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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PIWA
1476
Prevail Innovative Wealth Advisors
Kansas
$351K +$348K +12,800 New
LSPW
1477
Lake Street Private Wealth
Illinois
$348K +$29K +1,067 +9%
GHA
1478
GW Henssler & Associates
Georgia
$348K -$7.23K -266 -2%
AFA
1479
Amicus Financial Advisors
Texas
$347K +$344K +12,660 New
Vontobel Holding
1480
Vontobel Holding
Switzerland
$347K
CAG
1481
Compass Advisory Group
New York
$347K -$36.7K -1,350 -10%
VC
1482
Veracity Capital
Georgia
$346K +$343K +12,622 New
KFGK
1483
Keystone Financial Group (Kentucky)
Kentucky
$346K +$98.6K +3,628 +40%
CI
1484
CPR Investments
Michigan
$345K -$106K -3,899 -24%
HAP
1485
Harbor Asset Planning
Massachusetts
$344K -$1.02M -37,425 -75%
SSW
1486
Stone Summit Wealth
Florida
$344K -$163 -6 -0%
SWA
1487
SFMG Wealth Advisors
Texas
$344K +$341K +12,542 New
PWMG
1488
Pinnacle Wealth Management Group
Michigan
$344K -$8.76K -322 -3%
FWCM
1489
Ferguson Wellman Capital Management
Oregon
$343K -$54 -2 -0%
CGA
1490
Crescent Grove Advisors
Illinois
$342K -$90.7K -3,337 -21%
CWM
1491
Castle Wealth Management
Florida
$342K -$21.2K -780 -6%
SWM
1492
SK Wealth Management
Rhode Island
$340K -$4.95K -182 -2%
IPWA
1493
International Private Wealth Advisors
California
$340K +$10.8K +397 +3%
TFA
1494
Tobias Financial Advisors
Florida
$340K +$337K +12,398 New
SIC
1495
Sage Investment Counsel
Tennessee
$338K +$6.63K +244 +2%
HWMO
1496
Heritage Wealth Management (Ohio)
Ohio
$338K -$80.3K -2,955 -19%
SEP
1497
Signature Equity Partners
Ohio
$338K +$335K +12,304 New
CPA
1498
Clear Point Advisors
New York
$337K -$341K -12,535 -50%
SWMG
1499
Stillwater Wealth Management Group
Florida
$337K +$48.3K +1,778 +17%
TPW
1500
Tiller Private Wealth
Pennsylvania
$335K -$272K -9,995 -45%