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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WDL
1526
Well Done LLC
Michigan
$246K
KFGK
1527
Keystone Financial Group (Kentucky)
Kentucky
$245K -$9.52K -349 -4%
AWM
1528
Abound Wealth Management
Tennessee
$245K +$164K +6,002 +201%
FFA
1529
Fi3 Financial Advisors
Indiana
$245K -$24.6K -903 -9%
LTL
1530
Lowery Thomas LLC
California
$245K +$32.5K +1,193 +15%
TPA
1531
Trivium Point Advisory
Connecticut
$244K -$713K -26,144 -74%
JPWM
1532
Jamison Private Wealth Management
Georgia
$244K +$244K +8,946 New
PWM
1533
Provident Wealth Management
Tennessee
$243K
MW
1534
MBL Wealth
North Carolina
$242K -$40.9K -1,500 -14%
TH
1535
Team Hewins
California
$241K
RGC
1536
Roberts, Glore & Co
Illinois
$241K
EW
1537
Evoke Wealth
California
$241K +$241K +8,830 New
TC
1538
TownSquare Capital
Utah
$241K -$474K -17,360 -66%
IP
1539
Ignite Planners
California
$241K +$28.4K +1,041 +13%
KIM
1540
Kestra Investment Management
Texas
$241K -$1.27M -46,731 -84%
Legacy Financial Group (Iowa)
1541
Legacy Financial Group (Iowa)
Iowa
$240K
HWA
1542
HCR Wealth Advisors
California
$239K +$22.2K +815 +10%
BLC
1543
Brown, Lisle/Cummings
Rhode Island
$238K -$6.14K -225 -3%
PGF
1544
Plan Group Financial
Oklahoma
$238K -$98.4K -3,608 -29%
CWM
1545
ClientFirst Wealth Management
Arkansas
$238K
HWA
1546
HMV Wealth Advisors
Louisiana
$237K
LAM
1547
LOM Asset Management
$236K +$24.3K +890 +11%
LSA
1548
Lansing Street Advisors
Pennsylvania
$236K +$2.26K +83 +1%
TC
1549
Trust Company
Kansas
$236K -$217K -7,945 -48%
AWM
1550
Apex Wealth Management
New Hampshire
$235K +$235K +8,624 New