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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
676
KFG Wealth Management
Indiana
$3.6M +$434K +13,689 +14%
SIC
677
Samalin Investment Counsel
New York
$3.57M +$1.52M +47,802 +74%
MWM
678
MOKAN Wealth Management
Kansas
$3.56M +$52.3K +1,649 +1%
PMG
679
ProVise Management Group
Florida
$3.55M +$188K +5,932 +6%
MWM
680
MOR Wealth Management
Pennsylvania
$3.54M -$675K -21,279 -16%
CI
681
Ceera Investments
Texas
$3.54M +$2.54M +79,960 +253%
HAG
682
HighPoint Advisor Group
Illinois
$3.53M +$521K +16,425 +17%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$3.49M -$2.36M -74,367 -40%
MA
684
McGrath & Associates
North Carolina
$3.47M -$8.66K -273 -0.2%
CFO
685
Collective Family Office
Pennsylvania
$3.46M +$359K +11,326 +12%
CA
686
Crewe Advisors
Utah
$3.43M +$144K +4,528 +4%
BW
687
Bravera Wealth
North Dakota
$3.42M -$42K -1,325 -1%
VT
688
Vise Technologies
New York
$3.42M +$168K +5,298 +5%
EIG
689
Ellenbecker Investment Group
Wisconsin
$3.38M -$65.7K -2,072 -2%
CIM
690
Corda Investment Management
Texas
$3.38M +$149K +4,687 +5%
JFG
691
Juno Financial Group
Virginia
$3.36M -$7.24M -228,167 -68%
Bessemer Group
692
Bessemer Group
New Jersey
$3.35M +$32.3K +1,017 +1%
PCIA
693
Prime Capital Investment Advisors
Kansas
$3.34M +$323K +10,184 +11%
SIS
694
Sound Income Strategies
Florida
$3.34M +$427K +13,466 +15%
BFS
695
Bradley Foster & Sargent
Connecticut
$3.34M +$999K +31,500 +43%
BL
696
BFSG LLC
California
$3.32M +$42.4K +1,338 +1%
SFB
697
STAR Financial Bank
Indiana
$3.32M +$48.5K +1,528 +1%
ISWM
698
Independent Solutions Wealth Management
New York
$3.32M -$12.9K -407 -0.4%
HC
699
Hurley Capital
New York
$3.31M +$100K +3,156 +3%
SIA
700
Sage Investment Advisers
New York
$3.31M -$39.2K -1,235 -1%