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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1076
Wealth Alliance
New York
$891K +$56.8K +2,089 +7%
BFA
1077
Blueprint Financial Advisors
North Carolina
$891K +$74.3K +2,731 +9%
BWM
1078
Buska Wealth Management
Wisconsin
$890K -$105K -3,848 -11%
IIL
1079
Insight Inv LLC
California
$884K +$197K +7,255 +29%
Manulife (Manufacturers Life Insurance)
1080
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$883K – – –
ZF
1081
Zhang Financial
Michigan
$883K -$641K -23,569 -42%
MBI
1082
May Barnhard Investments
Maryland
$883K +$101K +3,723 +13%
MHS
1083
M Holdings Securities
Oregon
$881K +$874K +32,131 New
BAM
1084
Bellevue Asset Management
Washington
$878K +$3.56K +131 +0.4%
WAM
1085
Wernau Asset Management
Massachusetts
$878K +$21.9K +807 +3%
ACM
1086
Advance Capital Management
Michigan
$875K -$141K -5,173 -14%
NAM
1087
NorthCrest Asset Manangement
Minnesota
$874K +$516K +18,974 +154%
Vanguard Capital Wealth Advisors
1088
Vanguard Capital Wealth Advisors
Colorado
$873K -$129K -4,756 -13%
SCTC
1089
Sanibel Captiva Trust Company
Florida
$872K -$16.4K -604 -2%
ORC
1090
O'Rourke & Company
Massachusetts
$867K +$90.2K +3,319 +12%
SWM
1091
SHP Wealth Management
Massachusetts
$864K +$857K +31,505 New
MWA
1092
MFA Wealth Advisors
Pennsylvania
$864K -$74K -2,722 -8%
CFG
1093
Cooper Financial Group
California
$863K -$20.5K -753 -2%
AC
1094
Anson Capital
Georgia
$858K +$851K +31,283 New
CAG
1095
Carroll Advisory Group
Texas
$857K +$850K +31,253 New
ACM
1096
Avalon Capital Management
California
$852K – – –
RRA
1097
Round Rock Advisors
Connecticut
$848K -$10.1K -372 -1%
LWM
1098
Level Wealth Management
North Carolina
$848K +$71.6K +2,633 +9%
SIM
1099
Stratos Investment Management
Ohio
$844K -$62.8K -2,308 -7%
WTFG
1100
Wood Tarver Financial Group
Idaho
$842K -$20.3K -748 -2%