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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
826
Lowe Brockenbrough & Co
Virginia
$462K -$200K -8,250 -28%
WA
827
Waverly Advisors
Alabama
$461K +$505K +20,805 New
IWS
828
Insight Wealth Strategies
California
$460K – – –
DWT
829
Dorsey & Whitney Trust
South Dakota
$459K -$802 -33 -0.2%
SL
830
Salomon & Ludwin
Virginia
$457K – – –
CWM
831
Collaborative Wealth Management
Florida
$450K +$146K +6,030 +42%
RI
832
Ridgewood Investments
New Jersey
$447K – – –
Principal Financial Group
833
Principal Financial Group
Iowa
$447K +$186K +7,674 +61%
TF
834
Trek Financial
Arizona
$444K -$3.21K -132 -0.7%
5L
835
55I LLC
Massachusetts
$443K -$24.1K -990 -5%
CFA
836
Cahill Financial Advisors
Minnesota
$435K +$8.31K +342 +2%
MCWS
837
McKinley Carter Wealth Services
West Virginia
$434K – – –
VWM
838
Vigilare Wealth Management
Arizona
$434K +$113K +4,656 +31%
OFG
839
Omega Financial Group
California
$430K -$119K -4,893 -20%
AWM
840
Angeles Wealth Management
California
$430K +$4.67K +192 +1%
ALWM
841
Andrews Lucia Wealth Management
California
$430K +$472K +19,440 New
MWP
842
Madison Wealth Partners
Wisconsin
$429K -$44.7K -1,839 -9%
ZIM
843
Zacks Investment Management
Illinois
$428K +$247K +10,155 +111%
LWM
844
Lyell Wealth Management
California
$426K +$66.5K +2,739 +17%
PFM
845
Parsec Financial Management
North Carolina
$426K +$94K +3,870 +25%
Allspring Global Investments
846
Allspring Global Investments
North Carolina
$423K +$186K +7,674 +67%
CT
847
Clearstead Trust
Maine
$417K +$458K +18,834 New
FA
848
FC Advisory
Pennsylvania
$416K -$103K -4,242 -18%
M&T Bank
849
M&T Bank
New York
$414K -$18.9K -780 -4%
CSI
850
Cross Staff Investments
New York
$414K – – –