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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHIC
1426
Pine Haven Investment Counsel
Massachusetts
$348K +$22.9K +820 +7%
SIM
1427
Studio Investment Management
Illinois
$348K +$77.4K +2,777 +29%
OA
1428
Oxbow Advisors
Texas
$345K +$89.1K +3,195 +35%
WFA
1429
Wade Financial Advisory
California
$345K – – –
UWPG
1430
Ullmann Wealth Partners Group
Florida
$344K – – –
FWCM
1431
Ferguson Wellman Capital Management
Oregon
$343K +$223 +8 +0.1%
KA
1432
Klingman & Associates
New York
$342K +$79.3K +2,844 +30%
RZH
1433
Relyea Zuckerberg Hanson
Connecticut
$341K – – –
GAM
1434
Grandview Asset Management
Pennsylvania
$340K -$13.1K -469 -4%
PWM
1435
Prosperity Wealth Management
California
$340K -$280K -10,048 -45%
Allspring Global Investments
1436
Allspring Global Investments
North Carolina
$339K +$262K +9,382 +343%
JCM
1437
J2 Capital Management
Michigan
$339K – – –
SWP
1438
SIMA Wealth Partners
Virginia
$338K -$49.5K -1,777 -13%
SPWM
1439
Straight Path Wealth Management
Michigan
$338K – – –
LAS
1440
Legacy Advisory Services
Pennsylvania
$337K +$82.3K +2,951 +32%
WWA
1441
Wisconsin Wealth Advisors
Wisconsin
$335K +$334K +11,996 New
WTC
1442
WhitTier Trust Company
Nevada
$335K -$12.1K -435 -4%
CWA
1443
Cura Wealth Advisors
Illinois
$334K +$21.3K +764 +7%
BRWM
1444
Blue Rock Wealth Management
North Carolina
$332K -$3.98M -142,914 -92%
SW
1445
SkyOak Wealth
Michigan
$331K +$2.73K +98 +0.8%
GC
1446
GFG Capital
Florida
$331K -$14K -503 -4%
PAM
1447
Pegasus Asset Management
New York
$330K -$1.37K -49 -0.4%
TVAMP
1448
Tennessee Valley Asset Management Partners
Tennessee
$329K +$65.3K +2,341 +25%
CP
1449
Creekside Partners
California
$328K +$54.3K +1,948 +20%
WP
1450
Westmount Partners
California
$327K -$5.44K -195 -2%