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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
651
Lebenthal Global Advisors
New York
$2.55M -$4.39M -170,121 -64%
CPIG
652
Chicago Partners Investment Group
Illinois
$2.55M +$133K +5,154 +6%
CIBC World Market
653
CIBC World Market
Ontario, Canada
$2.54M -$828K -32,031 -25%
AWM
654
Aprio Wealth Management
Georgia
$2.54M -$115K -4,437 -4%
CSPAM
655
Cary Street Partners Asset Management
Virginia
$2.53M +$403K +15,588 +20%
KF
656
Krilogy Financial
Missouri
$2.52M -$17.6K -681 -0.7%
WCG
657
Weaver Consulting Group
California
$2.52M +$394K +15,261 +19%
WF
658
Welch & Forbes
Massachusetts
$2.51M +$31.9K +1,233 +1%
Luther King Capital Management (LKCM)
659
Luther King Capital Management (LKCM)
Texas
$2.51M
SL
660
SFM LLC
New Hampshire
$2.48M -$66.7K -2,580 -3%
BSB
661
Bangor Savings Bank
Maine
$2.48M -$597K -23,109 -20%
PFS
662
Prospera Financial Services
Texas
$2.48M +$127K +4,905 +6%
BWA
663
Beam Wealth Advisors
Louisiana
$2.47M +$19K +735 +0.8%
GWWM
664
Great Waters Wealth Management
Minnesota
$2.46M +$2.71K +105 +0.1%
SA
665
Strategic Advocates
Utah
$2.46M -$11.9M -461,430 -83%
AMG
666
Advisors Management Group
Wisconsin
$2.45M +$54.1K +2,094 +2%
FFA
667
Farther Finance Advisors
California
$2.45M +$1.13M +43,662 +91%
FFA
668
Florida Financial Advisors
Florida
$2.44M -$362K -14,016 -13%
LOIM
669
Liberty One Investment Management
Illinois
$2.44M -$229K -8,880 -9%
KNFPWM
670
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.42M -$101K -3,891 -4%
FWM
671
FMA Wealth Management
Massachusetts
$2.41M +$128K +4,947 +6%
TWM
672
Triton Wealth Management
Arizona
$2.4M -$46.7K -1,806 -2%
EIG
673
Ellenbecker Investment Group
Wisconsin
$2.4M +$59.1K +2,286 +3%
BJL
674
Brighton Jones LLC
Washington
$2.39M +$20K +774 +0.9%
TAM
675
Titleist Asset Management
Texas
$2.38M -$10.9M -420,618 -83%