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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOIP
1351
Live Oak Investment Partners
Texas
$198K – – –
Kayne Anderson Rudnick Investment Management
1352
Kayne Anderson Rudnick Investment Management
California
$197K -$30.5K -1,281 -14%
TCOV
1353
Trust Company of Vermont
Vermont
$195K – – –
WWMSC
1354
Wagner Wealth Management (South Carolina)
South Carolina
$193K +$7.86K +330 +5%
MSG
1355
Main Street Group
Virginia
$192K +$180K +7,545 New
AWM
1356
Aberdeen Wealth Management
Illinois
$190K – – –
AWM
1357
Abound Wealth Management
Tennessee
$190K +$59.3K +2,490 +50%
MIA
1358
MeadowBrook Investment Advisors
Michigan
$188K +$177K +7,407 New
TFA
1359
Toth Financial Advisory
Virginia
$188K -$8.01K -336 -4%
FWM
1360
FSA Wealth Management
Massachusetts
$184K +$173K +7,266 New
FFL
1361
Financial Freedom LLC
Ohio
$183K +$1.64K +69 +1%
Allspring Global Investments
1362
Allspring Global Investments
North Carolina
$175K -$290K -12,186 -64%
GWS
1363
Glassman Wealth Services
Virginia
$170K +$2K +84 +1%
HI
1364
Hendershot Investments
Virginia
$164K – – –
NFSG
1365
Newbridge Financial Services Group
Florida
$162K -$24.2K -1,017 -14%
DWMG
1366
DB Wealth Management Group
California
$151K – – –
CMP
1367
Coston McIsaac & Partners
Maine
$150K +$1.36K +57 +1%
WPA
1368
West Paces Advisors
Georgia
$150K +$286 +12 +0.2%
PMFA
1369
Plante Moran Financial Advisors
Michigan
$149K -$46.9K -1,968 -25%
EWM
1370
Evermay Wealth Management
Virginia
$142K -$10.7K -450 -7%
BAM
1371
Byrne Asset Management
New Jersey
$139K – – –
HIA
1372
Harbor Investment Advisory
Maryland
$136K +$89.5K +3,756 +234%
Simplex Trading
1373
Simplex Trading
Illinois
$135K -$717K -30,102 -85%
OSAM
1374
O'Shaughnessy Asset Management
Connecticut
$133K +$26.3K +1,104 +27%
TCG
1375
Transcendent Capital Group
Oklahoma
$128K +$121K +5,061 New