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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1726
Lazari Capital Management
California
$207K – – –
SEEDPG
1727
S.E.E.D. Planning Group
New York
$206K – – –
ARA
1728
Approach Retirement Advisors
Alabama
$206K +$204K +7,500 New
FCMA
1729
Foresight Capital Management Advisors
Michigan
$206K +$163 +6 +0.1%
CP
1730
Canopy Partners
Ohio
$205K +$517 +19 +0.3%
RSWA
1731
Robinson Smith Wealth Advisors
Maine
$204K -$4.59K -169 -2%
NG
1732
Norden Group
Utah
$204K +$381 +14 +0.2%
WIM
1733
Westside Investment Management
California
$204K +$4.54K +167 +2%
OC
1734
Opal Capital
Florida
$203K +$176K +6,461 New
FWP
1735
Firethorn Wealth Partners
Georgia
$202K -$78.6K -2,891 -28%
CIS
1736
Continental Investors Services
Washington
$202K +$184K +6,775 New
FFS
1737
Flavin Financial Services
Florida
$201K +$200K +7,345 New
QP
1738
Quartz Partners
New York
$201K +$199K +7,325 New
PBO
1739
Peoples Bank (Ohio)
Ohio
$200K +$199K +7,301 New
HWM
1740
HighMark Wealth Management
Minnesota
$200K +$1.96K +72 +1%
FA
1741
Fountainhead AM
New Jersey
$194K -$118K -4,351 -38%
Kayne Anderson Rudnick Investment Management
1742
Kayne Anderson Rudnick Investment Management
California
$193K – – –
AAG
1743
Accordant Advisory Group
Maryland
$192K -$2.76M -101,370 -94%
FDCDDQ
1744
Federation des caisses Desjardins du Quebec
Quebec, Canada
$192K +$30.5K +1,123 +19%
LGWM
1745
Litman Gregory Wealth Management
California
$191K -$90.1K -3,312 -32%
AWM
1746
Activest Wealth Management
Florida
$191K – – –
HPC
1747
HM Payson & Co
Maine
$189K -$26.2K -963 -12%
IIM
1748
IFC & Insurance Marketing
California
$189K +$187K +6,892 New
DF
1749
Dunhill Financial
United Kingdom
$188K +$120K +4,399 +180%
HI
1750
Hendershot Investments
Virginia
$185K – – –