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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
851
Founders Financial Alliance
North Carolina
$2.01M -$7.71K -254 -0.4%
WFG
852
Wills Financial Group
Virginia
$2M +$15.6K +515 +0.8%
BRWA
853
B. Riley Wealth Advisors
Florida
$2M -$528K -17,390 -21%
SIC
854
Samalin Investment Counsel
New York
$1.99M +$1.66M +54,607 +535%
SMH
855
Sanders Morris Harris
Texas
$1.97M +$1.95M +64,205 New
CFG
856
Chapman Financial Group
Hawaii
$1.96M -$6.58K -217 -0.3%
GWMR
857
GC Wealth Management RIA
Massachusetts
$1.96M -$101K -3,333 -5%
APA
858
Astoria Portfolio Advisors
New York
$1.95M +$88.1K +2,905 +5%
CPA
859
Cathy Pareto & Associates
Florida
$1.95M -$79.7K -2,627 -4%
CAMV
860
Concord Asset Management (Virginia)
Virginia
$1.95M -$195K -6,419 -9%
EFG
861
Embree Financial Group
Illinois
$1.93M +$42.2K +1,392 +2%
NGA
862
Naples Global Advisors
Florida
$1.92M -$92.7K -3,055 -5%
EWA
863
Elevate Wealth Advisory
Georgia
$1.92M +$126K +4,154 +7%
TFA
864
Teamwork Financial Advisors
Texas
$1.92M +$63.6K +2,096 +3%
TAFW
865
Tred Avon Family Wealth
Maryland
$1.91M -$172K -5,665 -8%
Tudor Investment Corp
866
Tudor Investment Corp
Connecticut
$1.91M +$1.88M +62,096 New
SLWA
867
San Luis Wealth Advisors
California
$1.89M +$10K +330 +0.5%
MMHP
868
Murphy Middleton Hinkle & Parker
Georgia
$1.89M +$1.87M +61,534 New
GS
869
GWN Securities
Florida
$1.88M -$39.9K -1,316 -2%
BFPW
870
BOK Financial Private Wealth
Colorado
$1.88M -$246K -8,109 -12%
JIC
871
Joel Isaacson & Co
New York
$1.87M +$551K +18,162 +42%
MPCL
872
My Personal CFO LLC
Washington
$1.86M -$3.34K -110 -0.2%
APIM
873
Agate Pass Investment Management
Washington
$1.85M -$5.1K -168 -0.3%
PA
874
Probity Advisors
Texas
$1.85M – – –
IC
875
Inscription Capital
Texas
$1.85M +$285K +9,406 +19%