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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSP
1576
Pacific Sage Partners
Washington
$347K – – –
JC
1577
JB Capital
Connecticut
$346K -$15K -495 -4%
FA
1578
Flagstar Advisors
New York
$345K -$12.4K -410 -4%
First Trust Advisors
1579
First Trust Advisors
Illinois
$344K +$340K +11,210 New
HCA
1580
Heck Capital Advisors
Wisconsin
$343K – – –
HWM
1581
Heirloom Wealth Management
Colorado
$343K – – –
GTAM
1582
Global Trust Asset Management
Florida
$343K – – –
FAN
1583
Financial Advisors Network
California
$342K -$96.5K -3,180 -22%
AWAG
1584
ARS Wealth Advisors Group
Florida
$342K +$338K +11,139 New
GC
1585
GatePass Capital
Ohio
$340K -$60.7K -2,000 -15%
LFA
1586
Laraway Financial Advisors
Minnesota
$339K +$334 +11 +0.1%
BWS
1587
Buck Wealth Strategies
Colorado
$338K -$31K -1,023 -8%
HC
1588
Hamilton Capital
Ohio
$338K +$23.3K +768 +8%
AFW
1589
Atlantic Family Wealth
Florida
$337K +$333K +10,988 New
SNBOSCI
1590
Security National Bank of Sioux City Iowa
Iowa
$335K -$4.25K -140 -1%
CTWM
1591
Cherry Tree Wealth Management
Minnesota
$335K – – –
HA
1592
Herold Advisors
New York
$334K +$331K +10,897 New
CRWM
1593
Castle Rock Wealth Management
California
$334K +$25.1K +826 +8%
DWM
1594
Destination Wealth Management
California
$333K -$207K -6,822 -39%
PRP
1595
Peak Retirement Planning
Ohio
$332K +$2.52K +83 +0.8%
RWA
1596
Roberts Wealth Advisors
California
$332K +$328K +10,809 New
NWM
1597
Northcape Wealth Management
New York
$331K – – –
FMWA
1598
Forvis Mazars Wealth Advisors
Missouri
$331K +$327K +10,794 New
AW
1599
Apricus Wealth
South Carolina
$330K +$971 +32 +0.3%
LFP
1600
Leeward Financial Partners
Washington
$330K – – –