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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
1251
Coston McIsaac & Partners
Maine
$138K +$88K +3,585 +153%
AWM
1252
Angeles Wealth Management
California
$138K -$360K -14,670 -72%
Legacy Financial Group (Iowa)
1253
Legacy Financial Group (Iowa)
Iowa
$131K +$136K +5,562 New
BAM
1254
Byrne Asset Management
New Jersey
$129K +$134K +5,481 New
LFG
1255
Larson Financial Group
Missouri
$129K -$12.7K -516 -9%
SIS
1256
Sound Income Strategies
Florida
$127K +$26.9K +1,098 +26%
CIR
1257
Clear Investment Research
Georgia
$124K +$4.42K +180 +4%
JPWM
1258
Jamison Private Wealth Management
Georgia
$122K +$127K +5,193 New
FPFS
1259
First Personal Financial Services
North Carolina
$119K
AWM
1260
Abound Wealth Management
Tennessee
$117K +$37.7K +1,536 +45%
TFA
1261
Transamerica Financial Advisors
Florida
$114K -$878K -35,772 -88%
FFA
1262
Fairfield Financial Advisors
Massachusetts
$110K +$294 +12 +0.3%
IWP
1263
Icon Wealth Partners
Texas
$110K
CFFP
1264
Center for Financial Planning
Michigan
$105K +$294 +12 +0.3%
SIM
1265
Studio Investment Management
Illinois
$103K +$7.21K +294 +7%
RTL
1266
Red Tortoise LLC
Georgia
$101K +$663 +27 +0.6%
National Bank of Canada
1267
National Bank of Canada
Quebec, Canada
$99.9K +$46.3K +1,887 +79%
OSAM
1268
O'Shaughnessy Asset Management
Connecticut
$98K +$61.4K +2,502 +151%
RBC
1269
Roble Belko & Company
Pennsylvania
$98K +$2.36K +96 +2%
SCA
1270
Stonebridge Capital Advisors
Minnesota
$88.1K +$33.1K +1,350 +57%
PWMG
1271
Prestige Wealth Management Group
New Jersey
$88.1K -$2.94K -120 -3%
AFS
1272
Annapolis Financial Services
Maryland
$86.7K
HDIM
1273
Hanson & Doremus Investment Management
Vermont
$85K
MA
1274
MCF Advisors
Kentucky
$84.8K +$63.5K +2,586 +257%
BA
1275
Ballast Advisors
Minnesota
$84K -$11.5K -468 -12%