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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1601
Sound Income Strategies
Florida
$214K +$67.3K +2,414 +46%
SFG
1602
Synergy Financial Group
California
$213K – – –
GTAM
1603
Global Trust Asset Management
Florida
$213K +$149K +5,340 +234%
RSWA
1604
Robinson Smith Wealth Advisors
Maine
$213K +$4.63K +166 +2%
PHAM
1605
Palisades Hudson Asset Management
Florida
$212K – – –
GWS
1606
Glassman Wealth Services
Virginia
$211K +$2.26K +81 +1%
UIA
1607
Ulland Investment Advisors
Minnesota
$211K +$209K +7,510 +20,861%
LCM
1608
Lazari Capital Management
California
$211K +$1.17K +42 +0.6%
GT
1609
Glenview Trust
Kentucky
$211K -$82.4K -2,957 -28%
AWM
1610
Aberdeen Wealth Management
Illinois
$210K – – –
PAM
1611
Peak Asset Management
Colorado
$210K – – –
MAM
1612
MMA Asset Management
Pennsylvania
$207K +$1.84K +66 +0.9%
MIA
1613
MeadowBrook Investment Advisors
Michigan
$207K – – –
CG
1614
Clifford Group
Massachusetts
$206K -$20.9M -749,840 -99%
NG
1615
Norden Group
Utah
$205K +$205K +7,348 New
MWC
1616
MKD Wealth Coaches
Michigan
$203K +$202K +7,261 New
FA
1617
FF Advisors
California
$203K +$221K +7,913 New
PCH
1618
PGIM Custom Harvest
New Jersey
$202K -$52.2K -1,872 -21%
CIS
1619
Continental Investors Services
Washington
$202K +$202K +7,231 New
MF
1620
Manchester Financial
California
$202K +$201K +7,218 New
LTL
1621
Lowery Thomas LLC
California
$201K +$201K +7,197 New
HWA
1622
HCR Wealth Advisors
California
$201K +$200K +7,188 New
AIC
1623
Archer Investment Corporation
Indiana
$199K +$35.2K +1,261 +21%
Kayne Anderson Rudnick Investment Management
1624
Kayne Anderson Rudnick Investment Management
California
$197K -$20K -716 -9%
AWM
1625
Activest Wealth Management
Florida
$195K -$12.5K -450 -6%