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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1176
Forum Financial Management
Illinois
$634K +$57.3K +2,054 +10%
DOA
1177
D'Orazio & Associates
Virginia
$631K -$203K -7,271 -24%
LC
1178
LCNB Corp
Ohio
$629K +$9.06K +325 +1%
BIM
1179
Baldwin Investment Management
Pennsylvania
$628K -$131K -4,715 -17%
Vanguard Personalized Indexing Management
1180
Vanguard Personalized Indexing Management
California
$628K +$2.01K +72 +0.3%
SL
1181
Salomon & Ludwin
Virginia
$628K -$4.71K -169 -0.7%
BWA
1182
Bordeaux Wealth Advisors
California
$628K +$17.4K +623 +3%
PA
1183
Promethium Advisors
Maryland
$624K -$48.8K -1,749 -7%
OFS
1184
OMC Financial Services
New York
$623K +$28.5K +1,022 +5%
D.E. Shaw & Co
1185
D.E. Shaw & Co
New York
$622K +$620K +22,258 New
NSG
1186
Nalls Sherbakoff Group
Tennessee
$621K +$619K +22,223 New
CLP
1187
Charis Legacy Partners
Texas
$616K +$614K +22,042 New
FW
1188
Fairway Wealth
Ohio
$614K
MCCP
1189
Mission Creek Capital Partners
California
$613K -$4.93K -177 -0.8%
LA
1190
Lane & Associates
New Jersey
$612K +$188K +6,732 +44%
CA
1191
CGN Advisors
Kansas
$611K -$135K -4,847 -18%
KIM
1192
Kane Investment Management
California
$607K -$46.5K -1,668 -7%
AFS
1193
Access Financial Services
Minnesota
$606K -$3.78M -135,622 -86%
BFA
1194
Beacon Financial Advisory
Ohio
$606K +$299K +10,714 +98%
IPAM
1195
Investment Partners Asset Management
New Jersey
$605K +$8.47K +304 +1%
BWL
1196
Bogart Wealth LLC
Virginia
$605K +$9.34K +335 +2%
GC
1197
Grimes & Company
Massachusetts
$603K -$200K -7,187 -25%
AF
1198
Aldebaran Financial
$602K
BFG
1199
Bleakley Financial Group
New Jersey
$599K +$70K +2,511 +13%
FPWM
1200
FSB Premier Wealth Management
Iowa
$599K -$34.5K -1,236 -5%