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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1351
MinichMacGregor Wealth Management
New York
$233K +$853 +33 +0.4%
WAS
1352
WESPAC Advisors SoCal
California
$233K +$19.4K +750 +9%
PAA
1353
Peregrine Asset Advisers
Oregon
$233K
KFGK
1354
Keystone Financial Group (Kentucky)
Kentucky
$232K +$388 +15 +0.2%
MFG
1355
Magnus Financial Group
New York
$231K +$222K +8,583 New
ERIC
1356
Eagle Rock Investment Company
Georgia
$230K +$4.73K +183 +2%
NB
1357
Nicolet Bankshares
Wisconsin
$227K +$218K +8,457 New
SSG
1358
Summit Securities Group
New York
$226K +$217K +8,400 New
DA
1359
DCM Advisors
New York
$226K
ICG
1360
InterOcean Capital Group
Tennessee
$223K -$98.5K -3,813 -31%
CIS
1361
Continental Investors Services
Washington
$223K +$216K +8,343 New
EWA
1362
Etesian Wealth Advisors
Oregon
$223K -$10.2K -393 -5%
SB
1363
Sunflower Bank
Texas
$222K -$5.35K -207 -2%
T. Rowe Price Associates
1364
T. Rowe Price Associates
Maryland
$222K +$213K +8,250 New
EPP
1365
ETF Portfolio Partners
Kansas
$221K +$930 +36 +0.4%
BWM
1366
Buska Wealth Management
Wisconsin
$220K +$212K +8,199 New
PFA
1367
Pure Financial Advisors
California
$220K +$212K +8,187 New
ZF
1368
Zega Financial
Florida
$219K -$36.8K -1,425 -15%
LSA
1369
Lansing Street Advisors
Pennsylvania
$219K +$211K +8,163 New
GL
1370
Graypoint LLC
New York
$219K -$175K -6,765 -45%
SFG
1371
Sovereign Financial Group
Connecticut
$219K +$210K +8,133 New
UB
1372
UMB Bank
Missouri
$218K
SFG
1373
Synergy Financial Group
California
$218K -$17.4K -672 -8%
FFM
1374
Forum Financial Management
Illinois
$217K +$208K +8,061 New
GT
1375
Glenmede Trust
Pennsylvania
$217K -$72.8K -2,817 -26%