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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1126
Destination Wealth Management
California
$282K +$59.4K +2,421 +25%
FD
1127
Financial Designs
California
$281K +$292K +11,913 New
DP
1128
DDD Partners
Washington
$281K +$29.4K +1,197 +11%
EI
1129
Ellevest Inc
New York
$280K +$10K +408 +4%
Bank of New York Mellon
1130
Bank of New York Mellon
New York
$279K -$186K -7,584 -39%
I
1131
INVST
Indiana
$278K +$30.1K +1,227 +12%
APWA
1132
Atlas Private Wealth Advisors
New Jersey
$278K -$392K -15,990 -58%
ODG
1133
O'Dell Group
Ohio
$278K -$21.9K -891 -7%
UIA
1134
Ulland Investment Advisors
Minnesota
$278K -$58.9K -2,400 -17%
SPWM
1135
Straight Path Wealth Management
Michigan
$277K +$289K +11,760 New
CAM
1136
Covenant Asset Management
New Jersey
$276K -$24K -978 -8%
ZIM
1137
Zacks Investment Management
Illinois
$275K +$16.3K +663 +6%
PWG
1138
Portside Wealth Group
Utah
$275K -$4.49K -183 -2%
BL
1139
BFSG LLC
California
$274K – – –
NWMG
1140
National Wealth Management Group
Ohio
$273K +$9.72K +396 +4%
BHWM
1141
Beaird Harris Wealth Management
Texas
$272K +$279K +11,352 +6,203%
MSCM
1142
McElhenny Sheffield Capital Management
Texas
$272K +$15.6K +636 +6%
EWM
1143
Evercore Wealth Management
New York
$272K -$33.6K -1,368 -11%
ODIJL
1144
One Day In July LLC
Vermont
$269K +$10.5K +426 +4%
Two Sigma Advisers
1145
Two Sigma Advisers
New York
$269K +$280K +11,400 New
PAM
1146
Pegasus Asset Management
New York
$269K – – –
BWA
1147
Bordeaux Wealth Advisors
California
$268K – – –
RBCM
1148
Raub Brock Capital Management
California
$267K +$2.06K +84 +0.7%
LCM
1149
Leisure Capital Management
California
$266K +$736 +30 +0.3%
DAM
1150
Delta Asset Management
Tennessee
$266K +$147 +6 +0.1%