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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1626
Westside Investment Management
California
$198K +$10.4K +383 +6%
HWM
1627
HighMark Wealth Management
Minnesota
$197K +$37K +1,356 +23%
Kayne Anderson Rudnick Investment Management
1628
Kayne Anderson Rudnick Investment Management
California
$192K – – –
AWM
1629
Activest Wealth Management
Florida
$190K – – –
HI
1630
Hendershot Investments
Virginia
$184K – – –
TIM
1631
Tortoise Investment Management
New York
$184K +$1.64K +60 +0.9%
ABWM
1632
Alpine Bank Wealth Management
Colorado
$181K – – –
GI
1633
GAMMA Investing
California
$181K -$6.06K -222 -3%
MCA
1634
Maryland Capital Advisors
Maryland
$173K -$9.09K -333 -5%
CWM
1635
Crowley Wealth Management
Delaware
$168K – – –
Franklin Resources
1636
Franklin Resources
California
$164K +$3.66K +134 +2%
GP
1637
Greenline Partners
New York
$163K +$163K +5,958 New
DF
1638
DecisionPoint Financial
Arizona
$161K – – –
FDCDDQ
1639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$160K -$2.18K -80 -1%
GA
1640
Guerra Advisors
Florida
$159K +$159K +5,821 New
WFA
1641
West Financial Advisors
Iowa
$154K – – –
UCB
1642
United Community Bank
South Carolina
$152K +$53.2K +1,950 +54%
CIR
1643
Clear Investment Research
Georgia
$146K +$7.2K +264 +5%
BWM
1644
Bullock Wealth Management
Indiana
$140K +$873 +32 +0.6%
HFS
1645
Hantz Financial Services
Michigan
$134K -$25.9K -951 -16%
WA
1646
Westfuller Advisors
New York
$130K +$130K +4,751 New
GWM
1647
GSB Wealth Management
Connecticut
$130K -$539K -19,769 -81%
JWA
1648
JFS Wealth Advisors
Pennsylvania
$123K – – –
RF
1649
Rossby Financial
Florida
$122K +$737 +27 +0.6%
CIA
1650
Cape Investment Advisory
Georgia
$121K -$4.58M -167,829 -97%