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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCM
676
Whitener Capital Management
North Carolina
$1.53M +$267K +11,166 +22%
IGWM
677
ICA Group Wealth Management
Colorado
$1.53M +$21.2K +888 +1%
LA
678
Latitude Advisors
Florida
$1.52M +$120K +5,037 +9%
PPW
679
Pasadena Private Wealth
California
$1.52M -$55K -2,301 -4%
OIM
680
Opus Investment Management
Massachusetts
$1.51M +$289K +12,114 +24%
MWP
681
Meridian Wealth Partners
Pennsylvania
$1.51M +$645 +27 +0%
CHA
682
Carmichael Hill & Associates
Maryland
$1.5M -$6.67K -279 -0.4%
CCB
683
Cutter & Co Brokerage
Missouri
$1.5M +$198K +8,277 +15%
IAP
684
Indie Asset Partners
Indiana
$1.49M -$805K -33,702 -35%
Lido Advisors
685
Lido Advisors
California
$1.49M -$614K -25,683 -29%
SWP
686
Summit Wealth Partners
Florida
$1.49M -$12.2K -510 -0.8%
ISWM
687
Independent Solutions Wealth Management
New York
$1.49M +$126K +5,283 +9%
AG
688
Ascent Group
Virginia
$1.49M -$613K -25,668 -30%
SBIA
689
Sheaff Brock Investment Advisors
Indiana
$1.49M +$88.2K +3,690 +6%
RCA
690
Reitz Capital Advisors
Michigan
$1.48M -$21.9M -918,111 -94%
IFWM
691
Institute for Wealth Management
Colorado
$1.48M +$59.2K +2,478 +4%
AIA
692
Ally Invest Advisors
North Carolina
$1.47M +$151K +6,303 +12%
T
693
TRUADVICE
Florida
$1.47M -$1.31M -54,765 -48%
ACA
694
Atlas Capital Advisors
Wyoming
$1.46M -$51.5K -2,157 -3%
Betterment LLC
695
Betterment LLC
New York
$1.46M +$916K +38,331 +175%
BBPWM
696
Blue Bell Private Wealth Management
Pennsylvania
$1.46M -$72 -3 -0%
HT
697
Heritage Trust
Oklahoma
$1.45M +$1.43M +60,000 New
VAS
698
Vestmark Advisory Solutions
Massachusetts
$1.43M -$1.37M -57,207 -49%
EWM
699
Empirical Wealth Management
Washington
$1.42M -$388K -16,236 -22%
WKSWA
700
White Knight Strategic Wealth Advisors
New Jersey
$1.42M +$180K +7,545 +15%