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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
951
Brasada Capital Management
Texas
$776K – – –
AFO
952
Allie Family Office
Florida
$776K +$2.97K +114 +0.4%
OPWM
953
Oxinas Partners Wealth Management
Indiana
$773K +$354K +13,587 +84%
LWM
954
Lyell Wealth Management
California
$773K -$71.1K -2,730 -8%
BAM
955
Bellevue Asset Management
Washington
$768K +$2.58K +99 +0.3%
SPWM
956
Schrum Private Wealth Management
Florida
$765K -$103K -3,939 -12%
LC
957
Landaas & Company
Wisconsin
$765K – – –
GWM
958
Greenhouse Wealth Management
Connecticut
$760K – – –
GWSG
959
GPS Wealth Strategies Group
Colorado
$758K +$77.2K +2,964 +11%
RPGK
960
Retirement Planning Group (Kansas)
Kansas
$758K +$173K +6,657 +29%
LBC
961
Lowe Brockenbrough & Co
Virginia
$758K – – –
BW
962
Basepoint Wealth
Iowa
$757K +$32.3K +1,242 +4%
CPA
963
Clear Point Advisors
New York
$756K – – –
CWM
964
Connecticut Wealth Management
Connecticut
$752K – – –
VCAM
965
Van Cleef Asset Management
Ohio
$751K +$135K +5,199 +22%
FC
966
Fusion Capital
South Carolina
$750K -$51.9K -1,992 -6%
KC
967
Kingfisher Capital
North Carolina
$748K -$102K -3,900 -12%
FCM
968
Firestone Capital Management
Florida
$747K – – –
I
969
INVST
Indiana
$747K -$111K -4,260 -13%
MSA
970
McAlister Sweet & Associates
Texas
$743K -$127K -4,896 -15%
EWM
971
EPG Wealth Management
Georgia
$740K -$750K -28,800 Closed
SWA
972
Strategies Wealth Advisors
Michigan
$735K – – –
TPW
973
Transatlantique Private Wealth
New York
$734K +$36.7K +1,410 +5%
Financial Engines Advisors
974
Financial Engines Advisors
California
$732K -$233K -8,949 -24%
CA
975
CSM Advisors
Pennsylvania
$730K -$78.1K -3,000 -10%