pennsylvania
$61K +$59.6K +3,531 New
SQA
574
Simon Quick Advisors
New Jersey
$59K -$2.38K -141 -4%
OPS
575
Orion Portfolio Solutions
Nebraska
$53K -$23.6K -1,395 -31%