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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
776
Latitude Advisors
Florida
$1.43M -$165K -6,321 -10%
GI
777
Gradient Investments
Minnesota
$1.43M +$59.7K +2,295 +4%
Fisher Asset Management
778
Fisher Asset Management
Washington
$1.43M +$187K +7,194 +15%
BL
779
BFSG LLC
California
$1.42M +$1.19M +45,678 +502%
PWSG
780
Pacific Wealth Strategies Group
California
$1.41M +$13.7K +528 +1%
SWP
781
Semus Wealth Partners
Florida
$1.41M -$259K -9,951 -16%
NS
782
NBC Securities
Alabama
$1.4M +$187K +7,194 +15%
DWM
783
Dechtman Wealth Management
Colorado
$1.4M -$34.6M -1,327,818 -96%
EWM
784
Evergreen Wealth Management
Michigan
$1.4M
Vanguard Group
785
Vanguard Group
Pennsylvania
$1.39M +$42.2K +1,623 +3%
DTC
786
Davidson Trust Company
Washington
$1.39M -$387K -14,850 -22%
SIAG
787
Signet Investment Advisory Group
Rhode Island
$1.39M +$104K +3,996 +8%
BA
788
Bridge Advisory
California
$1.39M -$3.44K -132 -0.2%
BDFN
789
Bond & Devick Financial Network
Minnesota
$1.38M -$41.4K -1,590 -3%
GGS
790
Galvin Gaustad & Stein
Arizona
$1.37M -$137K -5,265 -9%
BWM
791
BNC Wealth Management
Oregon
$1.37M -$21.1K -810 -2%
SA
792
Strategic Advocates
Utah
$1.36M -$1.01M -38,955 -43%
SF
793
Safeguard Financial
Wisconsin
$1.36M +$98.1K +3,768 +8%
PL
794
Plancorp LLC
Missouri
$1.35M -$147K -5,664 -10%
SAI
795
Savvy Advisors Inc
New York
$1.35M +$405K +15,552 +43%
IIC
796
Ironwood Investment Counsel
Arizona
$1.34M +$613K +23,538 +83%
BIM
797
Baldwin Investment Management
Pennsylvania
$1.34M +$8.98K +345 +0.7%
Natixis Advisors
798
Natixis Advisors
Massachusetts
$1.34M +$238K +9,126 +21%
SF
799
Synovus Financial
Georgia
$1.33M +$156K +5,979 +13%
SWM
800
Sagace Wealth Management
Florida
$1.31M +$1.26M +48,459 New