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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1326
Etesian Wealth Advisors
Oregon
$221K -$50.8K -2,133 -20%
PAA
1327
Peregrine Asset Advisers
Oregon
$220K +$206K +8,664 New
HGWM
1328
Horst & Graben Wealth Management
Oregon
$219K – – –
KFGK
1329
Keystone Financial Group (Kentucky)
Kentucky
$218K -$51.7K -2,169 -20%
Principal Financial Group
1330
Principal Financial Group
Iowa
$216K -$290K -12,186 -59%
MAC
1331
Mason & Associates (California)
California
$216K +$203K +8,508 New
SB
1332
Sunflower Bank
Texas
$215K +$202K +8,478 New
EHWM
1333
Eads & Heald Wealth Management
Georgia
$215K +$202K +8,490 New
AFA
1334
AA Financial Advisors
Ohio
$214K +$201K +8,451 New
DIM
1335
Delta Investment Management
California
$214K +$201K +8,439 New
DA
1336
DCM Advisors
New York
$213K +$200K +8,403 New
SAM
1337
Strategy Asset Managers
California
$213K +$200K +8,391 New
ERIC
1338
Eagle Rock Investment Company
Georgia
$212K +$200K +8,373 New
JAG
1339
Journey Advisory Group
Kentucky
$208K +$196K +8,211 New
EPP
1340
ETF Portfolio Partners
Kansas
$208K +$195K +8,190 New
ITB
1341
Idaho Trust Bank
Idaho
$207K +$194K +8,154 New
UB
1342
UMB Bank
Missouri
$206K -$60.4K -2,535 -24%
SCA
1343
Sage Capital Advisors
South Dakota
$205K +$192K +8,073 New
HAM
1344
Harmony Asset Management
Arizona
$204K +$191K +8,031 New
LFG
1345
Larson Financial Group
Missouri
$203K +$60.4K +2,535 +46%
SSWM
1346
Smith Salley Wealth Management
North Carolina
$202K -$33.2K -1,395 -15%
WAS
1347
WESPAC Advisors SoCal
California
$201K +$189K +7,935 New
BB
1348
Busey Bank
Illinois
$201K +$188K +7,905 New
FWM
1349
Fortress Wealth Management
California
$200K -$128K -5,370 -40%
OA
1350
Operose Advisors
Wisconsin
$199K – – –