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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFG
1601
Elm3 Financial Group
Georgia
$382K +$382K +12,048 New
DP
1602
Dearborn Partners
Illinois
$377K +$152K +4,785 +67%
SWM
1603
SK Wealth Management
Rhode Island
$375K -$22.5K -710 -6%
ECM
1604
EagleClaw Capital Management
Massachusetts
$372K +$2.38K +75 +0.6%
JESC
1605
J.E. Simmons & Co
Texas
$372K – – –
CICC
1606
Capital Investment Counsel (Colorado)
Colorado
$371K -$18.3K -578 -5%
CCA
1607
Collaborative Capital Advisors
New York
$371K +$371K +11,700 New
PGFG
1608
Pine Grove Financial Group
Minnesota
$371K +$69.5K +2,192 +23%
Invesco
1609
Invesco
Georgia
$370K +$47.6K +1,500 +15%
FCA
1610
Fortis Capital Advisors
Kansas
$370K +$84.7K +2,671 +30%
HPC
1611
HM Payson & Co
Maine
$369K +$286 +9 +0.1%
EP
1612
Edgestream Partners
New Jersey
$369K -$2.05M -64,600 -85%
CCFCSB
1613
Cape Cod Five Cents Savings Bank
Massachusetts
$368K +$369K +11,620 New
DWM
1614
Destination Wealth Management
California
$365K +$21K +662 +6%
GBWM
1615
Granite Bay Wealth Management
New Hampshire
$365K +$366K +11,525 New
FWCM
1616
Ferguson Wellman Capital Management
Oregon
$363K -$8.53K -269 -2%
First Trust Advisors
1617
First Trust Advisors
Illinois
$363K +$7.55K +238 +2%
SWP
1618
SIMA Wealth Partners
Virginia
$362K +$159 +5 +0%
OWM
1619
OneAscent Wealth Management
Alabama
$361K -$18.9K -596 -5%
JC
1620
JB Capital
Connecticut
$360K +$2.73K +86 +0.8%
GI
1621
GAMMA Investing
California
$360K – – –
PWM
1622
PTM Wealth Management
United States
$360K -$21.2K -669 -6%
PSP
1623
Pacific Sage Partners
Washington
$359K – – –
GC
1624
GatePass Capital
Ohio
$359K +$7.08K +223 +2%
PRP
1625
Peak Retirement Planning
Ohio
$359K +$15.2K +480 +4%