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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
326
Wealthspire Advisors (Maryland)
Maryland
$125K +$358 +21 +0.3%
MSA
327
Marino Stram & Associates
Massachusetts
$121K +$665 +39 +0.5%
HCM
328
Horan Capital Management
Maryland
$120K -$256 -15 -0.2%
MOS
329
MGO One Seven
Ohio
$118K +$51.2K +3,000 +71%
CPIG
330
Chicago Partners Investment Group
Illinois
$114K
FANJ
331
Financial Architects (New Jersey)
New Jersey
$109K -$20.1K -1,179 -15%
MWM
332
MinichMacGregor Wealth Management
New York
$109K
JA
333
JOYN Advisors
Georgia
$106K +$111K +6,510 New
KCPG
334
Kavar Capital Partners Group
Kansas
$99K +$104K +6,081 New
MA
335
MCF Advisors
Kentucky
$96K -$205 -12 -0.2%
WF
336
WealthTrust Fairport
Ohio
$92K +$95.7K +5,613 New
SIAS
337
Shine Investment Advisory Services
Colorado
$89K -$73.7K -4,323 -44%
SSB
338
Sandy Spring Bank
Maryland
$88K +$28.2K +1,653 +44%
WAM
339
Watermark Asset Management
California
$80K -$6.75K -396 -7%
DWM
340
Destination Wealth Management
California
$77K +$51.2K +3,000 New
PCP
341
Proficio Capital Partners
Massachusetts
$74K -$15.1K -885 -16%
TWA
342
TCI Wealth Advisors
Arizona
$73K +$57.3K +3,363 +303%
IWM
343
IHT Wealth Management
Illinois
$65K
JCM
344
Jacobi Capital Management
Pennsylvania
$62K +$6.65K +390 +11%
HDIM
345
Hanson & Doremus Investment Management
Vermont
$60K
EWM
346
Elmwood Wealth Management
California
$60K +$62.6K +3,669 New
PMFA
347
Plante Moran Financial Advisors
Michigan
$53K
BlackRock
348
BlackRock
New York
$48K -$7.01K -411 -12%
GI
349
Gradient Investments
Minnesota
$47K +$5.37K +315 +12%
PWM
350
Perigon Wealth Management
California
$47K +$43.8K +2,571 +922%