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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
951
Lyell Wealth Management
California
$773K -$71.1K -2,730 -8%
BAM
952
Bellevue Asset Management
Washington
$768K +$2.58K +99 +0.3%
SPWM
953
Schrum Private Wealth Management
Florida
$765K -$103K -3,939 -12%
LC
954
Landaas & Company
Wisconsin
$765K
GWM
955
Greenhouse Wealth Management
Connecticut
$760K
GWSG
956
GPS Wealth Strategies Group
Colorado
$758K +$77.2K +2,964 +11%
RPGK
957
Retirement Planning Group (Kansas)
Kansas
$758K +$173K +6,657 +29%
LBC
958
Lowe Brockenbrough & Co
Virginia
$758K
BW
959
Basepoint Wealth
Iowa
$757K +$32.3K +1,242 +4%
CPA
960
Clear Point Advisors
New York
$756K
CWM
961
Connecticut Wealth Management
Connecticut
$752K
VCAM
962
Van Cleef Asset Management
Ohio
$751K +$135K +5,199 +22%
FC
963
Fusion Capital
South Carolina
$750K -$51.9K -1,992 -6%
KC
964
Kingfisher Capital
North Carolina
$748K -$102K -3,900 -12%
FCM
965
Firestone Capital Management
Florida
$747K
I
966
INVST
Indiana
$747K -$111K -4,260 -13%
MSA
967
McAlister Sweet & Associates
Texas
$743K -$127K -4,896 -15%
EWM
968
EPG Wealth Management
Georgia
$740K -$750K -28,800 Closed
SWA
969
Strategies Wealth Advisors
Michigan
$735K
TPW
970
Transatlantique Private Wealth
New York
$734K +$36.7K +1,410 +5%
Financial Engines Advisors
971
Financial Engines Advisors
California
$732K -$233K -8,949 -24%
CA
972
CSM Advisors
Pennsylvania
$730K -$78.1K -3,000 -10%
NRA
973
NSI Retail Advisors
Pennsylvania
$730K -$78.1K -3,000 -10%
BAAM
974
Baker Avenue Asset Management
California
$726K +$15.6K +600 +2%
MC
975
Miramar Capital
Illinois
$724K -$119K -4,575 -14%