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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
651
Greytown Advisors
Florida
$1.89M +$1.97M +80,100 New
MAS
652
Madden Advisory Services
Florida
$1.88M +$661K +26,955 +51%
TW
653
Transform Wealth
Colorado
$1.88M -$500K -20,367 -20%
OWM
654
Opes Wealth Management
California
$1.85M -$252K -10,260 -12%
MCM
655
Maple Capital Management
Vermont
$1.85M +$71K +2,895 +4%
LF
656
LifeSteps Financial
California
$1.84M +$184K +7,512 +11%
ISWM
657
Independent Solutions Wealth Management
New York
$1.84M +$399K +16,275 +26%
HNB
658
Huntington National Bank
Ohio
$1.83M – – –
JCM
659
Janney Capital Management
Pennsylvania
$1.83M +$204K +8,328 +12%
LCM
660
LVM Capital Management
Michigan
$1.82M +$180K +7,320 +10%
CG
661
Cutler Group
California
$1.82M +$1.9M +77,295 New
Bank of Montreal
662
Bank of Montreal
Ontario, Canada
$1.81M +$251K +10,212 +16%
KTM
663
Keeler Thomas Management
Utah
$1.79M +$33.4K +1,362 +2%
TFGT
664
TS Financial Group (TSFG)
Illinois
$1.78M +$57.1K +2,328 +3%
SMFG
665
Sumitomo Mitsui Financial Group
Japan
$1.78M +$147K +5,991 +9%
BSSFA
666
Baron Silver Stevens Financial Advisors
Florida
$1.78M +$293K +11,925 +19%
ADL
667
Asset Dedication LLC
California
$1.77M +$589 +24 +0%
APW
668
Aurora Private Wealth
New Jersey
$1.77M +$110K +4,476 +6%
ZIMP
669
Zimmermann Investment Management & Planning
Pennsylvania
$1.76M -$4.88M -198,711 -73%
IAG
670
Investment Advisory Group
Massachusetts
$1.76M -$43.6K -1,776 -2%
NGA
671
Naples Global Advisors
Florida
$1.75M -$12.1K -492 -0.7%
SWM
672
Silverlake Wealth Management
Vermont
$1.74M +$239K +9,750 +15%
OIM
673
Opus Investment Management
Massachusetts
$1.74M +$277K +11,286 +18%
RBFC
674
Roman Butler Fullerton & Co
Missouri
$1.73M +$122K +4,965 +7%
PTC
675
Private Trust Company
Ohio
$1.72M +$461K +18,792 +35%