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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
1426
SFMG Wealth Advisors
Texas
– -$252K -10,323 Closed
AIP
1427
Almanack Investment Partners
Pennsylvania
– -$240K -9,846 Closed
Renaissance Technologies
1428
Renaissance Technologies
New York
– -$227K -9,300 Closed
WFM
1429
Wolff Financial Management
Michigan
– -$227K -9,297 Closed
OWA
1430
One Wealth Advisors
California
– -$212K -8,709 Closed
FWA
1431
Freedom Wealth Alliance
Wisconsin
– -$212K -8,688 Closed
CWM
1432
Calamos Wealth Management
Illinois
– -$207K -8,508 Closed
DIM
1433
Delta Investment Management
California
– -$206K -8,439 Closed
DACG
1434
Donor Advised Charitable Giving
California
– -$203K -8,310 Closed
1WM
1435
1900 Wealth Management
Texas
– -$205K -8,145 Closed
NHT
1436
New Hampshire Trust
New Hampshire
– -$163K -6,693 Closed
LSA
1437
Lansing Street Advisors
Pennsylvania
– -$153K -6,273 Closed
AWM
1438
Accel Wealth Management
Iowa
– -$151K -6,210 Closed
GFL
1439
Granite FO LLC
New Hampshire
– -$145K -6,000 Closed
LWCFA
1440
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$72.6K -2,979 Closed
FCA
1441
Fortis Capital Advisors
Kansas
– -$36.7K -1,503 Closed
BA
1442
Bellwether Advisors
Nebraska
– -$29.3K -1,203 Closed
TSW
1443
Thompson Siegel & Walmsley
Virginia
– -$27K -1,110 Closed
PCA
1444
Providence Capital Advisors
North Carolina
– -$25.8K -1,056 Closed
GCWM
1445
Graham Capital Wealth Management
District of Columbia
– -$25.5K -1,044 Closed
YDMI
1446
Y.D. More Investments
Israel
– -$19.5K -801 Closed
BFO
1447
Biltmore Family Office
North Carolina
– -$11K -450 Closed
AWM
1448
Activest Wealth Management
Florida
– -$6K -249 Closed
DCBT
1449
Dakota Community Bank & Trust
North Dakota
– -$2.19K -90 Closed
GFWA
1450
Grey Fox Wealth Advisors
Delaware
– -$664 -27 Closed