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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIA
726
MainStreet Investment Advisors
Illinois
$2.95M +$619K +20,400 +27%
MassMutual Private Wealth & Trust
727
MassMutual Private Wealth & Trust
Connecticut
$2.95M +$619K +20,400 +27%
Krilogy Financial
728
Krilogy Financial
Missouri
$2.95M +$152K +5,004 +6%
M
729
MYeCFO
California
$2.92M +$185K +6,107 +7%
CWP
730
Concord Wealth Partners
Virginia
$2.92M -$369K -12,150 -11%
Prime Capital Investment Advisors
731
Prime Capital Investment Advisors
Kansas
$2.92M +$215K +7,080 +8%
SWM
732
Silverlake Wealth Management
Vermont
$2.92M -$10.1K -334 -0.4%
LHEI
733
Leo H. Evart Inc
California
$2.91M +$2.88M +94,939 New
HighPoint Advisor Group
734
HighPoint Advisor Group
Illinois
$2.91M +$594K +19,584 +26%
RWP
735
Revolve Wealth Partners
New Jersey
$2.9M -$12.1K -399 -0.4%
Freestone Capital Holdings
736
Freestone Capital Holdings
Washington
$2.9M +$1.57M +51,663 +121%
MAS
737
Madden Advisory Services
Florida
$2.88M -$453K -14,924 -14%
AWP
738
Atlas Wealth Partners
Pennsylvania
$2.88M -$45.9K -1,512 -2%
BA
739
BCM Advisors
Louisiana
$2.87M +$2.45M +80,647 +777%
AIM
740
Aspen Investment Management
Michigan
$2.86M +$1.18M +38,850 +72%
Brighton Jones LLC
741
Brighton Jones LLC
Washington
$2.84M +$2.8M +92,461 New
BBA
742
BLB&B Advisors
Pennsylvania
$2.83M +$70.1K +2,311 +3%
Welch & Forbes
743
Welch & Forbes
Massachusetts
$2.83M – – –
JBW
744
Journey Beyond Wealth
Georgia
$2.81M -$8.19K -270 -0.3%
Vise Technologies
745
Vise Technologies
New York
$2.81M – – –
EFG
746
Everhart Financial Group
Ohio
$2.81M -$196K -6,466 -7%
SIS
747
Sound Income Strategies
Florida
$2.8M +$161K +5,318 +6%
FWM
748
FMA Wealth Management
Massachusetts
$2.8M -$105K -3,459 -4%
JCM
749
Jacobi Capital Management
Pennsylvania
$2.77M -$106K -3,491 -4%
TCBWMS
750
Texas Capital Bank Wealth Management Services
Texas
$2.76M – – –