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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
926
Fiducient Advisors
Illinois
$281K +$299K +11,760 New
WI
927
WBI Investments
New Jersey
$281K +$304K +11,964 New
Marshall Wace
928
Marshall Wace
United Kingdom
$280K -$6.45M -253,566 -96%
Forum Financial Management
929
Forum Financial Management
Illinois
$280K -$13.7K -537 -4%
VCM
930
Virtue Capital Management
Tennessee
$278K -$5.65K -222 -2%
TA
931
Trellis Advisors
Washington
$278K – – –
LCM
932
Leisure Capital Management
California
$278K +$5.57K +219 +2%
MC
933
Moors & Cabot
Massachusetts
$278K +$11.9K +468 +4%
PS
934
Planned Solutions
California
$277K +$19.7K +774 +7%
RZH
935
Relyea Zuckerberg Hanson
Connecticut
$275K -$7.33K -288 -2%
Allspring Global Investments
936
Allspring Global Investments
North Carolina
$273K -$37.4K -1,470 -11%
BB
937
Bell Bank
North Dakota
$273K +$291K +11,454 New
DAM
938
Delta Asset Management
Tennessee
$271K +$229 +9 +0.1%
ATC
939
Argent Trust Co
Tennessee
$270K +$11.4K +450 +4%
WF
940
Warner Financial
Maryland
$270K +$39K +1,533 +16%
Trexquant Investment
941
Trexquant Investment
Connecticut
$270K +$287K +11,295 New
CG
942
Corundum Group
Colorado
$268K – – –
EI
943
Ellevest Inc
New York
$268K +$839 +33 +0.3%
DC
944
Darrow Company
Massachusetts
$268K +$286K +11,229 New
Avidian Wealth Enterprises
945
Avidian Wealth Enterprises
Texas
$267K -$4.35K -171 -2%
LRPA
946
L. Roy Papp & Associates
Arizona
$267K – – –
RRC
947
Relaxing Retirement Coach
Massachusetts
$267K – – –
DI
948
Disciplined Investments
Oklahoma
$266K +$2.75K +108 +1%
GWMI
949
Guardian Wealth Management (Illinois)
Illinois
$265K -$15.4K -606 -5%
TC
950
Tenret Company
Florida
$265K -$5.72K -225 -2%