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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1576
Peak Financial Management
Massachusetts
$216K – – –
OWA
1577
Outlook Wealth Advisors
Texas
$216K – – –
GF
1578
Gimbal Financial
Indiana
$215K -$448K -15,750 -67%
1IA
1579
1620 Investment Advisors
Massachusetts
$215K +$32K +1,127 +17%
MCA
1580
Midwest Capital Advisors
Michigan
$215K +$223K +7,859 New
WG
1581
Welch Group
Alabama
$212K +$1.99K +70 +0.9%
SLC
1582
Second Line Capital
Louisiana
$212K +$221K +7,769 New
CAM
1583
Covenant Asset Management
New Jersey
$212K – – –
Kayne Anderson Rudnick Investment Management
1584
Kayne Anderson Rudnick Investment Management
California
$212K – – –
BAM
1585
BOS Asset Management
Illinois
$211K -$28 -1 -0%
QPWM
1586
Quadrant Private Wealth Management
Pennsylvania
$211K +$219K +7,714 New
EW
1587
Evoke Wealth
California
$209K +$218K +7,653 New
WA
1588
WESPAC Advisors
California
$209K +$1.82K +64 +0.8%
SFG
1589
Synergy Financial Group
California
$209K -$7.73K -272 -3%
EWA
1590
Etesian Wealth Advisors
Oregon
$208K +$14.2K +500 +7%
PHAM
1591
Palisades Hudson Asset Management
Florida
$208K – – –
FFS
1592
Flavin Financial Services
Florida
$208K +$216K +7,601 New
WWMSC
1593
Wagner Wealth Management (South Carolina)
South Carolina
$208K +$1.91K +67 +0.9%
SRWM
1594
Shira Ridge Wealth Management
California
$206K +$215K +7,549 New
CHAM
1595
Clear Harbor Asset Management
Connecticut
$206K +$214K +7,534 New
TB
1596
Treynor Bancshares
Iowa
$205K -$14.6K -513 -6%
AWM
1597
Aberdeen Wealth Management
Illinois
$205K – – –
LCM
1598
Lazari Capital Management
California
$205K – – –
PAM
1599
Peak Asset Management
Colorado
$205K – – –
GWS
1600
Glassman Wealth Services
Virginia
$204K +$24.4K +860 +13%