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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWANC
576
Laurel Wealth Advisors (North Carolina)
North Carolina
$85K -$6.18K -330 -7%
LFA
577
Lighthouse Financial Advisors
Maryland
$83K +$81K +4,323 New
PWMG
578
Prestige Wealth Management Group
New Jersey
$80K – – –
PB
579
Pinnacle Bancorp
Nebraska
$77K – – –
OAM
580
Oppenheimer Asset Management
New York
$74K -$8.54K -456 -11%
PA
581
PSI Advisors
Florida
$74K +$72.3K +3,858 New
RBC
582
Roble Belko & Company
Pennsylvania
$73K -$17.3K -924 -20%
TWA
583
TCI Wealth Advisors
Arizona
$73K +$2.64K +141 +4%
FMP
584
Financial Management Professionals
Texas
$69K +$5.11K +273 +8%
BA
585
Ballast Advisors
Minnesota
$69K +$66.7K +3,561 New
IIA
586
ICW Investment Advisors
Arizona
$69K +$66.9K +3,570 New
GT
587
Glenmede Trust
Pennsylvania
$58K +$11.2K +600 +25%
LC
588
Lindbrook Capital
California
$56K +$54.5K +2,910 New
VCP
589
Verus Capital Partners
Arizona
$53K +$51.8K +2,763 New
WEC
590
Winslow Evans & Crocker
Massachusetts
$52K – – –
AC
591
AlphaCore Capital
California
$52K +$50.6K +2,700 New
CWC
592
Carolinas Wealth Consulting
North Carolina
$48K +$46.8K +2,496 New
MCWS
593
McKinley Carter Wealth Services
West Virginia
$47K +$45.1K +2,409 New
PIP
594
Peachtree Investment Partners
Florida
$47K +$45.6K +2,436 New
AWM
595
Atticus Wealth Management
Florida
$46K +$45.1K +2,406 New
LWM
596
Liberty Wealth Management
California
$45K – – –
BlackRock
597
BlackRock
New York
$42K +$9.44K +504 +30%
William Blair & Company
598
William Blair & Company
Illinois
$42K +$34.3K +1,833 +501%
LIA
599
LS Investment Advisors
Michigan
$37K – – –
EWM
600
EPG Wealth Management
Georgia
$37K +$35.7K +1,908 New