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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
1276
Annex Advisory Services
Wisconsin
$342K -$198K -7,254 -37%
BWL
1277
Bogart Wealth LLC
Virginia
$340K +$5.31K +195 +2%
Lido Advisors
1278
Lido Advisors
California
$339K -$589K -21,603 -64%
PCP
1279
Proficio Capital Partners
Massachusetts
$338K – – –
RWA
1280
River Wealth Advisors
Pennsylvania
$336K -$2.7K -99 -0.8%
WP
1281
Westmount Partners
California
$336K +$82 +3 +0%
PAM
1282
Pegasus Asset Management
New York
$334K – – –
GT
1283
Greenleaf Trust
Michigan
$334K +$49.4K +1,815 +18%
FFA
1284
First Foundation Advisors
California
$332K +$41.7K +1,530 +15%
WC
1285
Wynn Capital
Georgia
$332K -$6.13K -225 -2%
CCA
1286
Carrera Capital Advisors
Michigan
$332K -$49.6K -1,821 -13%
SAM
1287
Strategy Asset Managers
California
$331K +$320K +11,763 New
TC
1288
TAP Consulting
Missouri
$331K +$107K +3,945 +51%
TA
1289
TFG Advisers
Michigan
$330K +$14.3K +525 +5%
OL
1290
Owen LaRue
Kentucky
$330K -$112K -4,113 -26%
NWMG
1291
National Wealth Management Group
Ohio
$330K +$12.3K +453 +4%
TRCT
1292
Tower Research Capital (TRC)
New York
$327K +$316K +11,595 New
SPW
1293
Sonoma Private Wealth
California
$326K +$40.9K +1,500 +15%
TFM
1294
Trademark Financial Management
Minnesota
$326K -$32.6K -1,197 -9%
CI
1295
CPR Investments
Michigan
$321K +$310K +11,379 New
CAM
1296
Concorde Asset Management
Michigan
$320K +$309K +11,340 New
FWM
1297
Fonville Wealth Management
Virginia
$319K -$15.2K -558 -5%
AFAS
1298
Acorn Financial Advisory Services
Virginia
$318K +$2.21K +81 +0.7%
LCM
1299
Leisure Capital Management
California
$317K +$4.5K +165 +1%
SFO
1300
Stokes Family Office
Louisiana
$317K +$817 +30 +0.3%