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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
851
Astoria Portfolio Advisors
New York
$1.55M -$63.2K -2,316 -4%
BDFN
852
Bond & Devick Financial Network
Minnesota
$1.55M -$74.1K -2,715 -5%
OCPWS
853
One Charles Private Wealth Services
Massachusetts
$1.55M -$495K -18,151 -24%
GSEP
854
Golden State Equity Partners
California
$1.54M +$95K +3,481 +7%
BCA
855
Bay Colony Advisors
Massachusetts
$1.54M +$491 +18 +0%
MFG
856
MidWestOne Financial Group
Iowa
$1.53M +$24.8K +908 +2%
MCC
857
Money Concepts Capital
Florida
$1.53M -$399K -14,619 -21%
ZF
858
Zhang Financial
Michigan
$1.52M +$5.73K +210 +0.4%
MA
859
Mezzasalma Advisors
New Jersey
$1.51M +$1.01M +37,033 +204%
FCIM
860
Fairview Capital Investment Management
California
$1.5M +$123K +4,510 +9%
TIAA Trust, National Association
861
TIAA Trust, National Association
North Carolina
$1.5M +$212K +7,779 +16%
EFS
862
Essex Financial Services
Connecticut
$1.5M -$78.2K -2,868 -5%
BTWM
863
Brass Tax Wealth Management
Ohio
$1.5M -$12.2M -448,572 -89%
PWSG
864
Pacific Wealth Strategies Group
California
$1.48M +$1.5K +55 +0.1%
IAP
865
Indie Asset Partners
Indiana
$1.48M -$47.6K -1,744 -3%
OF
866
Outfitter Financial
Maine
$1.48M -$62.9K -2,305 -4%
MWA
867
Medallion Wealth Advisors
Connecticut
$1.48M -$538K -19,723 -27%
RW
868
REDW Wealth
New Mexico
$1.48M +$50.1K +1,836 +4%
SW
869
SVB Wealth
Massachusetts
$1.48M -$154K -5,632 -9%
CWP
870
Clark Wealth Partners
Illinois
$1.47M -$15.2M -555,445 -91%
LNWWM
871
Laird Norton Wetherby Wealth Management
California
$1.46M -$1.07M -39,218 -42%
GS
872
GWN Securities
Florida
$1.46M -$753K -27,619 -34%
ECA
873
Elevation Capital Advisory
Oregon
$1.46M +$45.7K +1,674 +3%
MAMG
874
Milestone Asset Management Group
Connecticut
$1.44M +$74K +2,714 +5%
Natixis Advisors
875
Natixis Advisors
Massachusetts
$1.44M -$244K -8,928 -14%