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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
1551
Gateway Wealth Partners
Wisconsin
– -$730K -30,969 Closed
HNW
1552
High Note Wealth
Minnesota
– -$524K -22,209 Closed
MKA
1553
M. Kulyk & Associates
Georgia
– -$514K -21,771 Closed
BWIA
1554
Bryant Woods Investment Advisors
New York
– -$511K -21,660 Closed
I2I
1555
Insight 2811 Inc
Illinois
– -$492K -20,880 Closed
MC
1556
Montag & Caldwell
Georgia
– -$469K -19,872 Closed
RI
1557
Ridgewood Investments
New Jersey
– -$395K -16,746 Closed
BB
1558
Bell Bank
North Dakota
– -$354K -15,000 Closed
HW
1559
Hancock Whitney
Mississippi
– -$354K -15,000 Closed
FIS
1560
Fischer Investment Strategies
California
– -$306K -12,984 Closed
FD
1561
Financial Designs
California
– -$281K -11,913 Closed
CAM
1562
Covenant Asset Management
New Jersey
– -$276K -11,718 Closed
Two Sigma Advisers
1563
Two Sigma Advisers
New York
– -$269K -11,400 Closed
Tudor Investment Corp
1564
Tudor Investment Corp
Connecticut
– -$264K -11,211 Closed
WJWM
1565
Williams Jones Wealth Management
New York
– -$263K -11,148 Closed
CFS
1566
Commonwealth Financial Services
West Virginia
– -$262K -11,115 Closed
SB
1567
Simmons Bank
Arkansas
– -$250K -10,584 Closed
NCM
1568
Novare Capital Management
North Carolina
– -$243K -10,308 Closed
PWM
1569
Pacific Wealth Management
California
– -$223K -9,462 Closed
BC
1570
Brio Consultants
California
– -$216K -9,171 Closed
CFA
1571
Capstone Financial Advisors
Illinois
– -$215K -9,123 Closed
PEA
1572
Park Edge Advisors
Ohio
– -$205K -8,676 Closed
WP
1573
WealthSource Partners
California
– -$204K -8,661 Closed
CRWM
1574
Castle Rock Wealth Management
California
– -$200K -8,643 Closed
CA
1575
Callahan Advisors
Texas
– -$203K -8,613 Closed