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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
1326
Robertson Stephens Wealth Management
California
$244K +$235K +9,093 New
FSWA
1327
Financial Synergies Wealth Advisors
Texas
$244K +$160K +6,189 +214%
SIAG
1328
Safeguard Investment Advisory Group
California
$244K +$235K +9,078 New
PMSA
1329
Patrick M. Sweeney & Associates
Illinois
$244K +$6.59K +255 +3%
OWA
1330
Outlook Wealth Advisors
Texas
$241K
SFO
1331
Stokes Family Office
Louisiana
$241K +$310 +12 +0.1%
GWANC
1332
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K -$7.67K -297 -3%
SAM
1333
Strategy Asset Managers
California
$240K +$13.6K +525 +6%
WAAG
1334
Wealth Alliance Advisory Group
Kansas
$239K
PWM
1335
Provident Wealth Management
Tennessee
$239K +$230K +8,907 New
MCP
1336
Martin Capital Partners
Oregon
$239K
MAC
1337
Mason & Associates (California)
California
$239K +$9.77K +378 +4%
TA
1338
TFG Advisers
Michigan
$238K +$229K +8,865 New
OCM
1339
Objective Capital Management
Ohio
$238K
FA
1340
Flagstar Advisors
New York
$238K -$2.02K -78 -0.9%
PA
1341
Perennial Advisors
New York
$238K
RGC
1342
Roberts, Glore & Co
Illinois
$237K
TB
1343
Treynor Bancshares
Iowa
$237K -$5.81K -225 -2%
Legacy Financial Group (Iowa)
1344
Legacy Financial Group (Iowa)
Iowa
$237K +$228K +8,808 New
EWM
1345
Executive Wealth Management
Michigan
$236K -$71.2K -2,757 -24%
MG
1346
Mather Group
Illinois
$236K -$2.79K -108 -1%
LFG
1347
Larson Financial Group
Missouri
$236K +$20K +774 +10%
BCP
1348
Blue Chip Partners
Michigan
$235K +$853 +33 +0.4%
WG
1349
Wealth Group
North Carolina
$234K +$225K +8,700 New
AAG
1350
Accordant Advisory Group
Maryland
$234K +$225K +8,700 New