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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZIM
1026
Zacks Investment Management
Illinois
$582K +$268K +11,250 +96%
FWA
1027
FSM Wealth Advisors
Ohio
$579K – – –
MWM
1028
Mission Wealth Management
California
$578K +$300K +12,600 +124%
CCA
1029
Cobblestone Capital Advisors
New York
$575K +$1.5K +63 +0.3%
YLHM
1030
Yelin Lapidot Holdings Management
Israel
$575K – – –
LWM
1031
Lyell Wealth Management
California
$574K +$107K +4,473 +25%
SAI
1032
Savvy Advisors Inc
New York
$573K +$538K +22,563 New
FCIM
1033
Fairview Capital Investment Management
California
$570K +$535K +22,470 New
TWC
1034
TD Waterhouse Canada
Ontario, Canada
$567K +$43.8K +1,836 +9%
HWM
1035
Heirloom Wealth Management
Colorado
$566K -$53.2K -2,232 -9%
AAS
1036
Annex Advisory Services
Wisconsin
$559K -$23.7K -996 -4%
SAM
1037
SP Asset Management
California
$558K +$5.36K +225 +1%
APW
1038
Austin Private Wealth
Texas
$556K -$160K -6,732 -23%
RFN
1039
Redwood Financial Network
Ohio
$556K -$21.2K -888 -4%
DI
1040
DFPG Investments
Utah
$556K +$247K +10,356 +90%
AA
1041
AlphaQ Advisors
Florida
$554K +$104K +4,353 +25%
BTI
1042
Blue Trust Inc
Georgia
$552K +$9.22K +387 +2%
VHAM
1043
Van Hulzen Asset Management
California
$549K +$76.3K +3,201 +17%
SIC
1044
Sigma Investment Counselors
Michigan
$549K +$143 +6 +0%
SPW
1045
Sonoma Private Wealth
California
$544K +$510K +21,420 New
Neuberger Berman Group
1046
Neuberger Berman Group
New York
$542K +$201K +8,445 +65%
LIM
1047
Loudon Investment Management
New Hampshire
$540K +$507K +21,273 New
SWA
1048
Sax Wealth Advisors
New Jersey
$535K +$102K +4,275 +25%
SIMG
1049
Sonora Investment Management Group
Arizona
$535K -$5.08K -213 -1%
P
1050
&Partners
Tennessee
$533K +$500K +20,964 New