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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
751
BOK Financial Private Wealth
Colorado
$1.75M +$196K +7,578 +13%
CT
752
Caldwell Trust
Florida
$1.74M -$5.74K -222 -0.3%
SWP
753
Semus Wealth Partners
Florida
$1.73M -$1.45M -56,184 -47%
MTIC
754
Missouri Trust & Investment Company
Missouri
$1.72M -$24K -930 -1%
MCM
755
Maple Capital Management
Vermont
$1.69M -$279K -10,809 -15%
PPW
756
Pasadena Private Wealth
California
$1.69M +$45.1K +1,746 +3%
Betterment LLC
757
Betterment LLC
New York
$1.69M +$495K +19,176 +44%
EFG
758
Embree Financial Group
Illinois
$1.68M -$5.35K -207 -0.3%
JCFM
759
JBR Co Financial Management
Oklahoma
$1.67M -$967K -37,422 -38%
EWP
760
Elevation Wealth Partners
California
$1.66M +$683K +26,430 +75%
LA
761
Latitude Advisors
Florida
$1.65M +$50.6K +1,959 +3%
CHA
762
Carmichael Hill & Associates
Maryland
$1.63M -$98.4K -3,807 -6%
TFM
763
Trademark Financial Management
Minnesota
$1.63M -$103K -4,005 -6%
CMS
764
Capital Market Strategies
Florida
$1.63M -$70.1K -2,712 -4%
ES
765
Eagle Strategies
New York
$1.63M -$10.1M -391,734 -87%
CFA
766
CWS Financial Advisors
Michigan
$1.62M +$96.6K +3,741 +7%
IAP
767
Indie Asset Partners
Indiana
$1.6M -$388 -15 -0%
MA
768
Modus Advisors
Minnesota
$1.59M -$28K -1,083 -2%
SWP
769
Summit Wealth Partners
Florida
$1.59M -$12.7K -492 -0.8%
RDIA
770
RE Dickinson Investment Advisors
Iowa
$1.58M -$9.9M -383,403 -87%
BBPWM
771
Blue Bell Private Wealth Management
Pennsylvania
$1.58M +$33.6K +1,299 +2%
CT
772
Clearstead Trust
Maine
$1.57M +$37.9K +1,467 +3%
GGS
773
Galvin Gaustad & Stein
Arizona
$1.56M -$29.1K -1,128 -2%
WFG
774
Wills Financial Group
Virginia
$1.56M +$6.67K +258 +0.4%
PL
775
Plancorp LLC
Missouri
$1.55M +$58.5K +2,265 +4%