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Schwab US Dividend Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1601
Martel Wealth Advisors
Washington
$204K +$201K +7,684 New
RBC
1602
Roble Belko & Company
Pennsylvania
$203K +$41.4K +1,585 +26%
SFG
1603
Synergy Financial Group
California
$202K
FG
1604
Fiduciary Group
Georgia
$202K +$199K +7,630 New
RSWA
1605
Robinson Smith Wealth Advisors
Maine
$202K +$52 +2 +0%
PHAM
1606
Palisades Hudson Asset Management
Florida
$201K
UIA
1607
Ulland Investment Advisors
Minnesota
$201K +$992 +38 +0.5%
GWS
1608
Glassman Wealth Services
Virginia
$200K
TSMHT
1609
Thurston Springer Miller Herd & Titak
Indiana
$200K +$58.4K +2,238 +42%
AWM
1610
Aberdeen Wealth Management
Illinois
$199K +$261 +10 +0.1%
MIA
1611
MeadowBrook Investment Advisors
Michigan
$196K
Kayne Anderson Rudnick Investment Management
1612
Kayne Anderson Rudnick Investment Management
California
$186K
AWM
1613
Activest Wealth Management
Florida
$185K
WIM
1614
Westside Investment Management
California
$184K +$140K +5,352 +364%
GI
1615
GAMMA Investing
California
$182K -$48.2K -1,847 -21%
HI
1616
Hendershot Investments
Virginia
$179K
TIM
1617
Tortoise Investment Management
New York
$177K
MCA
1618
Maryland Capital Advisors
Maryland
$176K -$306K -11,702 -64%
ABWM
1619
Alpine Bank Wealth Management
Colorado
$176K
BIG
1620
Brooklyn Investment Group
New York
$171K +$165K +6,305 +4,670%
SIS
1621
Sound Income Strategies
Florida
$165K -$37.3K -1,428 -19%
CWM
1622
Crowley Wealth Management
Delaware
$163K +$32.8K +1,255 +26%
DF
1623
DecisionPoint Financial
Arizona
$158K
FDCDDQ
1624
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K +$127K +4,880 +461%
Franklin Resources
1625
Franklin Resources
California
$156K +$154K +5,882 New