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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1126
Moisand Fitzgerald Tamayo
Florida
$25K +$27K +1,062 New
MG
1127
MilWealth Group
Wisconsin
$23.6K – – –
ACK
1128
Andrew C. Karlinski
$22K -$1.53K -60 -6%
ETI
1129
Enterprise Trust & Investment
California
$21K – – –
OC
1130
Oakworth Capital
Alabama
$21K – – –
WT
1131
Washington Trust
Rhode Island
$21K – – –
EL
1132
EMFO LLC
Florida
$21K +$229 +9 +1%
FP
1133
Financial Perspectives
Minnesota
$20.5K -$21.9K -861 -50%
BCMIO
1134
Beacon Capital Management Inc (Ohio)
Ohio
$20K +$21.4K +843 New
PGAM
1135
Princeton Global Asset Management
New Jersey
$19K – – –
SIAP
1136
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K +$4.04K +159 +25%
AWM
1137
Activest Wealth Management
Florida
$19K +$20.3K +798 New
M1FG
1138
Mach-1 Financial Group
Arkansas
$19K +$21.4K +843 New
CCM
1139
Chilton Capital Management
Texas
$18K +$18.9K +741 New
1IA
1140
1834 Investment Advisors
Wisconsin
$17K – – –
PA
1141
PSI Advisors
Florida
$17K +$1.53K +60 +9%
HWMA
1142
Heritage Wealth Management (Arizona)
Arizona
$16.8K – – –
JGIA
1143
Jackson Grant Investment Advisers
Connecticut
$16K +$153 +6 +0.9%
SFG
1144
Steward Financial Group
Texas
$16K +$17.7K +696 New
ASBI
1145
American State Bank (Iowa)
Iowa
$15.3K – – –
RDIA
1146
RE Dickinson Investment Advisors
Iowa
$13K +$1.07K +42 +8%
TC
1147
Truvestments Capital
Florida
$12K +$12.4K +486 New
FDCDDQ
1148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.8K -$19.1K -750 -60%
CPFP
1149
Clear Perspectives Financial Planning
Ohio
$11K +$11.4K +450 New
AWM
1150
AllSquare Wealth Management
New York
$10K – – –