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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
801
North Star Investment Management
Illinois
$2.14M +$447K +16,049 +27%
LOIM
802
Liberty One Investment Management
Illinois
$2.12M -$29.6K -1,062 -1%
PFS
803
Prospect Financial Services
New York
$2.09M +$471K +16,888 +29%
RMP
804
Richards, Merrill & Peterson
Washington
$2.08M +$23.6K +846 +1%
SIC
805
Salem Investment Counselors
North Carolina
$2.05M -$49.7K -1,783 -2%
CGL
806
Clarius Group LLC
Washington
$2.05M +$626K +22,440 +44%
DAS
807
Diversify Advisory Services
Utah
$2.05M +$905K +32,451 +69%
TAM
808
Townsend Asset Management
North Carolina
$2.05M -$184K -6,599 -8%
BWP
809
BlueStem Wealth Partners
Minnesota
$2.04M +$148K +5,294 +8%
GIA
810
GHP Investment Advisors
Colorado
$2.04M +$42.8K +1,535 +2%
WCM
811
Whitener Capital Management
North Carolina
$2.02M -$69K -2,476 -3%
ZF
812
Zhang Financial
Michigan
$2.02M -$67.7K -2,427 -3%
HC
813
Hurley Capital
New York
$2.02M +$135K +4,858 +7%
SWP
814
Sagespring Wealth Partners
Tennessee
$2.02M -$24.1K -866 -1%
CCM
815
Coldstream Capital Management
Washington
$2M +$1.06M +37,924 +113%
CAMV
816
Concord Asset Management (Virginia)
Virginia
$2M -$911K -32,687 -29%
NGA
817
Naples Global Advisors
Florida
$2M +$92.4K +3,313 +5%
RYIA
818
Roehl & Yi Investment Advisors
Oregon
$1.99M +$900K +32,296 +77%
RFN
819
RDA Financial Network
Iowa
$1.97M +$523K +18,750 +36%
GAA
820
Guardian Asset Advisors
Pennsylvania
$1.96M +$104K +3,743 +6%
MC
821
Miramar Capital
Illinois
$1.95M -$16K -575 -0.8%
CCB
822
Cutter & Co Brokerage
Missouri
$1.94M +$89.1K +3,195 +5%
EWM
823
Empirical Wealth Management
Washington
$1.94M -$2.76K -99 -0.1%
Natixis Advisors
824
Natixis Advisors
Massachusetts
$1.93M -$511K -18,344 -21%
JCM
825
Janney Capital Management
Pennsylvania
$1.92M +$15.5K +557 +0.8%