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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
1901
HighMark Wealth Management
Minnesota
$89.7K -$132K -4,350 -60%
CMP
1902
Coston McIsaac & Partners
Maine
$84K -$179K -5,888 -68%
APW
1903
Aventura Private Wealth
Florida
$83.1K
HHGA
1904
Halbert Hargrove Global Advisors
California
$79.9K
CFFP
1905
Center for Financial Planning
Michigan
$79.7K
GKIM
1906
GW&K Investment Management
Massachusetts
$79K +$78.1K +2,576 New
SA
1907
Scarborough Advisors
Maryland
$74.8K +$74K +2,439 New
KCM
1908
Key Capital Management
Tennessee
$73.5K -$19.9K -657 -22%
IA
1909
IFG Advisory
Georgia
$73K -$9.22M -304,043 -99%
MAS
1910
MPWM Advisory Solutions
Georgia
$72.9K
RWM
1911
Rialto Wealth Management
New York
$71.8K
TIM
1912
Thompson Investment Management
Wisconsin
$71K +$4.37K +144 +7%
EWM
1913
Evermay Wealth Management
Virginia
$69K
EI
1914
EFG International
$69K +$68.3K +2,250 New
FCT
1915
First Community Trust
Iowa
$64.3K
SWIM
1916
Smallwood Wealth Investment Management
New Jersey
$62.3K -$637 -21 -1%
HWA
1917
Heritage Wealth Advisors
Virginia
$62.3K +$36.4K +1,200 +145%
NRG
1918
Nemes Rush Group
Michigan
$61.9K +$42.2K +1,390 +222%
Barclays
1919
Barclays
United Kingdom
$61.4K +$60.7K +2,000 New
RF
1920
Roxbury Financial
New Jersey
$61.3K +$243 +8 +0.4%
HDIM
1921
Hanson & Doremus Investment Management
Vermont
$61K +$16K +526 +36%
C
1922
Covestor
United Kingdom
$60K -$4.7K -155 -7%
TCM
1923
Triumph Capital Management
Colorado
$59.3K +$19.2K +632 +49%
POIA
1924
Pin Oak Investment Advisors
Texas
$59K +$485 +16 +0.8%
VDBMI
1925
Van Den Berg Management I
Texas
$58.3K