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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSA
1201
Lansing Street Advisors
Pennsylvania
$153K +$157K +6,273 New
AWM
1202
Accel Wealth Management
Iowa
$151K – – –
AA
1203
AlphaMark Advisors
Kentucky
$151K +$101K +4,020 +186%
SN
1204
Sittner & Nelson
Oregon
$146K – – –
GFL
1205
Granite FO LLC
New Hampshire
$145K +$150K +6,000 New
DWMG
1206
DB Wealth Management Group
California
$145K – – –
MA
1207
Montag & Associates
Georgia
$141K – – –
BWA
1208
BDO Wealth Advisors
Florida
$139K +$75 +3 +0.1%
GWS
1209
Glassman Wealth Services
Virginia
$137K +$1.73K +69 +1%
SFC
1210
SYM Financial Corp
Indiana
$133K +$450 +18 +0.3%
LFG
1211
Larson Financial Group
Missouri
$130K +$29.3K +1,173 +28%
FFL
1212
Financial Freedom LLC
Ohio
$129K +$57.7K +2,307 +78%
SG Americas Securities
1213
SG Americas Securities
New York
$125K +$128K +5,109 New
CIR
1214
Clear Investment Research
Georgia
$125K +$7.05K +282 +6%
2L
1215
25 LLC
Missouri
$123K +$131K +5,241 New
FPFS
1216
First Personal Financial Services
North Carolina
$123K -$18.8K -750 -13%
CMP
1217
Coston McIsaac & Partners
Maine
$117K +$9.3K +372 +8%
CAM
1218
Costello Asset Management
Pennsylvania
$116K +$31.1K +1,245 +35%
IWP
1219
Icon Wealth Partners
Texas
$113K +$116K +4,647 New
FFA
1220
Fairfield Financial Advisors
Massachusetts
$112K -$37.2K -1,488 -24%
VCM
1221
Vigilant Capital Management
Maine
$109K -$1.5K -60 -1%
RBC
1222
Roble Belko & Company
Pennsylvania
$107K – – –
HT
1223
Headlands Technologies
Illinois
$105K -$313K -12,510 -74%
PWMG
1224
Prestige Wealth Management Group
New Jersey
$103K – – –
BA
1225
Ballast Advisors
Minnesota
$98.3K +$6.22K +249 +7%