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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
701
PFG Investments
New York
$1.96M -$2.34M -89,976 -54%
SFPG
702
Stonebridge Financial Planning Group
Florida
$1.93M -$212K -8,136 -10%
M
703
MYeCFO
California
$1.93M +$102K +3,912 +6%
WWC
704
Waypoint Wealth Counsel
Georgia
$1.92M -$220K -8,439 -10%
APW
705
Aurora Private Wealth
New Jersey
$1.92M -$25.2K -969 -1%
MPCA
706
Madison Park Capital Advisors
Washington
$1.91M +$120K +4,614 +7%
LCM
707
Liberty Capital Management
Michigan
$1.9M +$53.5K +2,055 +3%
LFG
708
Larson Financial Group
Missouri
$1.89M +$1.67M +64,107 +731%
EWP
709
Elevation Wealth Partners
California
$1.89M +$285K +10,956 +18%
JCM
710
Janney Capital Management
Pennsylvania
$1.89M -$60.6K -2,328 -3%
PAG
711
Private Advisory Group
Washington
$1.88M -$809K -31,065 -30%
ADL
712
Asset Dedication LLC
California
$1.88M -$66K -2,535 -3%
EWM
713
Empirical Wealth Management
Washington
$1.87M +$101K +3,897 +6%
CIA
714
Concurrent Investment Advisors
Florida
$1.85M +$372K +14,307 +25%
Betterment LLC
715
Betterment LLC
New York
$1.84M +$217K +8,349 +13%
EFS
716
Essex Financial Services
Connecticut
$1.84M +$71.1K +2,733 +4%
GWM
717
Geneos Wealth Management
Colorado
$1.83M +$81.2K +3,120 +5%
MSS
718
Mitchell Sinkler & Starr
Pennsylvania
$1.83M -$85.4K -3,282 -5%
PA
719
Planning Alternatives
Michigan
$1.81M -$13.9K -534 -0.8%
IAG
720
Investment Advisory Group
Massachusetts
$1.8M -$27.8K -1,068 -2%
O3W
721
Omni 360 Wealth
New Jersey
$1.8M -$192K -7,395 -10%
RMAM
722
Raab & Moskowitz Asset Management
New Jersey
$1.79M +$445K +17,112 +33%
WOC
723
West Oak Capital
California
$1.79M +$23K +885 +1%
AWS
724
Aspen Wealth Strategies
Colorado
$1.79M -$38.2K -1,467 -2%
PFA
725
Petra Financial Advisors
Colorado
$1.79M +$95.7K +3,675 +6%