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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
1526
Marco Investment Management
Georgia
$256K – – –
CSC
1527
Caldwell Sutter Capital
California
$256K +$34.1K +1,201 +15%
EFMC
1528
Empire Financial Management Company
New York
$256K +$33.8K +1,188 +15%
MSG
1529
Main Street Group
Virginia
$255K -$7.65K -269 -3%
VWM
1530
Vigilare Wealth Management
Arizona
$254K +$1.62K +57 +0.6%
ACM
1531
Avos Capital Management
Washington
$253K +$256K +9,000 New
AP
1532
Adero Partners
California
$251K -$5.03K -177 -2%
TCOV
1533
Trust Company of Vermont
Vermont
$251K +$14.2K +498 +6%
KFGK
1534
Keystone Financial Group (Kentucky)
Kentucky
$251K +$12.7K +445 +5%
QWM
1535
Quadcap Wealth Management
Texas
$250K +$260K +9,146 New
OA
1536
Oxbow Advisors
Texas
$250K +$260K +9,143 New
LAS
1537
Legacy Advisory Services
Pennsylvania
$249K -$130K -4,589 -33%
PGIM Custom Harvest
1538
PGIM Custom Harvest
New Jersey
$249K +$259K +9,111 New
SFS
1539
Solitude Financial Services
Virginia
$249K -$5.12K -180 -2%
PWMG
1540
Pinnacle Wealth Management Group
Michigan
$248K +$258K +9,089 New
WAS
1541
WESPAC Advisors SoCal
California
$248K -$12.4K -435 -5%
GL
1542
Gerber LLC
Ohio
$247K – – –
FC
1543
Forte Capital
New York
$245K -$18.9K -666 -7%
CMP
1544
Coston McIsaac & Partners
Maine
$245K +$1.79K +63 +0.7%
PWM
1545
Provident Wealth Management
Tennessee
$243K – – –
TFA
1546
Toth Financial Advisory
Virginia
$243K -$12.4K -437 -5%
SWA
1547
Serenus Wealth Advisors
California
$243K +$253K +8,883 New
LFA
1548
Laraway Financial Advisors
Minnesota
$242K +$256 +9 +0.1%
RGC
1549
Roberts, Glore & Co
Illinois
$241K – – –
Legacy Financial Group (Iowa)
1550
Legacy Financial Group (Iowa)
Iowa
$241K +$250K +8,808 New