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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$2.75M +$28K +1,026 +1%
FCM
652
Fortis Capital Management
Washington
$2.74M +$851K +31,230 +47%
RAG
653
RIA Advisory Group
Iowa
$2.72M +$2.63M +96,648 New
KNFPWM
654
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.69M -$26.8K -984 -1%
AMG
655
Advisors Management Group
Wisconsin
$2.69M +$57K +2,094 +2%
RFA
656
Register Financial Advisors
Georgia
$2.69M +$157K +5,760 +6%
WCG
657
Weaver Consulting Group
California
$2.68M – – –
BI
658
Beckerman Institutional
New Jersey
$2.66M +$2.58M +94,551 New
VA
659
Vident Advisory
Georgia
$2.66M -$42.3K -1,551 -2%
CT
660
Caldwell Trust
Florida
$2.65M -$5.8K -213 -0.2%
CFO
661
Collective Family Office
Pennsylvania
$2.64M +$184K +6,765 +8%
PFS
662
Prospera Financial Services
Texas
$2.64M -$71K -2,607 -3%
SW
663
Simplicity Wealth
New Jersey
$2.64M -$890K -32,676 -26%
WF
664
Welch & Forbes
Massachusetts
$2.63M – – –
ACG
665
Allen Capital Group
Nebraska
$2.63M -$118K -4,317 -4%
FWM
666
FMA Wealth Management
Massachusetts
$2.63M +$102K +3,729 +4%
MCM
667
Mengis Capital Management
Oregon
$2.63M +$208K +7,626 +9%
CPRC
668
Consolidated Portfolio Review Corp
New York
$2.62M -$51.6K -1,893 -2%
Betterment LLC
669
Betterment LLC
New York
$2.62M +$591K +21,687 +30%
BWM
670
BCGM Wealth Management
Indiana
$2.61M -$162K -5,937 -6%
OPWM
671
Oxinas Partners Wealth Management
Indiana
$2.61M +$1.71M +62,805 +210%
BWA
672
Beam Wealth Advisors
Louisiana
$2.6M +$35.1K +1,287 +1%
BSB
673
Bangor Savings Bank
Maine
$2.59M -$7.68K -282 -0.3%
AQR Capital Management
674
AQR Capital Management
Connecticut
$2.58M +$1.57M +57,615 +170%
CW
675
CreativeOne Wealth
Kansas
$2.58M +$43.2K +1,587 +2%