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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
351
MinichMacGregor Wealth Management
New York
$118K
SWMG
352
Signature Wealth Management Group
Georgia
$117K +$97.4K +5,628 +375%
CPIG
353
Chicago Partners Investment Group
Illinois
$115K
BAMG
354
Brand Asset Management Group
Missouri
$112K +$109K +6,321 New
WAM
355
Wealthspire Advisors (Maryland)
Maryland
$108K +$3.48K +201 +3%
WF
356
WealthTrust Fairport
Ohio
$100K +$831 +48 +0.9%
SIAS
357
Shine Investment Advisory Services
Colorado
$95K
PAMG
358
Patton Albertson Miller Group
Tennessee
$88K +$93K +5,376 New
SPIA
359
Steward Partners Investment Advisory
New York
$84K +$13.7K +792 +20%
GI
360
Gradient Investments
Minnesota
$84K +$32K +1,848 +64%
FANJ
361
Financial Architects (New Jersey)
New Jersey
$82K +$415 +24 +0.5%
PCP
362
Proficio Capital Partners
Massachusetts
$80K
TWA
363
TCI Wealth Advisors
Arizona
$79K -$4.41K -255 -5%
GP
364
Girard Partners
Pennsylvania
$78K +$76.6K +4,425 New
JCM
365
Jacobi Capital Management
Pennsylvania
$68K
AF
366
Allworth Financial
California
$66K +$415 +24 +0.6%
EWM
367
Elmwood Wealth Management
California
$64.8K
HDIM
368
Hanson & Doremus Investment Management
Vermont
$64K -$986 -57 -2%
BWA
369
BDO Wealth Advisors
Florida
$61K
SEI Investments
370
SEI Investments
Pennsylvania
$58K -$166K -9,600 -75%
BlackRock
371
BlackRock
New York
$55K +$415 +24 +0.8%
IP
372
Intellectus Partners
California
$49K
WEC
373
Winslow Evans & Crocker
Massachusetts
$48K
FHA
374
Flagship Harbor Advisors
Massachusetts
$43K
WC
375
Westwind Capital
New Mexico
$38K -$2.88M -166,551 -99%